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NPHIX vs. BULIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NPHIX vs. BULIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century High Income Fund (NPHIX) and American Century Utilities Fund (BULIX). The values are adjusted to include any dividend payments, if applicable.

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NPHIX vs. BULIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NPHIX
American Century High Income Fund
-1.52%8.86%6.92%12.05%-12.59%6.12%8.03%12.70%-1.98%7.02%
BULIX
American Century Utilities Fund
9.37%16.76%24.32%-7.51%-4.37%13.77%-2.38%19.94%1.82%0.59%

Returns By Period

In the year-to-date period, NPHIX achieves a -1.52% return, which is significantly lower than BULIX's 9.37% return. Over the past 10 years, NPHIX has underperformed BULIX with an annualized return of 5.67%, while BULIX has yielded a comparatively higher 7.31% annualized return.


NPHIX

1D
0.23%
1M
-2.28%
YTD
-1.52%
6M
-0.09%
1Y
6.16%
3Y*
7.27%
5Y*
3.26%
10Y*
5.67%

BULIX

1D
0.75%
1M
-2.97%
YTD
9.37%
6M
8.12%
1Y
21.96%
3Y*
14.97%
5Y*
9.57%
10Y*
7.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NPHIX vs. BULIX - Expense Ratio Comparison

NPHIX has a 0.58% expense ratio, which is lower than BULIX's 0.65% expense ratio.


Return for Risk

NPHIX vs. BULIX — Risk / Return Rank

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

NPHIX
NPHIX Risk / Return Rank: 8787
Overall Rank
NPHIX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
NPHIX Sortino Ratio Rank: 8989
Sortino Ratio Rank
NPHIX Omega Ratio Rank: 8989
Omega Ratio Rank
NPHIX Calmar Ratio Rank: 8383
Calmar Ratio Rank
NPHIX Martin Ratio Rank: 8585
Martin Ratio Rank

BULIX
BULIX Risk / Return Rank: 8181
Overall Rank
BULIX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
BULIX Sortino Ratio Rank: 8080
Sortino Ratio Rank
BULIX Omega Ratio Rank: 7474
Omega Ratio Rank
BULIX Calmar Ratio Rank: 9393
Calmar Ratio Rank
BULIX Martin Ratio Rank: 7575
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.

NPHIX vs. BULIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century High Income Fund (NPHIX) and American Century Utilities Fund (BULIX). 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.


NPHIXBULIXDifference

Sharpe ratio

Return per unit of total volatility

1.74

1.50

+0.23

Sortino ratio

Return per unit of downside risk

2.49

2.00

+0.49

Omega ratio

Gain probability vs. loss probability

1.40

1.28

+0.12

Calmar ratio

Return relative to maximum drawdown

2.03

2.89

-0.85

Martin ratio

Return relative to average drawdown

8.74

7.19

+1.55

NPHIX vs. BULIX - Sharpe Ratio Comparison

The current NPHIX Sharpe Ratio is 1.74, which is comparable to the BULIX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of NPHIX and BULIX, 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


NPHIXBULIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.74

1.50

+0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

0.58

+0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.01

0.41

+0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.97

0.47

+0.50

Correlation

The correlation between NPHIX and BULIX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

NPHIX vs. BULIX - Dividend Comparison

NPHIX's dividend yield for the trailing twelve months is around 6.32%, less than BULIX's 10.43% yield.


TTM20252024202320222021202020192018201720162015
NPHIX
American Century High Income Fund
6.32%6.69%6.07%4.81%4.95%5.77%5.35%5.54%6.24%5.87%5.72%7.44%
BULIX
American Century Utilities Fund
10.43%11.60%2.36%2.65%7.78%7.50%7.55%2.97%6.91%7.70%6.99%5.87%

Drawdowns

NPHIX vs. BULIX - Drawdown Comparison

The maximum NPHIX drawdown since its inception was -21.67%, smaller than the maximum BULIX drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for NPHIX and BULIX.


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Drawdown Indicators


NPHIXBULIXDifference

Max Drawdown

Largest peak-to-trough decline

-21.67%

-55.21%

+33.54%

Max Drawdown (1Y)

Largest decline over 1 year

-3.14%

-8.34%

+5.20%

Max Drawdown (5Y)

Largest decline over 5 years

-16.34%

-24.56%

+8.22%

Max Drawdown (10Y)

Largest decline over 10 years

-21.67%

-33.86%

+12.19%

Current Drawdown

Current decline from peak

-2.30%

-2.97%

+0.67%

Average Drawdown

Average peak-to-trough decline

-2.55%

-10.06%

+7.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.73%

3.35%

-2.62%

Volatility

NPHIX vs. BULIX - Volatility Comparison

The current volatility for American Century High Income Fund (NPHIX) is 1.18%, while American Century Utilities Fund (BULIX) has a volatility of 4.86%. This indicates that NPHIX experiences smaller price fluctuations and is considered to be less risky than BULIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NPHIXBULIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.18%

4.86%

-3.68%

Volatility (6M)

Calculated over the trailing 6-month period

2.26%

9.76%

-7.50%

Volatility (1Y)

Calculated over the trailing 1-year period

3.84%

15.50%

-11.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.24%

16.57%

-11.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.64%

17.99%

-12.35%