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TWCUX vs. TWCIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.9

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.

-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
12.65%
11.06%
TWCUX
TWCIX

Key characteristics

Sharpe Ratio

TWCUX:

1.39

TWCIX:

1.28

Sortino Ratio

TWCUX:

1.87

TWCIX:

1.73

Omega Ratio

TWCUX:

1.25

TWCIX:

1.24

Calmar Ratio

TWCUX:

1.26

TWCIX:

1.13

Martin Ratio

TWCUX:

6.12

TWCIX:

5.67

Ulcer Index

TWCUX:

4.20%

TWCIX:

4.00%

Daily Std Dev

TWCUX:

18.57%

TWCIX:

17.79%

Max Drawdown

TWCUX:

-72.83%

TWCIX:

-60.97%

Current Drawdown

TWCUX:

-4.38%

TWCIX:

-4.39%

Returns By Period

The year-to-date returns for both stocks are quite close, with TWCUX having a 3.47% return and TWCIX slightly lower at 3.46%. Over the past 10 years, TWCUX has outperformed TWCIX with an annualized return of 10.70%, while TWCIX has yielded a comparatively lower 8.39% annualized return.


TWCUX

YTD

3.47%

1M

-0.38%

6M

12.65%

1Y

24.88%

5Y*

12.16%

10Y*

10.70%

TWCIX

YTD

3.46%

1M

-0.17%

6M

11.06%

1Y

22.17%

5Y*

8.69%

10Y*

8.39%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TWCUX vs. TWCIX - Expense Ratio Comparison

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


TWCIX
American Century Select Fund
Expense ratio chart for TWCIX: current value at 0.94% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.94%
Expense ratio chart for TWCUX: current value at 0.93% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.93%

Risk-Adjusted Performance

TWCUX vs. TWCIX — Risk-Adjusted Performance Rank

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

TWCUX
The Risk-Adjusted Performance Rank of TWCUX is 6666
Overall Rank
The Sharpe Ratio Rank of TWCUX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of TWCUX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of TWCUX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of TWCUX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of TWCUX is 6666
Martin Ratio Rank

TWCIX
The Risk-Adjusted Performance Rank of TWCIX is 6262
Overall Rank
The Sharpe Ratio Rank of TWCIX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of TWCIX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of TWCIX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of TWCIX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of TWCIX is 6363
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.

TWCUX vs. TWCIX - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for TWCUX, currently valued at 1.39, compared to the broader market-1.000.001.002.003.004.001.391.28
The chart of Sortino ratio for TWCUX, currently valued at 1.87, compared to the broader market0.005.0010.001.871.73
The chart of Omega ratio for TWCUX, currently valued at 1.25, compared to the broader market1.002.003.004.001.251.24
The chart of Calmar ratio for TWCUX, currently valued at 1.26, compared to the broader market0.005.0010.0015.0020.001.261.13
The chart of Martin ratio for TWCUX, currently valued at 6.12, compared to the broader market0.0020.0040.0060.0080.006.125.67
TWCUX
TWCIX

The current TWCUX Sharpe Ratio is 1.39, which is comparable to the TWCIX Sharpe Ratio of 1.28. 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.


Rolling 12-month Sharpe Ratio0.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
1.39
1.28
TWCUX
TWCIX

Dividends

TWCUX vs. TWCIX - Dividend Comparison

Neither TWCUX nor TWCIX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
TWCUX
American Century Ultra Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.17%0.29%0.24%0.34%
TWCIX
American Century Select Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.11%0.29%0.38%0.44%0.43%

Drawdowns

TWCUX vs. TWCIX - Drawdown Comparison

The maximum TWCUX drawdown since its inception was -72.83%, which is greater than TWCIX's maximum drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for TWCUX and TWCIX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-4.38%
-4.39%
TWCUX
TWCIX

Volatility

TWCUX vs. TWCIX - Volatility Comparison

American Century Ultra Fund (TWCUX) and American Century Select Fund (TWCIX) have volatilities of 5.55% and 5.39%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
5.55%
5.39%
TWCUX
TWCIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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