TWCUX vs. TWCIX
Compare and contrast key facts about American Century Ultra Fund (TWCUX) and American Century Select Fund (TWCIX).
TWCUX is managed by American Century Investments. It was launched on Nov 2, 1981. TWCIX is managed by American Century Investments. It was launched on Jun 30, 1971.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWCUX or TWCIX.
Correlation
The correlation between TWCUX and TWCIX is 0.87, 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
TWCUX vs. TWCIX - Performance Comparison
Key characteristics
TWCUX:
0.34
TWCIX:
0.14
TWCUX:
0.66
TWCIX:
0.37
TWCUX:
1.09
TWCIX:
1.05
TWCUX:
0.35
TWCIX:
0.13
TWCUX:
1.19
TWCIX:
0.42
TWCUX:
7.40%
TWCIX:
8.27%
TWCUX:
25.71%
TWCIX:
25.17%
TWCUX:
-61.31%
TWCIX:
-60.97%
TWCUX:
-14.60%
TWCIX:
-17.20%
Returns By Period
The year-to-date returns for both investments are quite close, with TWCUX having a -10.67% return and TWCIX slightly higher at -10.41%. Over the past 10 years, TWCUX has outperformed TWCIX with an annualized return of 14.50%, while TWCIX has yielded a comparatively lower 6.27% annualized return.
TWCUX
-10.67%
-2.58%
-7.40%
8.87%
16.32%
14.50%
TWCIX
-10.41%
-3.30%
-10.87%
4.39%
7.34%
6.27%
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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.
Risk-Adjusted Performance
TWCUX vs. TWCIX — Risk-Adjusted Performance Rank
TWCUX
TWCIX
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.
Dividends
TWCUX vs. TWCIX - Dividend Comparison
TWCUX's dividend yield for the trailing twelve months is around 4.01%, while TWCIX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | 4.01% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 6.01% | 4.87% | 5.44% | 7.63% |
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 -61.31%, roughly equal to the maximum TWCIX 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.
Volatility
TWCUX vs. TWCIX - Volatility Comparison
American Century Ultra Fund (TWCUX) and American Century Select Fund (TWCIX) have volatilities of 17.12% and 16.89%, 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.