BTTRX vs. BULIX

Last updated Jun 4, 2026

BTTRX (American Century Zero Coupon 2025 Fund) and BULIX (American Century Utilities Fund) are both mutual funds - BTTRX is a Government Bonds fund managed by American Century, while BULIX is a Utilities Equities fund managed by American Century. At a correlation of -0.05, they often move in opposite directions. BTTRX charges 0.54%/yr vs 0.65%/yr for BULIX.

Performance

BTTRX vs. BULIX - Performance Comparison

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

Returns By Period

BTTRX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BULIX

• 1D: 1.70%
• 1M: -5.06%
• YTD: 4.40%
• 6M: 2.91%
• 1Y: 10.79%
• 3Y*: 15.11%
• 5Y*: 8.21%
• 10Y*: 6.86%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BTTRX vs. BULIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BTTRX American Century Zero Coupon 2025 Fund	0.00%	2.79%	9.54%	7.82%	-7.63%	-2.65%	17.73%	11.43%	5.77%	1.22%
BULIX American Century Utilities Fund	4.40%	16.76%	24.32%	-7.51%	-4.37%	13.77%	-2.38%	19.94%	1.82%	0.59%

Correlation

The correlation between BTTRX and BULIX 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 (3Y) Calculated over the trailing 3-year period	0.11
Correlation (5Y) Calculated over the trailing 5-year period	0.15
Correlation (10Y) Calculated over the trailing 10-year period	0.09
Correlation (All Time) Calculated using the full available price history since Feb 16, 1996	-0.05

The correlation between BTTRX and BULIX shifts across timeframes, from -0.05 (all time) to 0.15 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

BTTRX vs. BULIX — Risk / Return Rank

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

BULIX

BULIX Risk / Return Rank: 11
BULIX Sharpe Ratio Rank: 10
BULIX Sortino Ratio Rank: 9
BULIX Omega Ratio Rank: 10
BULIX Calmar Ratio Rank: 13
BULIX Martin Ratio Rank: 10

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. BULIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Zero Coupon 2025 Fund (BTTRX) and American Century Utilities Fund (BULIX). 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.

Sharpe Ratios by Period

	BTTRX	BULIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.81	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.49	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.38	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.45	—

Drawdowns

Drawdown Indicators

	BTTRX	BULIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-55.21%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.93%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-16.54%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.56%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.86%	—
Current Drawdown Current decline from peak	—	-7.38%	—
Average Drawdown Average peak-to-trough decline	—	-10.03%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.61%	—

Volatility

Volatility by Period

	BTTRX	BULIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.15%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.14%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	13.85%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.71%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.05%	—

BTTRX vs. BULIX - Expense Ratio Comparison

BTTRX has a 0.54% expense ratio, which is lower than BULIX's 0.65% expense ratio.

Dividends

BTTRX vs. BULIX - Dividend Comparison

BTTRX has not paid dividends to shareholders, while BULIX's dividend yield for the trailing twelve months is around 10.93%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
BULIX American Century Utilities Fund	10.93%	11.60%	2.36%	2.65%	7.78%	7.50%	7.55%	2.97%	6.91%	7.70%	6.99%	5.87%

Frequently Asked Questions

Can I hold both BTTRX and BULIX in my portfolio?

BTTRX and BULIX 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.