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American Century Strategic Allocation Aggressive A Class: (MF: ACVAX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$7.87 USD
+0.07 (0.90%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.35 | 35 |
| 3 months | 6.35 | 35 |
| 6 months | 16.64 | 35 |
| 1 Year | 16.14 | 40 |
| 3 Year | 4.19 | 39 |
| 5 Year | 9.24 | 23 |
| 10 Year | 7.60 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 112.53 |
| Bear Market (10/07 - 2/09) | -43.50 |
| Bull Market (2/09 - 3/21) | 364.91 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 9.83 |
| 5 Year | 8.02 |
| 10 Year | 7.00 |
| Since Inception | 7.29 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.35 | NA | NA | NA |
| 2023 | 5.37 | 3.25 | -3.56 | 9.66 |
| 2022 | -5.98 | -12.97 | -5.40 | 8.95 |
| 2021 | 4.75 | 5.58 | -0.66 | 4.49 |
| 2020 | -18.53 | 18.93 | 7.68 | 13.11 |
| 2019 | 11.37 | 3.66 | 0.75 | 6.51 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.35 | 15.07 | -15.67 | 14.80 | 18.01 | 23.90 | -8.08 | 18.88 | 6.40 | -1.74 | 6.72 |
| % Total Return Rel to Index | -4.20 | -11.17 | 2.52 | -13.88 | -0.38 | -7.58 | -3.69 | -2.90 | -5.53 | -3.12 | -6.92 |
| % Total Return Rel to Peer | 1.22 | 1.91 | -2.70 | 3.29 | 7.32 | 6.70 | -1.59 | 5.42 | 0.13 | 0.61 | 2.64 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 1.00 | 2.00 | 4.00 | 2.00 | 3.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.11 | 0.09 | 0.11 | 0.03 | 0.11 | 0.07 | 0.09 | 0.08 | 0.06 | 0.01 |
| % Yield | 0.00 | 1.47 | 1.30 | 1.17 | 0.42 | 1.27 | 0.98 | 0.98 | 1.05 | 0.77 | 0.08 |
| Capital Gains ($) | 0.00 | 0.04 | 0.25 | 0.95 | 0.47 | 0.99 | 0.77 | 0.69 | 0.12 | 0.56 | 0.91 |
| Expense Ratio | 0.87 | 0.88 | 0.88 | 0.92 | 1.09 | 1.36 | 1.36 | 1.36 | 1.36 | 1.38 | 1.42 |
* 1 = Top 20%, 5 = Bottom 20%