BERIX vs. AONIX
BERIX (Chartwell Income Fund) and AONIX (American Century Investments One Choice Portfolio: Very Conservative) are both Diversified Portfolio funds. Over the past 10 years, BERIX returned 4.82%/yr vs 4.57%/yr for AONIX. Their correlation of 0.80 suggests significant overlap in exposure. BERIX charges 0.64%/yr vs 0.00%/yr for AONIX.
Performance
BERIX vs. AONIX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with BERIX having a 2.36% return and AONIX slightly higher at 2.47%. Over the past 10 years, BERIX has outperformed AONIX with an annualized return of 4.82%, while AONIX has yielded a comparatively lower 4.57% annualized return.
BERIX
- 1D
- 0.00%
- 1M
- -1.92%
- YTD
- 2.36%
- 6M
- 2.34%
- 1Y
- 10.06%
- 3Y*
- 9.00%
- 5Y*
- 4.21%
- 10Y*
- 4.82%
AONIX
- 1D
- -0.25%
- 1M
- 0.39%
- YTD
- 2.47%
- 6M
- 2.30%
- 1Y
- 7.20%
- 3Y*
- 6.78%
- 5Y*
- 2.79%
- 10Y*
- 4.57%
BERIX vs. AONIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 2.36% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
AONIX American Century Investments One Choice Portfolio: Very Conservative | 2.47% | 7.52% | 5.92% | 7.60% | -11.35% | 6.63% | 9.43% | 11.96% | -0.93% | 6.46% |
Correlation
The correlation between BERIX and AONIX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2004 | 0.80 |
Over the past year, the correlation between BERIX and AONIX has dropped to 0.48 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
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Return for Risk
BERIX vs. AONIX — Risk / Return Rank
BERIX
AONIX
BERIX vs. AONIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chartwell Income Fund (BERIX) and American Century Investments One Choice Portfolio: Very Conservative (AONIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BERIX | AONIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.36 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 2.19 | +0.84 |
| Martin ratioReturn relative to average drawdown | 11.37 | 9.67 | +1.70 |
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Drawdowns
BERIX vs. AONIX - Drawdown Comparison
The maximum BERIX drawdown since its inception was -20.34%, which is greater than AONIX's maximum drawdown of -15.27%. Use the drawdown chart below to compare losses from any high point for BERIX and AONIX.
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Drawdown Indicators
| BERIX | AONIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.34% | -15.27% | -5.07% |
Max Drawdown (1Y)Largest decline over 1 year | -3.36% | -3.51% | +0.15% |
Max Drawdown (3Y)Largest decline over 3 years | -5.82% | -5.08% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -15.73% | -15.27% | -0.46% |
Max Drawdown (10Y)Largest decline over 10 years | -20.34% | -15.27% | -5.07% |
Current DrawdownCurrent decline from peak | -3.36% | -0.50% | -2.86% |
Average DrawdownAverage peak-to-trough decline | -2.59% | -1.98% | -0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 0.79% | +0.10% |
Volatility
BERIX vs. AONIX - Volatility Comparison
Chartwell Income Fund (BERIX) and American Century Investments One Choice Portfolio: Very Conservative (AONIX) have volatilities of 1.58% and 1.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BERIX | AONIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.51% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 4.44% | 3.28% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.12% | 4.08% | +1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.98% | 5.42% | +0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.03% | 5.27% | +0.76% |
BERIX vs. AONIX - Expense Ratio Comparison
BERIX has a 0.64% expense ratio, which is higher than AONIX's 0.00% expense ratio.
Dividends
BERIX vs. AONIX - Dividend Comparison
BERIX's dividend yield for the trailing twelve months is around 4.15%, less than AONIX's 4.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AONIX American Century Investments One Choice Portfolio: Very Conservative | 4.47% | 3.82% | 3.10% | 2.80% | 7.19% | 6.36% | 3.46% | 3.57% | 5.83% | 3.08% | 2.16% | 2.79% |
BERIX Chartwell Income Fund | 4.15% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
Frequently Asked Questions
BERIX and AONIX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BERIX has higher volatility (1.58%) compared to AONIX (1.51%). In terms of maximum drawdown, BERIX dropped -20.34% vs AONIX's -15.27%.
BERIX currently has the higher Sharpe Ratio (1.99 vs 1.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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