Correlation
The correlation between TWVLX and TWCUX 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.
TWVLX vs. TWCUX
Compare and contrast key facts about American Century Value Fund (TWVLX) and American Century Ultra Fund (TWCUX).
TWVLX is managed by American Century Investments. It was launched on Sep 1, 1993. TWCUX is managed by American Century Investments. It was launched on Nov 2, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWVLX or TWCUX.
Performance
TWVLX vs. TWCUX - Performance Comparison
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Key characteristics
TWVLX:
0.59
TWCUX:
0.43
TWVLX:
0.88
TWCUX:
0.67
TWVLX:
1.12
TWCUX:
1.09
TWVLX:
0.67
TWCUX:
0.36
TWVLX:
2.49
TWCUX:
1.11
TWVLX:
3.45%
TWCUX:
8.03%
TWVLX:
15.04%
TWCUX:
26.09%
TWVLX:
-53.19%
TWCUX:
-61.31%
TWVLX:
-3.49%
TWCUX:
-7.02%
Returns By Period
In the year-to-date period, TWVLX achieves a 2.30% return, which is significantly higher than TWCUX's -2.74% return. Over the past 10 years, TWVLX has underperformed TWCUX with an annualized return of 8.13%, while TWCUX has yielded a comparatively higher 15.41% annualized return.
TWVLX
2.30%
3.15%
-3.49%
7.00%
6.40%
13.52%
8.13%
TWCUX
-2.74%
7.28%
-2.61%
10.93%
17.13%
15.70%
15.41%
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TWVLX vs. TWCUX - Expense Ratio Comparison
TWVLX has a 1.01% expense ratio, which is higher than TWCUX's 0.93% expense ratio.
Risk-Adjusted Performance
TWVLX vs. TWCUX — Risk-Adjusted Performance Rank
TWVLX
TWCUX
TWVLX vs. TWCUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Value Fund (TWVLX) and American Century Ultra Fund (TWCUX). 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.
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Dividends
TWVLX vs. TWCUX - Dividend Comparison
TWVLX's dividend yield for the trailing twelve months is around 10.83%, more than TWCUX's 3.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWVLX American Century Value Fund | 10.83% | 11.16% | 7.33% | 15.53% | 13.93% | 3.50% | 8.70% | 11.81% | 7.24% | 3.22% | 8.56% | 7.71% |
TWCUX American Century Ultra Fund | 3.68% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 6.01% | 4.87% | 5.44% | 7.63% |
Drawdowns
TWVLX vs. TWCUX - Drawdown Comparison
The maximum TWVLX drawdown since its inception was -53.19%, smaller than the maximum TWCUX drawdown of -61.31%. Use the drawdown chart below to compare losses from any high point for TWVLX and TWCUX.
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Volatility
TWVLX vs. TWCUX - Volatility Comparison
The current volatility for American Century Value Fund (TWVLX) is 4.45%, while American Century Ultra Fund (TWCUX) has a volatility of 6.04%. This indicates that TWVLX experiences smaller price fluctuations and is considered to be less risky than TWCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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