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QGRPX vs. ACIHX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QGRPX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UBS US Quality Growth At Reasonable Price Fund (QGRPX) 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, QGRPX achieves a 2.72% return, which is significantly lower than ACIHX's 7.24% return.


QGRPX

1D
-1.33%
1M
3.55%
YTD
2.72%
6M
1.92%
1Y
15.64%
3Y*
19.96%
5Y*
11.92%
10Y*

ACIHX

1D
-1.57%
1M
5.48%
YTD
7.24%
6M
6.26%
1Y
25.16%
3Y*
22.42%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

QGRPX vs. ACIHX - Yearly Performance Comparison


2026 (YTD)2025202420232022
QGRPX
UBS US Quality Growth At Reasonable Price Fund
2.72%15.51%25.13%35.52%-4.60%
ACIHX
American Century Growth Fund G Class
7.24%16.26%27.35%44.64%-6.24%

Correlation

The correlation between QGRPX and ACIHX is 0.89, 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

0.89

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

0.91

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

0.93

The correlation between QGRPX and ACIHX has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.

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Return for Risk

QGRPX vs. ACIHX — Risk / Return Rank

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

QGRPX
QGRPX Risk / Return Rank: 1515
Overall Rank
QGRPX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
QGRPX Sortino Ratio Rank: 1818
Sortino Ratio Rank
QGRPX Omega Ratio Rank: 1717
Omega Ratio Rank
QGRPX Calmar Ratio Rank: 1111
Calmar Ratio Rank
QGRPX Martin Ratio Rank: 1212
Martin Ratio Rank

ACIHX
ACIHX Risk / Return Rank: 2626
Overall Rank
ACIHX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
ACIHX Sortino Ratio Rank: 2929
Sortino Ratio Rank
ACIHX Omega Ratio Rank: 3030
Omega Ratio Rank
ACIHX Calmar Ratio Rank: 1919
Calmar Ratio Rank
ACIHX Martin Ratio Rank: 2020
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.

QGRPX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS US Quality Growth At Reasonable Price Fund (QGRPX) 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.


QGRPXACIHXDifference
Sharpe ratioReturn per unit of total volatility

-0.42

Sortino ratioReturn per unit of downside risk

-0.49

Omega ratioGain probability vs. loss probability

1.22

1.29

-0.07

Calmar ratioReturn relative to maximum drawdown

1.02

1.58

-0.56

Martin ratioReturn relative to average drawdown

3.23

5.29

-2.06

QGRPX vs. ACIHX - Sharpe Ratio Comparison

The current QGRPX Sharpe Ratio is 1.22, which is comparable to the ACIHX Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of QGRPX 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


QGRPXACIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.22

1.64

-0.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

1.00

-0.24

Drawdowns

QGRPX vs. ACIHX - Drawdown Comparison

The maximum QGRPX drawdown since its inception was -30.28%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for QGRPX and ACIHX.


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Drawdown Indicators


QGRPXACIHXDifference

Max Drawdown

Largest peak-to-trough decline

-30.28%

-24.00%

-6.28%

Max Drawdown (1Y)

Largest decline over 1 year

-17.45%

-16.40%

-1.05%

Max Drawdown (3Y)

Largest decline over 3 years

-21.03%

-24.00%

+2.97%

Max Drawdown (5Y)

Largest decline over 5 years

-30.28%

Current Drawdown

Current decline from peak

-1.94%

-2.07%

+0.13%

Average Drawdown

Average peak-to-trough decline

-7.56%

-4.89%

-2.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.29%

4.87%

+0.42%

Volatility

QGRPX vs. ACIHX - Volatility Comparison

The current volatility for UBS US Quality Growth At Reasonable Price Fund (QGRPX) is 3.51%, while American Century Growth Fund G Class (ACIHX) has a volatility of 3.93%. This indicates that QGRPX 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


QGRPXACIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.51%

3.93%

-0.42%

Volatility (6M)

Calculated over the trailing 6-month period

11.77%

12.02%

-0.25%

Volatility (1Y)

Calculated over the trailing 1-year period

14.60%

15.80%

-1.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.61%

21.06%

-1.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.30%

21.06%

-1.76%

QGRPX vs. ACIHX - Expense Ratio Comparison

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


Dividends

QGRPX vs. ACIHX - Dividend Comparison

QGRPX's dividend yield for the trailing twelve months is around 6.00%, less than ACIHX's 14.87% yield.


PositionTTM202520242023202220212020
ACIHX
American Century Growth Fund G Class
14.87%15.95%5.65%4.61%2.86%0.00%0.00%
QGRPX
UBS US Quality Growth At Reasonable Price Fund
6.00%6.16%3.62%0.42%1.00%2.84%0.37%

Frequently Asked Questions


QGRPX and ACIHX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ACIHX has higher volatility (3.93%) compared to QGRPX (3.51%). In terms of maximum drawdown, QGRPX dropped -30.28% vs ACIHX's -24.00%.

ACIHX currently has the higher Sharpe Ratio (1.64 vs 1.22), 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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