TWCUX vs. TWHIX
Compare and contrast key facts about American Century Ultra Fund (TWCUX) and American Century Heritage Fund (TWHIX).
TWCUX is managed by American Century. It was launched on Nov 2, 1981. TWHIX is managed by American Century. It was launched on Nov 10, 1987.
Performance
TWCUX vs. TWHIX - Performance Comparison
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TWCUX vs. TWHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | -8.79% | 12.66% | 29.54% | 43.36% | -32.38% | 23.47% | 49.79% | 34.60% | 0.70% | 31.65% |
TWHIX American Century Heritage Fund | -6.59% | 6.53% | 24.66% | 20.64% | -28.13% | 11.52% | 42.61% | 35.50% | -5.08% | 21.83% |
Returns By Period
In the year-to-date period, TWCUX achieves a -8.79% return, which is significantly lower than TWHIX's -6.59% return. Over the past 10 years, TWCUX has outperformed TWHIX with an annualized return of 16.15%, while TWHIX has yielded a comparatively lower 10.90% annualized return.
TWCUX
- 1D
- 3.99%
- 1M
- -5.42%
- YTD
- -8.79%
- 6M
- -7.90%
- 1Y
- 14.91%
- 3Y*
- 17.99%
- 5Y*
- 9.40%
- 10Y*
- 16.15%
TWHIX
- 1D
- 3.80%
- 1M
- -6.46%
- YTD
- -6.59%
- 6M
- -9.86%
- 1Y
- 7.31%
- 3Y*
- 11.21%
- 5Y*
- 3.21%
- 10Y*
- 10.90%
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TWCUX vs. TWHIX - Expense Ratio Comparison
TWCUX has a 0.93% expense ratio, which is lower than TWHIX's 1.00% expense ratio.
Return for Risk
TWCUX vs. TWHIX — Risk / Return Rank
TWCUX
TWHIX
TWCUX vs. TWHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) and American Century Heritage Fund (TWHIX). 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 | TWHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.34 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.15 | 0.66 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.09 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 0.49 | +0.52 |
Martin ratioReturn relative to average drawdown | 3.53 | 1.53 | +1.99 |
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 | TWHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.34 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.14 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.48 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.51 | 0.00 |
Correlation
The correlation between TWCUX and TWHIX is 0.85, 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. TWHIX - Dividend Comparison
TWCUX's dividend yield for the trailing twelve months is around 12.69%, less than TWHIX's 23.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | 12.69% | 11.57% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 5.85% | 4.58% | 5.21% |
TWHIX American Century Heritage Fund | 23.70% | 22.14% | 15.58% | 0.78% | 0.98% | 12.00% | 13.72% | 11.32% | 25.33% | 9.38% | 8.71% | 0.00% |
Drawdowns
TWCUX vs. TWHIX - Drawdown Comparison
The maximum TWCUX drawdown since its inception was -62.11%, which is greater than TWHIX's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for TWCUX and TWHIX.
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Drawdown Indicators
| TWCUX | TWHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.11% | -56.98% | -5.13% |
Max Drawdown (1Y)Largest decline over 1 year | -15.72% | -15.82% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -35.23% | -40.34% | +5.11% |
Max Drawdown (10Y)Largest decline over 10 years | -35.23% | -40.34% | +5.11% |
Current DrawdownCurrent decline from peak | -12.36% | -12.62% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -16.86% | -12.27% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 5.06% | -0.57% |
Volatility
TWCUX vs. TWHIX - Volatility Comparison
American Century Ultra Fund (TWCUX) and American Century Heritage Fund (TWHIX) have volatilities of 7.21% and 7.37%, 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
| TWCUX | TWHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 7.37% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.26% | 13.88% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.37% | 23.86% | -0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 23.29% | -0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.03% | 22.76% | -0.73% |