BULIX vs. FIUIX
BULIX (American Century Utilities Fund) and FIUIX (Fidelity Telecom and Utilities Fund) are both Utilities Equities funds. Over the past 10 years, BULIX returned 6.49%/yr vs 8.58%/yr for FIUIX. Their correlation of 0.91 means they have usually moved in the same direction. BULIX charges 0.65%/yr vs 0.68%/yr for FIUIX.
Performance
BULIX vs. FIUIX - Performance Comparison
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Returns By Period
In the year-to-date period, BULIX achieves a 6.22% return, which is significantly higher than FIUIX's 1.77% return. Over the past 10 years, BULIX has underperformed FIUIX with an annualized return of 6.49%, while FIUIX has yielded a comparatively higher 8.58% annualized return.
BULIX
- 1D
- -0.72%
- 1M
- -2.91%
- 6M
- 5.14%
- YTD
- 6.22%
- 1Y
- 7.73%
- 3Y*
- 14.82%
- 5Y*
- 8.21%
- 10Y*
- 6.49%
- ALL TIME*
- 7.69%
FIUIX
- 1D
- -0.30%
- 1M
- -2.86%
- 6M
- 0.96%
- YTD
- 1.77%
- 1Y
- -4.48%
- 3Y*
- 13.90%
- 5Y*
- 9.48%
- 10Y*
- 8.58%
- ALL TIME*
- 9.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BULIX vs. FIUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 6.22% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
FIUIX Fidelity Telecom and Utilities Fund | 1.77% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
Correlation
The correlation between BULIX and FIUIX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 1993 | 0.91 |
The correlation between BULIX and FIUIX has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.
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Return for Risk
BULIX vs. FIUIX — Risk / Return Rank
BULIX
FIUIX
BULIX vs. FIUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) and Fidelity Telecom and Utilities Fund (FIUIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BULIX | FIUIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.86 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.96 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | -0.35 | +1.24 |
| Martin ratioReturn relative to average drawdown | 1.95 | -0.77 | +2.72 |
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Drawdowns
BULIX vs. FIUIX - Drawdown Comparison
The maximum BULIX drawdown since its inception was -55.21%, smaller than the maximum FIUIX drawdown of -66.48%. Use the drawdown chart below to compare losses from any high point for BULIX and FIUIX.
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Drawdown Indicators
| BULIX | FIUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.21% | -66.48% | +11.27% |
Max Drawdown (1Y)Largest decline over 1 year | -8.93% | -13.84% | +4.91% |
Max Drawdown (3Y)Largest decline over 3 years | -12.37% | -13.84% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -24.56% | -16.64% | -7.92% |
Max Drawdown (10Y)Largest decline over 10 years | -33.86% | -33.51% | -0.35% |
Current DrawdownCurrent decline from peak | -5.76% | -10.43% | +4.67% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -11.73% | +1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 6.23% | -2.17% |
Volatility
BULIX vs. FIUIX - Volatility Comparison
American Century Utilities Fund (BULIX) has a higher volatility of 4.48% compared to Fidelity Telecom and Utilities Fund (FIUIX) at 3.73%. This indicates that BULIX's price experiences larger fluctuations and is considered to be riskier than FIUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BULIX | FIUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.48% | 3.73% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 11.48% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 15.74% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.76% | 15.96% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 17.19% | +0.91% |
BULIX vs. FIUIX - Expense Ratio Comparison
BULIX has a 0.65% expense ratio, which is lower than FIUIX's 0.68% expense ratio.
Dividends
BULIX vs. FIUIX - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 10.66%, more than FIUIX's 3.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 10.66% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
FIUIX Fidelity Telecom and Utilities Fund | 3.18% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
Frequently Asked Questions
BULIX and FIUIX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BULIX has higher volatility (4.48%) compared to FIUIX (3.73%). In terms of maximum drawdown, BULIX dropped -55.21% vs FIUIX's -66.48%.
BULIX currently has the higher Sharpe Ratio (0.55 vs -0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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