TWCUX vs. KAUFX

In the year-to-date period, TWCUX achieves a 28.18% return, which is significantly higher than KAUFX's 20.34% return. Over the past 10 years, TWCUX has outperformed KAUFX with an annualized return of 9.85%, while KAUFX has yielded a comparatively lower -0.55% annualized return.

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TWCUX has a 0.93% expense ratio, which is lower than KAUFX's 1.96% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) and Federated Hermes Kaufmann Fd (KAUFX). 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 TWCUX Sharpe Ratio is 1.56, which is comparable to the KAUFX Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of TWCUX and KAUFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither TWCUX nor KAUFX has paid dividends to shareholders.

The maximum TWCUX drawdown since its inception was -72.83%, which is greater than KAUFX's maximum drawdown of -64.45%. Use the drawdown chart below to compare losses from any high point for TWCUX and KAUFX. For additional features, visit the drawdowns tool.

American Century Ultra Fund (TWCUX) has a higher volatility of 5.67% compared to Federated Hermes Kaufmann Fd (KAUFX) at 5.16%. This indicates that TWCUX's price experiences larger fluctuations and is considered to be riskier than KAUFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.