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DLQAX vs. ACIHX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DLQAX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Large Cap Equity Fund (DLQAX) and American Century Growth Fund G Class (ACIHX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DLQAX achieves a 7.86% return, which is significantly lower than ACIHX's 8.95% return.


DLQAX

1D
0.32%
1M
4.29%
YTD
7.86%
6M
7.88%
1Y
22.96%
3Y*
17.72%
5Y*
8.87%
10Y*
13.07%

ACIHX

1D
-0.51%
1M
7.84%
YTD
8.95%
6M
8.02%
1Y
27.75%
3Y*
23.07%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DLQAX vs. ACIHX - Yearly Performance Comparison


2026 (YTD)2025202420232022
DLQAX
BNY Mellon Large Cap Equity Fund
7.86%14.27%21.29%16.81%-5.73%
ACIHX
American Century Growth Fund G Class
8.95%16.26%27.35%44.64%-6.24%

Correlation

The correlation between DLQAX and ACIHX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.88

Correlation (3Y)
Calculated over the trailing 3-year period

0.90

Correlation (All Time)
Calculated using the full available price history since May 17, 2022

0.91

The correlation between DLQAX and ACIHX has been stable across timeframes, ranging from 0.88 to 0.91 - a consistent structural relationship.

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Return for Risk

DLQAX vs. ACIHX — Risk / Return Rank

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

DLQAX
DLQAX Risk / Return Rank: 4545
Overall Rank
DLQAX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
DLQAX Sortino Ratio Rank: 4141
Sortino Ratio Rank
DLQAX Omega Ratio Rank: 4242
Omega Ratio Rank
DLQAX Calmar Ratio Rank: 4242
Calmar Ratio Rank
DLQAX Martin Ratio Rank: 5252
Martin Ratio Rank

ACIHX
ACIHX Risk / Return Rank: 3131
Overall Rank
ACIHX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
ACIHX Sortino Ratio Rank: 3636
Sortino Ratio Rank
ACIHX Omega Ratio Rank: 3636
Omega Ratio Rank
ACIHX Calmar Ratio Rank: 2222
Calmar Ratio Rank
ACIHX Martin Ratio Rank: 2323
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.

DLQAX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Large Cap Equity Fund (DLQAX) and American Century Growth Fund G Class (ACIHX). 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.


DLQAXACIHXDifference

Sharpe ratio

Return per unit of total volatility

1.96

1.83

+0.13

Sortino ratio

Return per unit of downside risk

2.71

2.48

+0.23

Omega ratio

Gain probability vs. loss probability

1.35

1.32

+0.03

Calmar ratio

Return relative to maximum drawdown

2.47

1.75

+0.72

Martin ratio

Return relative to average drawdown

10.58

5.88

+4.70

DLQAX vs. ACIHX - Sharpe Ratio Comparison

The current DLQAX Sharpe Ratio is 1.96, which is comparable to the ACIHX Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of DLQAX and ACIHX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


DLQAXACIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.96

1.83

+0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

1.02

-0.76

Drawdowns

DLQAX vs. ACIHX - Drawdown Comparison

The maximum DLQAX drawdown since its inception was -70.38%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for DLQAX and ACIHX.


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Drawdown Indicators


DLQAXACIHXDifference

Max Drawdown

Largest peak-to-trough decline

-70.38%

-24.00%

-46.38%

Max Drawdown (1Y)

Largest decline over 1 year

-9.63%

-16.40%

+6.77%

Max Drawdown (3Y)

Largest decline over 3 years

-22.44%

-24.00%

+1.56%

Max Drawdown (5Y)

Largest decline over 5 years

-30.77%

Max Drawdown (10Y)

Largest decline over 10 years

-34.33%

Current Drawdown

Current decline from peak

0.00%

-0.51%

+0.51%

Average Drawdown

Average peak-to-trough decline

-18.68%

-4.89%

-13.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.24%

4.87%

-2.63%

Volatility

DLQAX vs. ACIHX - Volatility Comparison

The current volatility for BNY Mellon Large Cap Equity Fund (DLQAX) is 2.88%, while American Century Growth Fund G Class (ACIHX) has a volatility of 3.44%. This indicates that DLQAX experiences smaller price fluctuations and is considered to be less risky than ACIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DLQAXACIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.88%

3.44%

-0.56%

Volatility (6M)

Calculated over the trailing 6-month period

9.09%

11.92%

-2.83%

Volatility (1Y)

Calculated over the trailing 1-year period

12.12%

15.71%

-3.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.63%

21.05%

-3.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.79%

21.05%

-2.26%

DLQAX vs. ACIHX - Expense Ratio Comparison

DLQAX has a 1.00% expense ratio, which is higher than ACIHX's 0.01% expense ratio.


Dividends

DLQAX vs. ACIHX - Dividend Comparison

DLQAX's dividend yield for the trailing twelve months is around 23.30%, more than ACIHX's 14.64% yield.


PositionTTM20252024202320222021202020192018201720162015
ACIHX
American Century Growth Fund G Class
14.64%15.95%5.65%4.61%2.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DLQAX
BNY Mellon Large Cap Equity Fund
23.30%21.34%47.67%35.24%15.74%14.22%3.69%4.70%15.48%3.90%1.90%5.38%

Frequently Asked Questions


DLQAX and ACIHX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ACIHX has higher volatility (3.44%) compared to DLQAX (2.88%). In terms of maximum drawdown, DLQAX dropped -70.38% vs ACIHX's -24.00%.

DLQAX currently has the higher Sharpe Ratio (1.96 vs 1.83), 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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