BULIX vs. BGEIX
Compare and contrast key facts about American Century Utilities Fund (BULIX) and American Century Global Gold Fund (BGEIX).
BULIX is managed by American Century. It was launched on Feb 28, 1993. BGEIX is managed by American Century. It was launched on Aug 16, 1988.
Performance
BULIX vs. BGEIX - Performance Comparison
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BULIX vs. BGEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 9.37% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
BGEIX American Century Global Gold Fund | -0.90% | 158.45% | 15.10% | 7.52% | -12.54% | -8.85% | 18.92% | 37.82% | -7.43% | 10.62% |
Returns By Period
In the year-to-date period, BULIX achieves a 9.37% return, which is significantly higher than BGEIX's -0.90% return. Over the past 10 years, BULIX has underperformed BGEIX with an annualized return of 7.31%, while BGEIX has yielded a comparatively higher 16.25% annualized return.
BULIX
- 1D
- 0.75%
- 1M
- -2.97%
- YTD
- 9.37%
- 6M
- 8.12%
- 1Y
- 21.96%
- 3Y*
- 14.97%
- 5Y*
- 9.57%
- 10Y*
- 7.31%
BGEIX
- 1D
- -0.23%
- 1M
- -25.99%
- YTD
- -0.90%
- 6M
- 14.02%
- 1Y
- 86.62%
- 3Y*
- 41.61%
- 5Y*
- 22.42%
- 10Y*
- 16.25%
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BULIX vs. BGEIX - Expense Ratio Comparison
Both BULIX and BGEIX have an expense ratio of 0.65%.
Return for Risk
BULIX vs. BGEIX — Risk / Return Rank
BULIX
BGEIX
BULIX vs. BGEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) and American Century Global Gold Fund (BGEIX). 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.
| BULIX | BGEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 2.06 | -0.56 |
Sortino ratioReturn per unit of downside risk | 2.00 | 2.33 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.35 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.89 | 2.90 | -0.01 |
Martin ratioReturn relative to average drawdown | 7.19 | 10.79 | -3.60 |
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
| BULIX | BGEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 2.06 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.69 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.49 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.16 | +0.31 |
Correlation
The correlation between BULIX and BGEIX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BULIX vs. BGEIX - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 10.43%, more than BGEIX's 0.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 10.43% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
BGEIX American Century Global Gold Fund | 0.85% | 0.85% | 1.36% | 1.56% | 1.38% | 2.13% | 0.56% | 0.87% | 0.00% | 0.00% | 10.56% | 0.00% |
Drawdowns
BULIX vs. BGEIX - Drawdown Comparison
The maximum BULIX drawdown since its inception was -55.21%, smaller than the maximum BGEIX drawdown of -78.69%. Use the drawdown chart below to compare losses from any high point for BULIX and BGEIX.
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Drawdown Indicators
| BULIX | BGEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.21% | -78.69% | +23.48% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -30.55% | +22.21% |
Max Drawdown (5Y)Largest decline over 5 years | -24.56% | -46.62% | +22.06% |
Max Drawdown (10Y)Largest decline over 10 years | -33.86% | -51.92% | +18.06% |
Current DrawdownCurrent decline from peak | -2.97% | -25.99% | +23.02% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -35.23% | +25.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 8.21% | -4.86% |
Volatility
BULIX vs. BGEIX - Volatility Comparison
The current volatility for American Century Utilities Fund (BULIX) is 4.86%, while American Century Global Gold Fund (BGEIX) has a volatility of 15.52%. This indicates that BULIX experiences smaller price fluctuations and is considered to be less risky than BGEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BULIX | BGEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 15.52% | -10.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 35.02% | -25.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 43.03% | -27.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.57% | 32.87% | -16.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 33.39% | -15.40% |