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CPTNX vs. RFBAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CPTNX vs. RFBAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Government Bond Fund (CPTNX) and Davis Government Bond Fund (RFBAX). The values are adjusted to include any dividend payments, if applicable.

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CPTNX vs. RFBAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CPTNX
American Century Government Bond Fund
-0.43%7.26%0.32%3.51%-13.10%-1.24%6.71%6.16%0.57%2.15%
RFBAX
Davis Government Bond Fund
0.32%4.49%4.33%3.63%-5.29%-1.48%1.69%3.23%0.42%0.21%

Returns By Period

In the year-to-date period, CPTNX achieves a -0.43% return, which is significantly lower than RFBAX's 0.32% return. Over the past 10 years, CPTNX has underperformed RFBAX with an annualized return of 0.87%, while RFBAX has yielded a comparatively higher 1.03% annualized return.


CPTNX

1D
0.54%
1M
-2.29%
YTD
-0.43%
6M
0.79%
1Y
3.89%
3Y*
2.51%
5Y*
-0.51%
10Y*
0.87%

RFBAX

1D
0.00%
1M
-0.39%
YTD
0.32%
6M
0.87%
1Y
3.01%
3Y*
3.84%
5Y*
1.21%
10Y*
1.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CPTNX vs. RFBAX - Expense Ratio Comparison

CPTNX has a 0.47% expense ratio, which is lower than RFBAX's 1.00% expense ratio.


Return for Risk

CPTNX vs. RFBAX — Risk / Return Rank

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

CPTNX
CPTNX Risk / Return Rank: 5050
Overall Rank
CPTNX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
CPTNX Sortino Ratio Rank: 4848
Sortino Ratio Rank
CPTNX Omega Ratio Rank: 3333
Omega Ratio Rank
CPTNX Calmar Ratio Rank: 7272
Calmar Ratio Rank
CPTNX Martin Ratio Rank: 4646
Martin Ratio Rank

RFBAX
RFBAX Risk / Return Rank: 9494
Overall Rank
RFBAX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
RFBAX Sortino Ratio Rank: 9494
Sortino Ratio Rank
RFBAX Omega Ratio Rank: 9494
Omega Ratio Rank
RFBAX Calmar Ratio Rank: 9898
Calmar Ratio Rank
RFBAX Martin Ratio Rank: 9696
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.

CPTNX vs. RFBAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Government Bond Fund (CPTNX) and Davis Government Bond Fund (RFBAX). 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.


CPTNXRFBAXDifference

Sharpe ratio

Return per unit of total volatility

0.95

1.81

-0.86

Sortino ratio

Return per unit of downside risk

1.37

2.96

-1.59

Omega ratio

Gain probability vs. loss probability

1.17

1.49

-0.33

Calmar ratio

Return relative to maximum drawdown

1.67

4.51

-2.83

Martin ratio

Return relative to average drawdown

4.60

15.32

-10.72

CPTNX vs. RFBAX - Sharpe Ratio Comparison

The current CPTNX Sharpe Ratio is 0.95, which is lower than the RFBAX Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of CPTNX and RFBAX, 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


CPTNXRFBAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

1.81

-0.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

0.59

-0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.18

0.58

-0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

1.15

1.04

+0.11

Correlation

The correlation between CPTNX and RFBAX is 0.66, 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

CPTNX vs. RFBAX - Dividend Comparison

CPTNX's dividend yield for the trailing twelve months is around 3.73%, more than RFBAX's 2.77% yield.


TTM20252024202320222021202020192018201720162015
CPTNX
American Century Government Bond Fund
3.73%4.07%4.22%3.72%1.84%2.10%2.09%2.48%2.49%2.14%2.28%1.69%
RFBAX
Davis Government Bond Fund
2.77%3.01%3.23%2.15%0.80%0.57%0.93%1.67%1.17%0.59%0.68%0.75%

Drawdowns

CPTNX vs. RFBAX - Drawdown Comparison

The maximum CPTNX drawdown since its inception was -19.73%, which is greater than RFBAX's maximum drawdown of -8.03%. Use the drawdown chart below to compare losses from any high point for CPTNX and RFBAX.


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Drawdown Indicators


CPTNXRFBAXDifference

Max Drawdown

Largest peak-to-trough decline

-19.73%

-8.03%

-11.70%

Max Drawdown (1Y)

Largest decline over 1 year

-2.95%

-0.77%

-2.18%

Max Drawdown (5Y)

Largest decline over 5 years

-19.15%

-7.61%

-11.54%

Max Drawdown (10Y)

Largest decline over 10 years

-19.73%

-8.03%

-11.70%

Current Drawdown

Current decline from peak

-5.51%

-0.58%

-4.93%

Average Drawdown

Average peak-to-trough decline

-2.28%

-1.19%

-1.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.07%

0.23%

+0.84%

Volatility

CPTNX vs. RFBAX - Volatility Comparison

American Century Government Bond Fund (CPTNX) has a higher volatility of 1.62% compared to Davis Government Bond Fund (RFBAX) at 0.48%. This indicates that CPTNX's price experiences larger fluctuations and is considered to be riskier than RFBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CPTNXRFBAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.62%

0.48%

+1.14%

Volatility (6M)

Calculated over the trailing 6-month period

2.66%

1.19%

+1.47%

Volatility (1Y)

Calculated over the trailing 1-year period

4.63%

1.93%

+2.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.24%

2.06%

+4.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.96%

1.78%

+3.18%