BGEIX vs. TWHIX
BGEIX (American Century Global Gold Fund) and TWHIX (American Century Heritage Fund) are both mutual funds - BGEIX is a Gold fund managed by American Century, while TWHIX is a Mid Cap Growth Equities fund managed by American Century. Over the past 10 years, BGEIX returned 10.13%/yr vs 11.27%/yr for TWHIX. Their 0.19 correlation means their historical movements had little consistent relationship. BGEIX charges 0.65%/yr vs 1.00%/yr for TWHIX.
Performance
BGEIX vs. TWHIX - Performance Comparison
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Returns By Period
In the year-to-date period, BGEIX achieves a -11.13% return, which is significantly lower than TWHIX's 3.13% return. Over the past 10 years, BGEIX has underperformed TWHIX with an annualized return of 10.13%, while TWHIX has yielded a comparatively higher 11.27% annualized return.
BGEIX
- 1D
- 3.47%
- 1M
- -2.24%
- 6M
- -19.57%
- YTD
- -11.13%
- 1Y
- 48.85%
- 3Y*
- 38.61%
- 5Y*
- 18.36%
- 10Y*
- 10.13%
- ALL TIME*
- 5.11%
TWHIX
- 1D
- 2.10%
- 1M
- -3.99%
- 6M
- 3.23%
- YTD
- 3.13%
- 1Y
- 0.36%
- 3Y*
- 11.89%
- 5Y*
- 3.31%
- 10Y*
- 11.27%
- ALL TIME*
- 10.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BGEIX vs. TWHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGEIX American Century Global Gold Fund | -11.13% | 158.45% | 15.10% | 7.52% | -12.54% | -8.85% | 18.92% | 37.82% | -7.43% | 10.62% |
TWHIX American Century Heritage Fund | 3.13% | 6.53% | 24.66% | 20.64% | -28.13% | 11.52% | 42.61% | 35.50% | -5.08% | 21.83% |
Correlation
The correlation between BGEIX and TWHIX is 0.41, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.41 |
Correlation (3Y) Balances recent behavior with more history. | 0.30 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.31 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.24 |
Correlation (All Time) Calculated using the full available price history since Aug 17, 1988 | 0.19 |
Over the past year, BGEIX and TWHIX have become more correlated (0.41) than their long-term average of 0.19, meaning their price movements have been converging.
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Return for Risk
BGEIX vs. TWHIX — Risk / Return Rank
BGEIX
TWHIX
BGEIX vs. TWHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Gold Fund (BGEIX) and American Century Heritage Fund (TWHIX). 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.
| BGEIX | TWHIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.21 | ||
| Sortino ratioReturn per unit of downside risk | +1.57 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.00 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.30 | -0.13 | +1.43 |
| Martin ratioReturn relative to average drawdown | 2.88 | -0.36 | +3.24 |
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Drawdowns
BGEIX vs. TWHIX - Drawdown Comparison
The maximum BGEIX drawdown since its inception was -78.69%, which is greater than TWHIX's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for BGEIX and TWHIX.
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Drawdown Indicators
| BGEIX | TWHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.69% | -56.98% | -21.71% |
Max Drawdown (1Y)Largest decline over 1 year | -38.61% | -15.82% | -22.79% |
Max Drawdown (3Y)Largest decline over 3 years | -38.61% | -26.30% | -12.31% |
Max Drawdown (5Y)Largest decline over 5 years | -46.62% | -40.34% | -6.28% |
Max Drawdown (10Y)Largest decline over 10 years | -51.92% | -40.34% | -11.58% |
Current DrawdownCurrent decline from peak | -33.63% | -5.18% | -28.45% |
Average DrawdownAverage peak-to-trough decline | -35.14% | -12.21% | -22.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.45% | 5.57% | +11.88% |
Volatility
BGEIX vs. TWHIX - Volatility Comparison
American Century Global Gold Fund (BGEIX) has a higher volatility of 11.67% compared to American Century Heritage Fund (TWHIX) at 4.82%. This indicates that BGEIX's price experiences larger fluctuations and is considered to be riskier than TWHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGEIX | TWHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.67% | 4.82% | +6.85% |
Volatility (6M)Calculated over the trailing 6-month period | 37.64% | 14.77% | +22.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.61% | 18.53% | +27.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.42% | 23.41% | +11.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.49% | 22.85% | +10.64% |
BGEIX vs. TWHIX - Expense Ratio Comparison
BGEIX has a 0.65% expense ratio, which is lower than TWHIX's 1.00% expense ratio.
Dividends
BGEIX vs. TWHIX - Dividend Comparison
BGEIX's dividend yield for the trailing twelve months is around 0.91%, less than TWHIX's 21.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BGEIX American Century Global Gold Fund | 0.91% | 0.85% | 1.36% | 1.56% | 1.38% | 2.13% | 0.56% | 0.87% | 0.00% | 0.00% | 10.56% |
TWHIX American Century Heritage Fund | 21.47% | 22.14% | 15.58% | 0.78% | 0.98% | 12.00% | 13.72% | 11.32% | 25.33% | 9.38% | 8.71% |
Frequently Asked Questions
BGEIX and TWHIX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGEIX has higher volatility (11.67%) compared to TWHIX (4.82%). In terms of maximum drawdown, BGEIX dropped -78.69% vs TWHIX's -56.98%.
BGEIX currently has the higher Sharpe Ratio (1.11 vs -0.11), 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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