REACX vs. TWCUX
Compare and contrast key facts about American Century Real Estate Fund (REACX) and American Century Ultra Fund (TWCUX).
REACX is managed by American Century. It was launched on Sep 21, 1995. TWCUX is managed by American Century. It was launched on Nov 2, 1981.
Performance
REACX vs. TWCUX - Performance Comparison
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REACX vs. TWCUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REACX American Century Real Estate Fund | 1.84% | 0.81% | 7.63% | 10.97% | -24.64% | 41.52% | -8.31% | 30.73% | -4.18% | 5.09% |
TWCUX American Century Ultra Fund | -12.28% | 12.66% | 29.54% | 43.36% | -32.38% | 23.47% | 49.79% | 34.60% | 0.70% | 31.65% |
Returns By Period
In the year-to-date period, REACX achieves a 1.84% return, which is significantly higher than TWCUX's -12.28% return. Over the past 10 years, REACX has underperformed TWCUX with an annualized return of 4.76%, while TWCUX has yielded a comparatively higher 15.69% annualized return.
REACX
- 1D
- 0.23%
- 1M
- -7.15%
- YTD
- 1.84%
- 6M
- 0.07%
- 1Y
- 1.01%
- 3Y*
- 6.63%
- 5Y*
- 3.98%
- 10Y*
- 4.76%
TWCUX
- 1D
- -0.65%
- 1M
- -8.79%
- YTD
- -12.28%
- 6M
- -10.88%
- 1Y
- 11.48%
- 3Y*
- 16.46%
- 5Y*
- 8.90%
- 10Y*
- 15.69%
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REACX vs. TWCUX - Expense Ratio Comparison
REACX has a 1.14% expense ratio, which is higher than TWCUX's 0.93% expense ratio.
Return for Risk
REACX vs. TWCUX — Risk / Return Rank
REACX
TWCUX
REACX vs. TWCUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Real Estate Fund (REACX) and American Century Ultra Fund (TWCUX). 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.
| REACX | TWCUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.12 | 0.50 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.27 | 0.88 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.12 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 0.53 | -0.35 |
Martin ratioReturn relative to average drawdown | 0.72 | 1.87 | -1.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| REACX | TWCUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | 0.50 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.40 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.72 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.51 | -0.17 |
Correlation
The correlation between REACX and TWCUX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
REACX vs. TWCUX - Dividend Comparison
REACX's dividend yield for the trailing twelve months is around 1.84%, less than TWCUX's 13.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REACX American Century Real Estate Fund | 1.84% | 2.15% | 1.89% | 2.28% | 11.26% | 11.49% | 1.71% | 8.71% | 8.73% | 4.66% | 11.80% | 2.51% |
TWCUX American Century Ultra Fund | 13.19% | 11.57% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 5.85% | 4.58% | 5.21% |
Drawdowns
REACX vs. TWCUX - Drawdown Comparison
The maximum REACX drawdown since its inception was -75.80%, which is greater than TWCUX's maximum drawdown of -62.11%. Use the drawdown chart below to compare losses from any high point for REACX and TWCUX.
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Drawdown Indicators
| REACX | TWCUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.80% | -62.11% | -13.69% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -15.72% | +4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -32.15% | -35.23% | +3.08% |
Max Drawdown (10Y)Largest decline over 10 years | -41.88% | -35.23% | -6.65% |
Current DrawdownCurrent decline from peak | -7.59% | -15.72% | +8.13% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -16.86% | +4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 4.42% | -1.47% |
Volatility
REACX vs. TWCUX - Volatility Comparison
The current volatility for American Century Real Estate Fund (REACX) is 4.05%, while American Century Ultra Fund (TWCUX) has a volatility of 5.77%. This indicates that REACX experiences smaller price fluctuations and is considered to be less risky than TWCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REACX | TWCUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 5.77% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 8.97% | 12.65% | -3.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.60% | 23.09% | -7.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.46% | 22.53% | -4.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 22.00% | -1.51% |