PortfoliosLab logoPortfoliosLab logo
FOKFX vs. ACIHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FOKFX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity OTC K6 Portfolio (FOKFX) and American Century Growth Fund G Class (ACIHX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FOKFX vs. ACIHX - Yearly Performance Comparison


2026 (YTD)2025202420232022
FOKFX
Fidelity OTC K6 Portfolio
-5.03%20.30%34.58%43.48%-6.32%
ACIHX
American Century Growth Fund G Class
-10.03%16.26%27.35%44.64%-6.24%

Returns By Period

In the year-to-date period, FOKFX achieves a -5.03% return, which is significantly higher than ACIHX's -10.03% return.


FOKFX

1D
4.58%
1M
-5.35%
YTD
-5.03%
6M
-1.77%
1Y
27.30%
3Y*
24.07%
5Y*
12.15%
10Y*

ACIHX

1D
3.77%
1M
-5.57%
YTD
-10.03%
6M
-9.48%
1Y
16.46%
3Y*
18.66%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FOKFX vs. ACIHX - Expense Ratio Comparison

FOKFX has a 0.50% expense ratio, which is higher than ACIHX's 0.01% expense ratio.


Return for Risk

FOKFX vs. ACIHX — Risk / Return Rank

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

FOKFX
FOKFX Risk / Return Rank: 7070
Overall Rank
FOKFX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
FOKFX Sortino Ratio Rank: 6969
Sortino Ratio Rank
FOKFX Omega Ratio Rank: 6464
Omega Ratio Rank
FOKFX Calmar Ratio Rank: 7979
Calmar Ratio Rank
FOKFX Martin Ratio Rank: 7373
Martin Ratio Rank

ACIHX
ACIHX Risk / Return Rank: 3232
Overall Rank
ACIHX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
ACIHX Sortino Ratio Rank: 3434
Sortino Ratio Rank
ACIHX Omega Ratio Rank: 3232
Omega Ratio Rank
ACIHX Calmar Ratio Rank: 3434
Calmar Ratio Rank
ACIHX Martin Ratio Rank: 2929
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.

FOKFX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC K6 Portfolio (FOKFX) 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.


FOKFXACIHXDifference

Sharpe ratio

Return per unit of total volatility

1.21

0.78

+0.43

Sortino ratio

Return per unit of downside risk

1.79

1.28

+0.51

Omega ratio

Gain probability vs. loss probability

1.25

1.18

+0.07

Calmar ratio

Return relative to maximum drawdown

1.94

1.07

+0.88

Martin ratio

Return relative to average drawdown

7.19

3.68

+3.51

FOKFX vs. ACIHX - Sharpe Ratio Comparison

The current FOKFX Sharpe Ratio is 1.21, which is higher than the ACIHX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of FOKFX and ACIHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FOKFXACIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

0.78

+0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

0.78

-0.01

Correlation

The correlation between FOKFX and ACIHX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

FOKFX vs. ACIHX - Dividend Comparison

FOKFX's dividend yield for the trailing twelve months is around 4.42%, less than ACIHX's 17.73% yield.


TTM2025202420232022202120202019
FOKFX
Fidelity OTC K6 Portfolio
4.42%4.20%4.58%0.24%0.08%3.81%0.39%0.32%
ACIHX
American Century Growth Fund G Class
17.73%15.95%5.65%4.61%2.86%0.00%0.00%0.00%

Drawdowns

FOKFX vs. ACIHX - Drawdown Comparison

The maximum FOKFX drawdown since its inception was -37.26%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for FOKFX and ACIHX.


Loading graphics...

Drawdown Indicators


FOKFXACIHXDifference

Max Drawdown

Largest peak-to-trough decline

-37.26%

-24.00%

-13.26%

Max Drawdown (1Y)

Largest decline over 1 year

-12.72%

-16.40%

+3.68%

Max Drawdown (5Y)

Largest decline over 5 years

-37.26%

Current Drawdown

Current decline from peak

-8.53%

-13.25%

+4.72%

Average Drawdown

Average peak-to-trough decline

-9.40%

-4.95%

-4.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.44%

4.75%

-1.31%

Volatility

FOKFX vs. ACIHX - Volatility Comparison

Fidelity OTC K6 Portfolio (FOKFX) has a higher volatility of 8.56% compared to American Century Growth Fund G Class (ACIHX) at 6.80%. This indicates that FOKFX's price experiences larger fluctuations and is considered to be riskier than ACIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FOKFXACIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.56%

6.80%

+1.76%

Volatility (6M)

Calculated over the trailing 6-month period

14.69%

12.60%

+2.09%

Volatility (1Y)

Calculated over the trailing 1-year period

23.70%

22.68%

+1.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.93%

21.28%

+1.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.71%

21.28%

+3.43%