Correlation
The correlation between BTTRX and TWEIX is -0.17. 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. TWEIX
Compare and contrast key facts about American Century Zero Coupon 2025 Fund (BTTRX) and American Century Equity Income Fund (TWEIX).
BTTRX is managed by American Century Investments. It was launched on Feb 14, 1996. TWEIX is managed by American Century Investments. It was launched on Aug 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTTRX or TWEIX.
Performance
BTTRX vs. TWEIX - Performance Comparison
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Key characteristics
BTTRX:
1.97
TWEIX:
0.83
BTTRX:
27.38
TWEIX:
1.18
BTTRX:
5.72
TWEIX:
1.17
BTTRX:
29.49
TWEIX:
0.94
BTTRX:
107.74
TWEIX:
3.32
BTTRX:
0.10%
TWEIX:
2.87%
BTTRX:
5.35%
TWEIX:
11.85%
BTTRX:
-28.78%
TWEIX:
-39.30%
BTTRX:
0.00%
TWEIX:
-3.00%
Returns By Period
In the year-to-date period, BTTRX achieves a 1.70% return, which is significantly lower than TWEIX's 2.76% return. Over the past 10 years, BTTRX has underperformed TWEIX with an annualized return of 5.59%, while TWEIX has yielded a comparatively higher 8.13% annualized return.
BTTRX
1.70%
0.28%
7.41%
10.38%
6.61%
4.10%
5.59%
TWEIX
2.76%
2.52%
-3.00%
8.16%
5.23%
8.91%
8.13%
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BTTRX vs. TWEIX - Expense Ratio Comparison
BTTRX has a 0.54% expense ratio, which is lower than TWEIX's 0.94% expense ratio.
Risk-Adjusted Performance
BTTRX vs. TWEIX — Risk-Adjusted Performance Rank
BTTRX
TWEIX
BTTRX vs. TWEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Zero Coupon 2025 Fund (BTTRX) and American Century Equity Income Fund (TWEIX). 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. TWEIX - Dividend Comparison
BTTRX's dividend yield for the trailing twelve months is around 4.87%, less than TWEIX's 11.13% 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% |
TWEIX American Century Equity Income Fund | 11.13% | 11.51% | 8.03% | 8.76% | 6.84% | 2.00% | 7.38% | 8.80% | 11.94% | 7.89% | 10.49% | 10.06% |
Drawdowns
BTTRX vs. TWEIX - Drawdown Comparison
The maximum BTTRX drawdown since its inception was -28.78%, smaller than the maximum TWEIX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for BTTRX and TWEIX.
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Volatility
BTTRX vs. TWEIX - Volatility Comparison
The current volatility for American Century Zero Coupon 2025 Fund (BTTRX) is 0.10%, while American Century Equity Income Fund (TWEIX) has a volatility of 3.55%. This indicates that BTTRX experiences smaller price fluctuations and is considered to be less risky than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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