FDG vs. SSSFX

In the year-to-date period, FDG achieves a 44.43% return, which is significantly higher than SSSFX's 13.57% return.

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FDG has a 0.45% expense ratio, which is lower than SSSFX's 1.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Focused Dynamic Growth ETF (FDG) and SouthernSun Small Cap (SSSFX). 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.

The current FDG Sharpe Ratio is 2.78, which is higher than the SSSFX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of FDG and SSSFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FDG nor SSSFX has paid dividends to shareholders.

The maximum FDG drawdown since its inception was -43.69%, smaller than the maximum SSSFX drawdown of -66.47%. Use the drawdown chart below to compare losses from any high point for FDG and SSSFX. For additional features, visit the drawdowns tool.

American Century Focused Dynamic Growth ETF (FDG) and SouthernSun Small Cap (SSSFX) have volatilities of 6.55% and 6.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.