BIGRX vs. AONIX
BIGRX (American Century Disciplined Core Value Fund) and AONIX (American Century Investments One Choice Portfolio: Very Conservative) are both mutual funds - BIGRX is a Large Cap Value Equities fund managed by American Century, while AONIX is a Diversified Portfolio fund managed by American Century. Over the past 10 years, BIGRX returned 11.28%/yr vs 4.55%/yr for AONIX. A 0.79 correlation means they provide meaningful diversification when combined. BIGRX charges 0.65%/yr vs 0.00%/yr for AONIX.
Performance
BIGRX vs. AONIX - Performance Comparison
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Returns By Period
In the year-to-date period, BIGRX achieves a 11.65% return, which is significantly higher than AONIX's 2.84% return. Over the past 10 years, BIGRX has outperformed AONIX with an annualized return of 11.28%, while AONIX has yielded a comparatively lower 4.55% annualized return.
BIGRX
- 1D
- -0.21%
- 1M
- 3.15%
- YTD
- 11.65%
- 6M
- 12.39%
- 1Y
- 28.50%
- 3Y*
- 17.32%
- 5Y*
- 7.38%
- 10Y*
- 11.28%
AONIX
- 1D
- 0.16%
- 1M
- 1.25%
- YTD
- 2.84%
- 6M
- 2.77%
- 1Y
- 8.41%
- 3Y*
- 6.97%
- 5Y*
- 2.86%
- 10Y*
- 4.55%
BIGRX vs. AONIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 11.65% | 14.85% | 13.26% | 8.44% | -12.59% | 24.22% | 11.86% | 24.00% | -6.37% | 20.63% |
AONIX American Century Investments One Choice Portfolio: Very Conservative | 2.84% | 7.52% | 5.92% | 7.60% | -11.35% | 6.63% | 9.43% | 11.96% | -0.93% | 6.46% |
Correlation
The correlation between BIGRX and AONIX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2004 | 0.79 |
The correlation between BIGRX and AONIX has been stable across timeframes, ranging from 0.71 to 0.79 - a consistent structural relationship.
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Return for Risk
BIGRX vs. AONIX — Risk / Return Rank
BIGRX
AONIX
BIGRX vs. AONIX - 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 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.
| BIGRX | AONIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.43 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.55 | 2.46 | +1.09 |
| Martin ratioReturn relative to average drawdown | 14.96 | 10.95 | +4.01 |
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 | AONIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.51 | 2.22 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.53 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.87 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.87 | -0.29 |
Drawdowns
BIGRX vs. AONIX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -58.04%, which is greater than AONIX's maximum drawdown of -15.27%. Use the drawdown chart below to compare losses from any high point for BIGRX and AONIX.
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Drawdown Indicators
| BIGRX | AONIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.04% | -15.27% | -42.77% |
Max Drawdown (1Y)Largest decline over 1 year | -7.95% | -3.51% | -4.44% |
Max Drawdown (3Y)Largest decline over 3 years | -18.24% | -5.08% | -13.16% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -15.27% | -6.92% |
Max Drawdown (10Y)Largest decline over 10 years | -32.62% | -15.27% | -17.35% |
Current DrawdownCurrent decline from peak | -0.21% | 0.00% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -9.00% | -1.98% | -7.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 0.79% | +1.09% |
Volatility
BIGRX vs. AONIX - Volatility Comparison
American Century Disciplined Core Value Fund (BIGRX) has a higher volatility of 2.78% compared to American Century Investments One Choice Portfolio: Very Conservative (AONIX) at 1.32%. This indicates that BIGRX's price experiences larger fluctuations and is considered to be riskier than AONIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGRX | AONIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | 1.32% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 8.33% | 3.06% | +5.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.25% | 3.90% | +7.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.94% | 5.40% | +9.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 5.25% | +11.57% |
BIGRX vs. AONIX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is higher than AONIX's 0.00% expense ratio.
Dividends
BIGRX vs. AONIX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 8.11%, more than AONIX's 3.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AONIX American Century Investments One Choice Portfolio: Very Conservative | 3.54% | 3.82% | 3.10% | 2.80% | 7.19% | 6.36% | 3.46% | 3.57% | 5.83% | 3.08% | 2.16% | 2.79% |
BIGRX American Century Disciplined Core Value Fund | 8.11% | 9.05% | 1.32% | 1.55% | 1.88% | 28.04% | 16.19% | 3.90% | 13.40% | 9.32% | 3.91% | 9.22% |
Frequently Asked Questions
BIGRX and AONIX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIGRX has higher volatility (2.78%) compared to AONIX (1.32%). In terms of maximum drawdown, BIGRX dropped -58.04% vs AONIX's -15.27%.
BIGRX currently has the higher Sharpe Ratio (2.51 vs 2.22), 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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