CLFFX vs. AMDVX

Last updated Aug 1, 2026

CLFFX (Lone Peak Value Fund) and AMDVX (American Century Mid Cap Value R6) are both Mid Cap Value Equities funds. Over the past 10 years, CLFFX returned 11.02%/yr vs 9.86%/yr for AMDVX. Their correlation of 0.86 means they have usually moved in the same direction. CLFFX charges 1.15%/yr vs 0.63%/yr for AMDVX.

Performance

CLFFX vs. AMDVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lone Peak Value Fund (CLFFX) and American Century Mid Cap Value R6 (AMDVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with CLFFX having a 16.02% return and AMDVX slightly lower at 15.80%. Over the past 10 years, CLFFX has outperformed AMDVX with an annualized return of 11.02%, while AMDVX has yielded a comparatively lower 9.86% annualized return.

CLFFX

• 1D: -0.53%
• 1M: 0.19%
• 6M: 11.91%
• YTD: 16.02%
• 1Y: 28.15%
• 3Y*: 15.72%
• 5Y*: 8.36%
• 10Y*: 11.02%
• ALL TIME*: 10.67%

AMDVX

• 1D: -0.70%
• 1M: 2.35%
• 6M: 11.07%
• YTD: 15.80%
• 1Y: 21.70%
• 3Y*: 11.69%
• 5Y*: 9.16%
• 10Y*: 9.86%
• ALL TIME*: 10.14%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AMDVX American Century Mid Cap Value R6	$0.00	$0.00	$0.00
CLFFX Lone Peak Value Fund	$0.00	$0.00	$0.00

CLFFX vs. AMDVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CLFFX Lone Peak Value Fund	16.02%	18.10%	9.08%	4.68%	-4.08%	19.72%	10.51%	23.74%	-9.25%	10.63%
AMDVX American Century Mid Cap Value R6	15.80%	9.21%	8.87%	6.54%	-0.35%	23.83%	1.99%	29.32%	-12.18%	11.95%

Correlation

The correlation between CLFFX and AMDVX is 0.81, 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.	0.81
Correlation (3Y) Balances recent behavior with more history.	0.83
Correlation (5Y) Shows whether the relationship held over a longer period.	0.88
Correlation (10Y) Provides a long-term view across more market conditions.	0.85
Correlation (All Time) Calculated using the full available price history since Feb 3, 2014	0.86

The correlation between CLFFX and AMDVX has been stable across timeframes, ranging from 0.81 to 0.88 - a consistent structural relationship.

Return for Risk

CLFFX vs. AMDVX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CLFFX

CLFFX Risk / Return Rank: 81
CLFFX Sharpe Ratio Rank: 80
CLFFX Sortino Ratio Rank: 79
CLFFX Omega Ratio Rank: 76
CLFFX Calmar Ratio Rank: 84
CLFFX Martin Ratio Rank: 83

AMDVX

AMDVX Risk / Return Rank: 71
AMDVX Sharpe Ratio Rank: 74
AMDVX Sortino Ratio Rank: 76
AMDVX Omega Ratio Rank: 69
AMDVX Calmar Ratio Rank: 74
AMDVX Martin Ratio Rank: 62

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CLFFX vs. AMDVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lone Peak Value Fund (CLFFX) and American Century Mid Cap Value R6 (AMDVX). 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.

	CLFFX	AMDVX	Difference
Sharpe ratio: Return per unit of total volatility	1.94	1.71	+0.23
Sortino ratio: Return per unit of downside risk	2.79	2.59	+0.20
Omega ratio: Gain probability vs. loss probability	1.34	1.30	+0.04
Calmar ratio: Return relative to maximum drawdown	2.94	2.39	+0.56
Martin ratio: Return relative to average drawdown	10.60	7.85	+2.75

CLFFX vs. AMDVX - Sharpe Ratio Comparison

The current CLFFX Sharpe Ratio is 1.94, which is comparable to the AMDVX Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of CLFFX and AMDVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CLFFX vs. AMDVX - Drawdown Comparison

The maximum CLFFX drawdown since its inception was -40.20%, roughly equal to the maximum AMDVX drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for CLFFX and AMDVX.

Drawdown Indicators

	CLFFX	AMDVX	Difference
Max Drawdown Largest peak-to-trough decline	-40.20%	-39.21%	-0.99%
Max Drawdown (1Y) Largest decline over 1 year	-9.51%	-8.47%	-1.04%
Max Drawdown (3Y) Largest decline over 3 years	-16.03%	-14.50%	-1.53%
Max Drawdown (5Y) Largest decline over 5 years	-19.08%	-16.96%	-2.12%
Max Drawdown (10Y) Largest decline over 10 years	-40.20%	-39.21%	-0.99%
Current Drawdown Current decline from peak	-1.02%	-1.11%	+0.09%
Average Drawdown Average peak-to-trough decline	-5.95%	-3.94%	-2.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.63%	2.57%	+0.06%

Volatility

CLFFX vs. AMDVX - Volatility Comparison

Lone Peak Value Fund (CLFFX) has a higher volatility of 3.95% compared to American Century Mid Cap Value R6 (AMDVX) at 3.41%. This indicates that CLFFX's price experiences larger fluctuations and is considered to be riskier than AMDVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CLFFX	AMDVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.95%	3.41%	+0.54%
Volatility (6M) Calculated over the trailing 6-month period	10.60%	8.65%	+1.95%
Volatility (1Y) Calculated over the trailing 1-year period	14.49%	11.86%	+2.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.82%	14.57%	+2.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.41%	17.40%	+2.01%

CLFFX vs. AMDVX - Expense Ratio Comparison

CLFFX has a 1.15% expense ratio, which is higher than AMDVX's 0.63% expense ratio.

Dividends

CLFFX vs. AMDVX - Dividend Comparison

CLFFX's dividend yield for the trailing twelve months is around 1.11%, less than AMDVX's 12.99% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AMDVX American Century Mid Cap Value R6	12.99%	14.83%	9.13%	5.59%	15.97%	16.32%	2.14%	1.79%	15.04%	9.85%	4.38%	11.43%
CLFFX Lone Peak Value Fund	1.11%	1.29%	1.21%	4.93%	1.99%	4.30%	2.08%	1.59%	5.70%	5.09%	0.41%	0.00%

Frequently Asked Questions

Can I hold both CLFFX and AMDVX in my portfolio?

CLFFX and AMDVX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CLFFX or AMDVX?

CLFFX has higher volatility (3.95%) compared to AMDVX (3.41%). In terms of maximum drawdown, CLFFX dropped -40.20% vs AMDVX's -39.21%.

Which has better risk-adjusted returns?

CLFFX currently has the higher Sharpe Ratio (1.94 vs 1.71), 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.