BERCX vs. ACLAX
Compare and contrast key facts about Chartwell Mid Cap Value Fund (BERCX) and American Century Mid Cap Value Fund A Class (ACLAX).
BERCX is managed by Carillon Family of Funds. It was launched on May 1, 2002. ACLAX is managed by American Century. It was launched on Mar 31, 2004.
Performance
BERCX vs. ACLAX - Performance Comparison
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BERCX vs. ACLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BERCX Chartwell Mid Cap Value Fund | -1.38% | 11.77% | 11.35% | 6.93% | -11.61% | 27.30% | -3.83% | 23.31% | -10.92% | 16.98% |
ACLAX American Century Mid Cap Value Fund A Class | 0.93% | 8.52% | 8.18% | 5.93% | -1.53% | 23.01% | 1.44% | 28.55% | -12.93% | 11.31% |
Returns By Period
In the year-to-date period, BERCX achieves a -1.38% return, which is significantly lower than ACLAX's 0.93% return. Both investments have delivered pretty close results over the past 10 years, with BERCX having a 8.17% annualized return and ACLAX not far ahead at 8.37%.
BERCX
- 1D
- -0.90%
- 1M
- -11.09%
- YTD
- -1.38%
- 6M
- 4.15%
- 1Y
- 12.24%
- 3Y*
- 9.03%
- 5Y*
- 5.94%
- 10Y*
- 8.17%
ACLAX
- 1D
- -0.34%
- 1M
- -7.89%
- YTD
- 0.93%
- 6M
- 0.87%
- 1Y
- 7.39%
- 3Y*
- 7.47%
- 5Y*
- 6.30%
- 10Y*
- 8.37%
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BERCX vs. ACLAX - Expense Ratio Comparison
BERCX has a 0.90% expense ratio, which is lower than ACLAX's 1.22% expense ratio.
Return for Risk
BERCX vs. ACLAX — Risk / Return Rank
BERCX
ACLAX
BERCX vs. ACLAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chartwell Mid Cap Value Fund (BERCX) and American Century Mid Cap Value Fund A Class (ACLAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BERCX | ACLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.53 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.06 | 0.87 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.11 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 0.67 | +0.17 |
Martin ratioReturn relative to average drawdown | 3.00 | 2.51 | +0.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BERCX | ACLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.53 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.43 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.48 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.47 | -0.09 |
Correlation
The correlation between BERCX and ACLAX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BERCX vs. ACLAX - Dividend Comparison
BERCX's dividend yield for the trailing twelve months is around 12.89%, less than ACLAX's 14.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERCX Chartwell Mid Cap Value Fund | 12.89% | 12.71% | 13.39% | 3.20% | 1.12% | 0.60% | 1.12% | 2.08% | 8.03% | 23.00% | 3.32% | 0.92% |
ACLAX American Century Mid Cap Value Fund A Class | 14.04% | 14.24% | 8.53% | 5.01% | 14.77% | 15.72% | 1.62% | 1.23% | 14.17% | 9.25% | 3.82% | 10.86% |
Drawdowns
BERCX vs. ACLAX - Drawdown Comparison
The maximum BERCX drawdown since its inception was -52.71%, roughly equal to the maximum ACLAX drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for BERCX and ACLAX.
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Drawdown Indicators
| BERCX | ACLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.71% | -51.37% | -1.34% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -10.99% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -22.04% | -17.55% | -4.49% |
Max Drawdown (10Y)Largest decline over 10 years | -42.41% | -39.24% | -3.17% |
Current DrawdownCurrent decline from peak | -11.23% | -8.01% | -3.22% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -6.29% | -1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 2.95% | +0.75% |
Volatility
BERCX vs. ACLAX - Volatility Comparison
Chartwell Mid Cap Value Fund (BERCX) has a higher volatility of 5.71% compared to American Century Mid Cap Value Fund A Class (ACLAX) at 3.69%. This indicates that BERCX's price experiences larger fluctuations and is considered to be riskier than ACLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BERCX | ACLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 3.69% | +2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 8.51% | +3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 15.58% | +4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 14.63% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.18% | 17.48% | +1.70% |