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American Century Equity Growth Fund R Class: (MF: AEYRX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$28.79 USD
-0.22 (-0.76%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.56 | 29 |
| 3 months | 11.56 | 29 |
| 6 months | 25.17 | 31 |
| 1 Year | 31.69 | 29 |
| 3 Year | 7.17 | 60 |
| 5 Year | 11.26 | 64 |
| 10 Year | 9.73 | 59 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.64 |
| Bull Market (2/09 - 3/21) | 589.63 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 31.69 |
| 5 Year | 11.25 |
| 10 Year | 9.73 |
| Since Inception | 8.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.56 | NA | NA | NA |
| 2023 | 4.78 | 8.20 | -2.77 | 12.20 |
| 2022 | -6.09 | -17.09 | -6.23 | 5.15 |
| 2021 | 8.39 | 6.27 | 0.04 | 9.30 |
| 2020 | -19.04 | 20.22 | 7.12 | 9.45 |
| 2019 | 14.06 | 3.47 | 0.84 | 7.29 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.56 | 23.69 | -23.24 | 25.96 | 14.11 | 27.69 | -6.79 | 21.25 | 9.43 | -4.64 | 12.76 |
| % Total Return Rel to Index | 1.00 | -2.55 | -5.03 | -2.71 | -4.28 | -3.79 | -2.40 | -0.54 | -2.50 | -6.03 | -0.88 |
| % Total Return Rel to Peer | 1.60 | 0.69 | -3.54 | 3.90 | -5.79 | -0.73 | 0.06 | 0.57 | 1.61 | -3.04 | 4.55 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 2.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.01 | 0.20 | 0.18 | 0.06 | 0.22 | 0.20 | 0.15 | 0.28 | 0.25 | 0.26 | 0.25 |
| % Yield | 0.01 | 0.71 | 0.76 | 0.14 | 0.62 | 0.56 | 0.49 | 0.78 | 0.82 | 0.88 | 0.71 |
| Capital Gains ($) | 0.00 | 0.00 | 1.85 | 8.47 | 3.67 | 2.91 | 3.21 | 2.86 | 0.15 | 1.84 | 3.58 |
| Expense Ratio | 0.00 | 1.16 | 1.15 | 1.16 | 1.17 | 1.17 | 1.16 | 1.17 | 1.17 | 1.17 | 1.17 |
* 1 = Top 20%, 5 = Bottom 20%