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BTTRX vs. BIPC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTTRX vs. BIPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Zero Coupon 2025 Fund (BTTRX) and Brookfield Infrastructure Corporation (BIPC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BTTRX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

BIPC

1D
0.17%
1M
12.65%
YTD
-7.13%
6M
-10.06%
1Y
5.81%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTTRX vs. BIPC - Yearly Performance Comparison


2026 (YTD)20252024
BTTRX
American Century Zero Coupon 2025 Fund
0.00%2.79%0.08%
BIPC
Brookfield Infrastructure Corporation
-7.13%18.32%4.74%

Correlation

The correlation between BTTRX and BIPC is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.00

Correlation (All Time)
Calculated using the full available price history since Dec 30, 2024

-0.04

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Return for Risk

BTTRX vs. BIPC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BTTRX

BIPC
BIPC Risk / Return Rank: 4444
Overall Rank
BIPC Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
BIPC Sortino Ratio Rank: 4040
Sortino Ratio Rank
BIPC Omega Ratio Rank: 4040
Omega Ratio Rank
BIPC Calmar Ratio Rank: 4545
Calmar Ratio Rank
BIPC Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BTTRX vs. BIPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Zero Coupon 2025 Fund (BTTRX) and Brookfield Infrastructure Corporation (BIPC). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BTTRX vs. BIPC - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BTTRXBIPCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

Drawdowns

BTTRX vs. BIPC - Drawdown Comparison


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Drawdown Indicators


BTTRXBIPCDifference

Max Drawdown

Largest peak-to-trough decline

-29.77%

Max Drawdown (1Y)

Largest decline over 1 year

-29.77%

Current Drawdown

Current decline from peak

-17.32%

Average Drawdown

Average peak-to-trough decline

-7.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.38%

Volatility

BTTRX vs. BIPC - Volatility Comparison


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Volatility by Period


BTTRXBIPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.92%

Volatility (6M)

Calculated over the trailing 6-month period

22.44%

Volatility (1Y)

Calculated over the trailing 1-year period

27.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.72%

Dividends

BTTRX vs. BIPC - Dividend Comparison

BTTRX has not paid dividends to shareholders, while BIPC's dividend yield for the trailing twelve months is around 4.28%.


PositionTTM20252024202320222021202020192018201720162015
BIPC
Brookfield Infrastructure Corporation
4.28%3.79%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BTTRX
American Century Zero Coupon 2025 Fund
0.00%0.00%4.96%4.00%3.47%3.27%7.69%3.90%5.25%1.05%3.42%2.85%

Frequently Asked Questions


BTTRX and BIPC have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for BTTRX and BIPC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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