American Century Sustainable Equity Fund - Y Class: (MF: AFYDX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$55.50 USD
+0.34 (0.62%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 13.92 | 35 |
3 months | 2.59 | 38 |
6 months | 13.92 | 35 |
1 Year | 23.33 | 35 |
3 Year | 9.83 | 11 |
5 Year | 15.36 | 18 |
10 Year | NA | NA |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 23.33 |
5 Year | 15.35 |
10 Year | NA |
Since Inception | 15.00 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 11.04 | 2.59 | NA | NA |
2023 | 6.99 | 7.60 | -3.23 | 11.87 |
2022 | -6.94 | -16.75 | -4.40 | 9.04 |
2021 | 5.34 | 8.88 | 0.85 | 14.55 |
2020 | -18.89 | 21.35 | 9.29 | 11.29 |
2019 | 13.56 | 5.30 | 2.29 | 9.74 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|
% Total Return | 13.92 | 24.64 | -19.24 | 32.53 | 19.73 | 34.25 | -5.19 |
% Total Return Rel to Index | -1.38 | -1.60 | -1.03 | 3.84 | 1.33 | 2.76 | -0.80 |
% Total Return Rel to Peer | 3.25 | 1.64 | 0.45 | 10.47 | -0.18 | 5.83 | 1.66 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 1.00 | 3.00 | 2.00 | 3.00 |
% Dividends | 0.00 | 0.57 | 0.34 | 0.71 | 0.28 | 0.10 | 0.31 |
% Yield | 0.00 | 1.14 | 0.84 | 1.34 | 0.70 | 0.30 | 1.14 |
Capital Gains ($) | 0.00 | 0.42 | 0.03 | 1.92 | 0.00 | 0.20 | 1.66 |
Expense Ratio | 0.44 | 0.44 | 0.44 | 0.44 | 0.44 | 0.45 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%