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BULIX vs. TWBIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BULIX vs. TWBIX - Performance Comparison

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

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BULIX vs. TWBIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BULIX
American Century Utilities Fund
9.21%16.76%24.32%-7.51%-4.37%13.77%-2.38%19.94%1.82%0.59%
TWBIX
American Century Balanced Fund
-3.56%9.60%11.93%16.18%-17.34%16.32%12.62%19.65%-3.46%14.04%

Returns By Period

In the year-to-date period, BULIX achieves a 9.21% return, which is significantly higher than TWBIX's -3.56% return. Both investments have delivered pretty close results over the past 10 years, with BULIX having a 7.29% annualized return and TWBIX not far ahead at 7.49%.


BULIX

1D
-0.15%
1M
-2.17%
YTD
9.21%
6M
7.02%
1Y
21.31%
3Y*
14.91%
5Y*
9.52%
10Y*
7.29%

TWBIX

1D
1.85%
1M
-4.01%
YTD
-3.56%
6M
-2.57%
1Y
8.90%
3Y*
9.27%
5Y*
4.74%
10Y*
7.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BULIX vs. TWBIX - Expense Ratio Comparison

BULIX has a 0.65% expense ratio, which is lower than TWBIX's 0.91% expense ratio.


Return for Risk

BULIX vs. TWBIX — Risk / Return Rank

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

BULIX
BULIX Risk / Return Rank: 7575
Overall Rank
BULIX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
BULIX Sortino Ratio Rank: 7373
Sortino Ratio Rank
BULIX Omega Ratio Rank: 6767
Omega Ratio Rank
BULIX Calmar Ratio Rank: 9191
Calmar Ratio Rank
BULIX Martin Ratio Rank: 7070
Martin Ratio Rank

TWBIX
TWBIX Risk / Return Rank: 4141
Overall Rank
TWBIX Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
TWBIX Sortino Ratio Rank: 3636
Sortino Ratio Rank
TWBIX Omega Ratio Rank: 3636
Omega Ratio Rank
TWBIX Calmar Ratio Rank: 4646
Calmar Ratio Rank
TWBIX Martin Ratio Rank: 5353
Martin Ratio Rank
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.

BULIX vs. TWBIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) and American Century Balanced Fund (TWBIX). 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.


BULIXTWBIXDifference

Sharpe ratio

Return per unit of total volatility

1.42

0.84

+0.58

Sortino ratio

Return per unit of downside risk

1.90

1.28

+0.62

Omega ratio

Gain probability vs. loss probability

1.26

1.18

+0.08

Calmar ratio

Return relative to maximum drawdown

2.76

1.29

+1.47

Martin ratio

Return relative to average drawdown

6.85

5.54

+1.31

BULIX vs. TWBIX - Sharpe Ratio Comparison

The current BULIX Sharpe Ratio is 1.42, which is higher than the TWBIX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of BULIX and TWBIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BULIXTWBIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.42

0.84

+0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.43

+0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.69

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.68

-0.22

Correlation

The correlation between BULIX and TWBIX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BULIX vs. TWBIX - Dividend Comparison

BULIX's dividend yield for the trailing twelve months is around 10.45%, more than TWBIX's 1.71% yield.


TTM20252024202320222021202020192018201720162015
BULIX
American Century Utilities Fund
10.45%11.60%2.36%2.65%7.78%7.50%7.55%2.97%6.91%7.70%6.99%5.87%
TWBIX
American Century Balanced Fund
1.71%1.71%1.85%1.70%1.34%21.54%6.22%5.04%8.12%5.99%2.41%6.24%

Drawdowns

BULIX vs. TWBIX - Drawdown Comparison

The maximum BULIX drawdown since its inception was -55.21%, which is greater than TWBIX's maximum drawdown of -33.88%. Use the drawdown chart below to compare losses from any high point for BULIX and TWBIX.


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Drawdown Indicators


BULIXTWBIXDifference

Max Drawdown

Largest peak-to-trough decline

-55.21%

-33.88%

-21.33%

Max Drawdown (1Y)

Largest decline over 1 year

-8.34%

-7.58%

-0.76%

Max Drawdown (5Y)

Largest decline over 5 years

-24.56%

-22.48%

-2.08%

Max Drawdown (10Y)

Largest decline over 10 years

-33.86%

-22.48%

-11.38%

Current Drawdown

Current decline from peak

-3.12%

-4.73%

+1.61%

Average Drawdown

Average peak-to-trough decline

-10.06%

-4.72%

-5.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.35%

1.76%

+1.59%

Volatility

BULIX vs. TWBIX - Volatility Comparison

American Century Utilities Fund (BULIX) has a higher volatility of 4.78% compared to American Century Balanced Fund (TWBIX) at 3.70%. This indicates that BULIX's price experiences larger fluctuations and is considered to be riskier than TWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BULIXTWBIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.78%

3.70%

+1.08%

Volatility (6M)

Calculated over the trailing 6-month period

9.76%

6.06%

+3.70%

Volatility (1Y)

Calculated over the trailing 1-year period

15.47%

11.20%

+4.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.57%

10.99%

+5.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.99%

10.89%

+7.10%