TWCUX vs. VTCIX
Compare and contrast key facts about American Century Ultra Fund (TWCUX) and Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares (VTCIX).
TWCUX is managed by American Century. It was launched on Nov 2, 1981. VTCIX is managed by BlackRock. It was launched on Feb 24, 1999.
Performance
TWCUX vs. VTCIX - Performance Comparison
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TWCUX vs. VTCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
VTCIX Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares | -6.78% | 17.48% | 23.81% | 26.65% | -19.05% | 26.92% | 21.09% | 31.51% | -4.95% | 22.44% |
Returns By Period
In the year-to-date period, TWCUX achieves a -12.28% return, which is significantly lower than VTCIX's -6.78% return. Over the past 10 years, TWCUX has outperformed VTCIX with an annualized return of 15.69%, while VTCIX has yielded a comparatively lower 13.69% 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%
VTCIX
- 1D
- -0.40%
- 1M
- -7.66%
- YTD
- -6.78%
- 6M
- -4.37%
- 1Y
- 14.68%
- 3Y*
- 16.87%
- 5Y*
- 10.72%
- 10Y*
- 13.69%
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TWCUX vs. VTCIX - Expense Ratio Comparison
TWCUX has a 0.93% expense ratio, which is higher than VTCIX's 0.06% expense ratio.
Return for Risk
TWCUX vs. VTCIX — Risk / Return Rank
TWCUX
VTCIX
TWCUX vs. VTCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) and Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares (VTCIX). 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 | VTCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.84 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.30 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.20 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.06 | -0.54 |
Martin ratioReturn relative to average drawdown | 1.87 | 5.19 | -3.32 |
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 | VTCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.84 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.63 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.75 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.43 | +0.08 |
Correlation
The correlation between TWCUX and VTCIX is 0.94, 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. VTCIX - Dividend Comparison
TWCUX's dividend yield for the trailing twelve months is around 13.19%, more than VTCIX's 1.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VTCIX Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares | 1.04% | 0.96% | 1.07% | 1.27% | 1.50% | 1.07% | 1.34% | 1.55% | 1.86% | 1.60% | 1.79% | 1.73% |
Drawdowns
TWCUX vs. VTCIX - Drawdown Comparison
The maximum TWCUX drawdown since its inception was -62.11%, which is greater than VTCIX's maximum drawdown of -55.17%. Use the drawdown chart below to compare losses from any high point for TWCUX and VTCIX.
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Drawdown Indicators
| TWCUX | VTCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.11% | -55.17% | -6.94% |
Max Drawdown (1Y)Largest decline over 1 year | -15.72% | -12.20% | -3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -35.23% | -24.96% | -10.27% |
Max Drawdown (10Y)Largest decline over 10 years | -35.23% | -34.56% | -0.67% |
Current DrawdownCurrent decline from peak | -15.72% | -8.79% | -6.93% |
Average DrawdownAverage peak-to-trough decline | -16.86% | -12.04% | -4.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 2.50% | +1.92% |
Volatility
TWCUX vs. VTCIX - Volatility Comparison
American Century Ultra Fund (TWCUX) has a higher volatility of 5.77% compared to Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares (VTCIX) at 4.33%. This indicates that TWCUX's price experiences larger fluctuations and is considered to be riskier than VTCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TWCUX | VTCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 4.33% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 9.24% | +3.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 18.24% | +4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 17.18% | +5.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.00% | 18.23% | +3.77% |