TWHIX vs. AIOIX
Compare and contrast key facts about American Century Heritage Fund (TWHIX) and American Century International Opportunities Fund (AIOIX).
TWHIX is managed by American Century. It was launched on Nov 10, 1987. AIOIX is managed by American Century. It was launched on May 31, 2001.
Performance
TWHIX vs. AIOIX - Performance Comparison
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TWHIX vs. AIOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
AIOIX American Century International Opportunities Fund | 3.12% | 29.62% | 1.31% | 8.63% | -30.19% | 5.79% | 31.07% | 28.95% | -22.19% | 45.09% |
Returns By Period
In the year-to-date period, TWHIX achieves a -6.59% return, which is significantly lower than AIOIX's 3.12% return. Over the past 10 years, TWHIX has outperformed AIOIX with an annualized return of 10.90%, while AIOIX has yielded a comparatively lower 7.34% annualized return.
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%
AIOIX
- 1D
- 3.56%
- 1M
- -10.29%
- YTD
- 3.12%
- 6M
- 5.01%
- 1Y
- 35.44%
- 3Y*
- 11.17%
- 5Y*
- 1.24%
- 10Y*
- 7.34%
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TWHIX vs. AIOIX - Expense Ratio Comparison
TWHIX has a 1.00% expense ratio, which is lower than AIOIX's 1.48% expense ratio.
Return for Risk
TWHIX vs. AIOIX — Risk / Return Rank
TWHIX
AIOIX
TWHIX vs. AIOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) and American Century International Opportunities Fund (AIOIX). 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.
| TWHIX | AIOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.83 | -1.49 |
Sortino ratioReturn per unit of downside risk | 0.66 | 2.40 | -1.74 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.34 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 2.48 | -1.99 |
Martin ratioReturn relative to average drawdown | 1.53 | 10.32 | -8.79 |
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
| TWHIX | AIOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.83 | -1.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.07 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.39 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.53 | -0.01 |
Correlation
The correlation between TWHIX and AIOIX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TWHIX vs. AIOIX - Dividend Comparison
TWHIX's dividend yield for the trailing twelve months is around 23.70%, more than AIOIX's 0.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AIOIX American Century International Opportunities Fund | 0.27% | 0.27% | 0.32% | 0.23% | 0.00% | 17.80% | 3.18% | 0.92% | 5.28% | 9.09% | 0.04% | 7.15% |
Drawdowns
TWHIX vs. AIOIX - Drawdown Comparison
The maximum TWHIX drawdown since its inception was -56.98%, smaller than the maximum AIOIX drawdown of -66.16%. Use the drawdown chart below to compare losses from any high point for TWHIX and AIOIX.
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Drawdown Indicators
| TWHIX | AIOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.98% | -66.16% | +9.18% |
Max Drawdown (1Y)Largest decline over 1 year | -15.82% | -14.00% | -1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -40.34% | -41.19% | +0.85% |
Max Drawdown (10Y)Largest decline over 10 years | -40.34% | -41.19% | +0.85% |
Current DrawdownCurrent decline from peak | -12.62% | -10.94% | -1.68% |
Average DrawdownAverage peak-to-trough decline | -12.27% | -16.12% | +3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 3.36% | +1.70% |
Volatility
TWHIX vs. AIOIX - Volatility Comparison
The current volatility for American Century Heritage Fund (TWHIX) is 7.37%, while American Century International Opportunities Fund (AIOIX) has a volatility of 9.21%. This indicates that TWHIX experiences smaller price fluctuations and is considered to be less risky than AIOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TWHIX | AIOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.37% | 9.21% | -1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 14.35% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 19.64% | +4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.29% | 18.66% | +4.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.76% | 18.74% | +4.02% |