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TWCGX vs. IVV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TWCGX and IVV is 0.94, 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.


Performance

TWCGX vs. IVV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Growth Fund (TWCGX) and iShares Core S&P 500 ETF (IVV). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%December2025FebruaryMarchAprilMay
111.09%
535.66%
TWCGX
IVV

Key characteristics

Sharpe Ratio

TWCGX:

-0.04

IVV:

0.52

Sortino Ratio

TWCGX:

0.13

IVV:

0.89

Omega Ratio

TWCGX:

1.02

IVV:

1.13

Calmar Ratio

TWCGX:

-0.03

IVV:

0.56

Martin Ratio

TWCGX:

-0.09

IVV:

2.17

Ulcer Index

TWCGX:

9.97%

IVV:

4.85%

Daily Std Dev

TWCGX:

25.52%

IVV:

19.30%

Max Drawdown

TWCGX:

-58.57%

IVV:

-55.25%

Current Drawdown

TWCGX:

-16.63%

IVV:

-7.66%

Returns By Period

In the year-to-date period, TWCGX achieves a -8.02% return, which is significantly lower than IVV's -3.40% return. Over the past 10 years, TWCGX has underperformed IVV with an annualized return of 6.20%, while IVV has yielded a comparatively higher 12.41% annualized return.


TWCGX

YTD

-8.02%

1M

4.10%

6M

-12.43%

1Y

-1.09%

5Y*

8.09%

10Y*

6.20%

IVV

YTD

-3.40%

1M

3.78%

6M

-5.07%

1Y

9.94%

5Y*

15.83%

10Y*

12.41%

*Annualized

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TWCGX vs. IVV - Expense Ratio Comparison

TWCGX has a 0.94% expense ratio, which is higher than IVV's 0.03% expense ratio.


Risk-Adjusted Performance

TWCGX vs. IVV — Risk-Adjusted Performance Rank

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

TWCGX
The Risk-Adjusted Performance Rank of TWCGX is 2020
Overall Rank
The Sharpe Ratio Rank of TWCGX is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of TWCGX is 2121
Sortino Ratio Rank
The Omega Ratio Rank of TWCGX is 2121
Omega Ratio Rank
The Calmar Ratio Rank of TWCGX is 1818
Calmar Ratio Rank
The Martin Ratio Rank of TWCGX is 1919
Martin Ratio Rank

IVV
The Risk-Adjusted Performance Rank of IVV is 6363
Overall Rank
The Sharpe Ratio Rank of IVV is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of IVV is 6161
Sortino Ratio Rank
The Omega Ratio Rank of IVV is 6464
Omega Ratio Rank
The Calmar Ratio Rank of IVV is 6666
Calmar Ratio Rank
The Martin Ratio Rank of IVV is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TWCGX vs. IVV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Growth Fund (TWCGX) and iShares Core S&P 500 ETF (IVV). 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 TWCGX Sharpe Ratio is -0.04, which is lower than the IVV Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of TWCGX and IVV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.04
0.52
TWCGX
IVV

Dividends

TWCGX vs. IVV - Dividend Comparison

TWCGX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.37%.


TTM20242023202220212020201920182017201620152014
TWCGX
American Century Growth Fund
0.00%0.00%0.00%0.00%0.00%0.11%0.26%0.58%0.17%0.62%0.36%0.34%
IVV
iShares Core S&P 500 ETF
1.37%1.30%1.44%1.66%1.20%1.57%1.99%2.21%1.75%2.01%2.27%1.83%

Drawdowns

TWCGX vs. IVV - Drawdown Comparison

The maximum TWCGX drawdown since its inception was -58.57%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for TWCGX and IVV. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-16.63%
-7.66%
TWCGX
IVV

Volatility

TWCGX vs. IVV - Volatility Comparison

American Century Growth Fund (TWCGX) has a higher volatility of 8.32% compared to iShares Core S&P 500 ETF (IVV) at 6.88%. This indicates that TWCGX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
8.32%
6.88%
TWCGX
IVV