TWCUX vs. ACGR
Compare and contrast key facts about American Century Ultra Fund (TWCUX) and American Century Large Cap Growth ETF (ACGR).
TWCUX is managed by American Century. It was launched on Nov 2, 1981. ACGR is a passively managed fund by American Century that tracks the performance of the Russell 1000 Growth Index. It was launched on Jun 29, 2021.
Performance
TWCUX vs. ACGR - Performance Comparison
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TWCUX vs. ACGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | -12.28% | 12.66% | 29.54% | 43.36% | -32.38% | 23.47% | 42.19% |
ACGR American Century Large Cap Growth ETF | -10.03% | 14.50% | 26.66% | 43.24% | -30.13% | 39.24% | 11.27% |
Returns By Period
In the year-to-date period, TWCUX achieves a -12.28% return, which is significantly lower than ACGR's -10.03% return.
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%
ACGR
- 1D
- 3.56%
- 1M
- -4.96%
- YTD
- -10.03%
- 6M
- -8.85%
- 1Y
- 16.72%
- 3Y*
- 17.55%
- 5Y*
- 11.42%
- 10Y*
- —
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TWCUX vs. ACGR - Expense Ratio Comparison
TWCUX has a 0.93% expense ratio, which is higher than ACGR's 0.39% expense ratio.
Return for Risk
TWCUX vs. ACGR — Risk / Return Rank
TWCUX
ACGR
TWCUX vs. ACGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) and American Century Large Cap Growth ETF (ACGR). 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.
| TWCUX | ACGR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.76 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.25 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.17 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.06 | -0.53 |
Martin ratioReturn relative to average drawdown | 1.87 | 3.64 | -1.77 |
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
| TWCUX | ACGR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.76 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.53 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.56 | -0.05 |
Correlation
The correlation between TWCUX and ACGR is 0.82, 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
TWCUX vs. ACGR - Dividend Comparison
TWCUX's dividend yield for the trailing twelve months is around 13.19%, more than ACGR's 0.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACGR American Century Large Cap Growth ETF | 0.11% | 0.11% | 0.23% | 0.37% | 0.48% | 0.58% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TWCUX vs. ACGR - Drawdown Comparison
The maximum TWCUX drawdown since its inception was -62.11%, which is greater than ACGR's maximum drawdown of -34.54%. Use the drawdown chart below to compare losses from any high point for TWCUX and ACGR.
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Drawdown Indicators
| TWCUX | ACGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.11% | -34.54% | -27.57% |
Max Drawdown (1Y)Largest decline over 1 year | -15.72% | -15.84% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -35.23% | -34.54% | -0.69% |
Max Drawdown (10Y)Largest decline over 10 years | -35.23% | — | — |
Current DrawdownCurrent decline from peak | -15.72% | -12.84% | -2.88% |
Average DrawdownAverage peak-to-trough decline | -16.86% | -8.65% | -8.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 4.59% | -0.17% |
Volatility
TWCUX vs. ACGR - Volatility Comparison
The current volatility for American Century Ultra Fund (TWCUX) is 5.77%, while American Century Large Cap Growth ETF (ACGR) has a volatility of 6.60%. This indicates that TWCUX experiences smaller price fluctuations and is considered to be less risky than ACGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TWCUX | ACGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 6.60% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 12.52% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 22.19% | +0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 21.46% | +1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.00% | 21.57% | +0.43% |