BIGRX vs. AEDVX
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and American Century Emerging Markets Debt Fund (AEDVX).
BIGRX is managed by American Century. It was launched on Dec 17, 1990. AEDVX is managed by American Century. It was launched on Jul 28, 2014.
Performance
BIGRX vs. AEDVX - Performance Comparison
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BIGRX vs. AEDVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 0.26% | 14.85% | 13.26% | 8.44% | -12.59% | 24.22% | 11.86% | 24.00% | -6.37% | 20.63% |
AEDVX American Century Emerging Markets Debt Fund | -1.10% | 14.92% | 1.60% | 9.12% | -12.57% | -1.82% | 6.55% | 12.40% | -2.73% | 7.13% |
Returns By Period
In the year-to-date period, BIGRX achieves a 0.26% return, which is significantly higher than AEDVX's -1.10% return. Over the past 10 years, BIGRX has outperformed AEDVX with an annualized return of 10.16%, while AEDVX has yielded a comparatively lower 3.55% annualized return.
BIGRX
- 1D
- 2.23%
- 1M
- -5.23%
- YTD
- 0.26%
- 6M
- 4.65%
- 1Y
- 17.43%
- 3Y*
- 12.74%
- 5Y*
- 6.47%
- 10Y*
- 10.16%
AEDVX
- 1D
- 0.22%
- 1M
- -3.16%
- YTD
- -1.10%
- 6M
- 1.50%
- 1Y
- 10.28%
- 3Y*
- 7.09%
- 5Y*
- 1.94%
- 10Y*
- 3.55%
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BIGRX vs. AEDVX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is lower than AEDVX's 0.98% expense ratio.
Return for Risk
BIGRX vs. AEDVX — Risk / Return Rank
BIGRX
AEDVX
BIGRX vs. AEDVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Core Value Fund (BIGRX) and American Century Emerging Markets Debt Fund (AEDVX). 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.
| BIGRX | AEDVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 2.33 | -1.23 |
Sortino ratioReturn per unit of downside risk | 1.62 | 3.44 | -1.81 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.46 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.69 | -1.09 |
Martin ratioReturn relative to average drawdown | 7.10 | 11.48 | -4.38 |
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
| BIGRX | AEDVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 2.33 | -1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.39 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.80 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.86 | -0.30 |
Correlation
The correlation between BIGRX and AEDVX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BIGRX vs. AEDVX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 9.03%, more than AEDVX's 6.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 9.03% | 9.05% | 1.32% | 1.55% | 1.88% | 28.04% | 16.19% | 3.90% | 13.40% | 9.32% | 3.91% | 9.22% |
AEDVX American Century Emerging Markets Debt Fund | 6.33% | 5.41% | 4.99% | 5.47% | 3.30% | 3.57% | 3.42% | 3.99% | 3.65% | 3.64% | 4.28% | 3.47% |
Drawdowns
BIGRX vs. AEDVX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -58.04%, which is greater than AEDVX's maximum drawdown of -21.46%. Use the drawdown chart below to compare losses from any high point for BIGRX and AEDVX.
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Drawdown Indicators
| BIGRX | AEDVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.04% | -21.46% | -36.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -3.96% | -7.39% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -21.46% | -0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -32.62% | -21.46% | -11.16% |
Current DrawdownCurrent decline from peak | -5.90% | -3.76% | -2.14% |
Average DrawdownAverage peak-to-trough decline | -9.04% | -3.88% | -5.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 0.93% | +1.62% |
Volatility
BIGRX vs. AEDVX - Volatility Comparison
American Century Disciplined Core Value Fund (BIGRX) has a higher volatility of 4.38% compared to American Century Emerging Markets Debt Fund (AEDVX) at 1.67%. This indicates that BIGRX's price experiences larger fluctuations and is considered to be riskier than AEDVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGRX | AEDVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 1.67% | +2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 2.77% | +5.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 4.54% | +11.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.97% | 4.97% | +10.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 4.47% | +12.34% |