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TWCUX vs. TWCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TWCUX vs. TWCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Ultra Fund (TWCUX) and American Century Select Fund (TWCIX). The values are adjusted to include any dividend payments, if applicable.

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TWCUX vs. TWCIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
TWCIX
American Century Select Fund
-12.29%16.30%26.15%39.93%-28.82%25.47%33.99%36.30%-3.54%28.90%

Returns By Period

The year-to-date returns for both stocks are quite close, with TWCUX having a -12.28% return and TWCIX slightly lower at -12.29%. Over the past 10 years, TWCUX has outperformed TWCIX with an annualized return of 15.69%, while TWCIX has yielded a comparatively lower 14.46% annualized 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%

TWCIX

1D
-0.45%
1M
-8.75%
YTD
-12.29%
6M
-10.54%
1Y
13.57%
3Y*
15.91%
5Y*
9.81%
10Y*
14.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TWCUX vs. TWCIX - Expense Ratio Comparison

TWCUX has a 0.93% expense ratio, which is lower than TWCIX's 0.94% expense ratio.


Return for Risk

TWCUX vs. TWCIX — Risk / Return Rank

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

TWCUX
TWCUX Risk / Return Rank: 2020
Overall Rank
TWCUX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
TWCUX Sortino Ratio Rank: 2323
Sortino Ratio Rank
TWCUX Omega Ratio Rank: 2222
Omega Ratio Rank
TWCUX Calmar Ratio Rank: 1818
Calmar Ratio Rank
TWCUX Martin Ratio Rank: 1818
Martin Ratio Rank

TWCIX
TWCIX Risk / Return Rank: 2727
Overall Rank
TWCIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
TWCIX Sortino Ratio Rank: 2929
Sortino Ratio Rank
TWCIX Omega Ratio Rank: 2828
Omega Ratio Rank
TWCIX Calmar Ratio Rank: 2626
Calmar Ratio Rank
TWCIX Martin Ratio Rank: 2525
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.

TWCUX vs. TWCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) and American Century Select Fund (TWCIX). 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.


TWCUXTWCIXDifference

Sharpe ratio

Return per unit of total volatility

0.50

0.61

-0.11

Sortino ratio

Return per unit of downside risk

0.88

1.03

-0.15

Omega ratio

Gain probability vs. loss probability

1.12

1.14

-0.02

Calmar ratio

Return relative to maximum drawdown

0.53

0.74

-0.21

Martin ratio

Return relative to average drawdown

1.87

2.69

-0.81

TWCUX vs. TWCIX - Sharpe Ratio Comparison

The current TWCUX Sharpe Ratio is 0.50, which is comparable to the TWCIX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of TWCUX and TWCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TWCUXTWCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.50

0.61

-0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.46

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.69

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.57

-0.06

Correlation

The correlation between TWCUX and TWCIX is 0.91, 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. TWCIX - Dividend Comparison

TWCUX's dividend yield for the trailing twelve months is around 13.19%, more than TWCIX's 11.44% yield.


TTM20252024202320222021202020192018201720162015
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%
TWCIX
American Century Select Fund
11.44%10.04%3.67%5.21%10.36%8.25%6.26%5.42%9.05%6.30%3.43%6.16%

Drawdowns

TWCUX vs. TWCIX - Drawdown Comparison

The maximum TWCUX drawdown since its inception was -62.11%, which is greater than TWCIX's maximum drawdown of -57.31%. Use the drawdown chart below to compare losses from any high point for TWCUX and TWCIX.


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Drawdown Indicators


TWCUXTWCIXDifference

Max Drawdown

Largest peak-to-trough decline

-62.11%

-57.31%

-4.80%

Max Drawdown (1Y)

Largest decline over 1 year

-15.72%

-14.66%

-1.06%

Max Drawdown (5Y)

Largest decline over 5 years

-35.23%

-31.24%

-3.99%

Max Drawdown (10Y)

Largest decline over 10 years

-35.23%

-31.24%

-3.99%

Current Drawdown

Current decline from peak

-15.72%

-14.66%

-1.06%

Average Drawdown

Average peak-to-trough decline

-16.86%

-12.42%

-4.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.42%

4.01%

+0.41%

Volatility

TWCUX vs. TWCIX - Volatility Comparison

American Century Ultra Fund (TWCUX) and American Century Select Fund (TWCIX) have volatilities of 5.77% and 5.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TWCUXTWCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.77%

5.75%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

12.65%

12.15%

+0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

23.09%

22.70%

+0.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.53%

21.43%

+1.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.00%

20.94%

+1.06%