Correlation
The correlation between BTTRX and GUSTX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
BTTRX vs. GUSTX
Compare and contrast key facts about American Century Zero Coupon 2025 Fund (BTTRX) and GMO U.S. Treasury Fund (GUSTX).
BTTRX is managed by American Century Investments. It was launched on Feb 14, 1996. GUSTX is managed by GMO. It was launched on Mar 16, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTTRX or GUSTX.
Performance
BTTRX vs. GUSTX - Performance Comparison
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Key characteristics
BTTRX:
1.97
GUSTX:
3.20
BTTRX:
27.38
GUSTX:
9.78
BTTRX:
5.72
GUSTX:
4.99
BTTRX:
29.49
GUSTX:
24.41
BTTRX:
107.74
GUSTX:
82.99
BTTRX:
0.10%
GUSTX:
0.06%
BTTRX:
5.35%
GUSTX:
1.54%
BTTRX:
-28.78%
GUSTX:
-0.67%
BTTRX:
0.00%
GUSTX:
0.00%
Returns By Period
In the year-to-date period, BTTRX achieves a 1.70% return, which is significantly higher than GUSTX's 1.61% return. Over the past 10 years, BTTRX has outperformed GUSTX with an annualized return of 5.59%, while GUSTX has yielded a comparatively lower 1.45% annualized return.
BTTRX
1.70%
0.28%
7.41%
10.38%
6.61%
4.10%
5.59%
GUSTX
1.61%
0.00%
1.98%
4.35%
4.19%
2.44%
1.45%
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BTTRX vs. GUSTX - Expense Ratio Comparison
BTTRX has a 0.54% expense ratio, which is higher than GUSTX's 0.01% expense ratio.
Risk-Adjusted Performance
BTTRX vs. GUSTX — Risk-Adjusted Performance Rank
BTTRX
GUSTX
BTTRX vs. GUSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Zero Coupon 2025 Fund (BTTRX) and GMO U.S. Treasury Fund (GUSTX). 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.
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Dividends
BTTRX vs. GUSTX - Dividend Comparison
BTTRX's dividend yield for the trailing twelve months is around 4.87%, more than GUSTX's 4.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTTRX American Century Zero Coupon 2025 Fund | 4.87% | 4.96% | 4.17% | 3.47% | 3.27% | 7.84% | 3.90% | 5.55% | 4.46% | 3.55% | 3.04% | 5.60% |
GUSTX GMO U.S. Treasury Fund | 4.15% | 5.04% | 4.03% | 1.95% | 0.17% | 0.48% | 1.13% | 0.00% | 0.00% | 0.05% | 0.04% | 0.01% |
Drawdowns
BTTRX vs. GUSTX - Drawdown Comparison
The maximum BTTRX drawdown since its inception was -28.78%, which is greater than GUSTX's maximum drawdown of -0.67%. Use the drawdown chart below to compare losses from any high point for BTTRX and GUSTX.
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Volatility
BTTRX vs. GUSTX - Volatility Comparison
American Century Zero Coupon 2025 Fund (BTTRX) has a higher volatility of 0.10% compared to GMO U.S. Treasury Fund (GUSTX) at 0.00%. This indicates that BTTRX's price experiences larger fluctuations and is considered to be riskier than GUSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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