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American Century Equity Growth Fd A Class: (MF: BEQAX)
(NASDAQ Mutual Funds) As of Nov 8, 2024 08:00 PM ET
$34.18 USD
+0.15 (0.44%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 20.56 | 30 |
| 3 months | 4.58 | 66 |
| 6 months | 8.00 | 35 |
| 1 Year | 35.32 | 33 |
| 3 Year | 7.99 | 51 |
| 5 Year | 12.25 | 53 |
| 10 Year | 10.26 | 56 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 109.80 |
| Bear Market (10/07 - 2/09) | -49.46 |
| Bull Market (2/09 - 3/21) | 672.25 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 27.96 |
| 5 Year | 11.00 |
| 10 Year | 9.64 |
| Since Inception | 7.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.62 | 3.27 | 4.58 | NA |
| 2023 | 4.84 | 8.28 | -2.67 | 12.23 |
| 2022 | -5.99 | -17.02 | -6.18 | 5.22 |
| 2021 | 8.43 | 6.27 | 0.10 | 9.36 |
| 2020 | -19.01 | 20.31 | 7.01 | 9.56 |
| 2019 | 14.13 | 3.53 | 0.90 | 7.37 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 20.56 | 24.01 | -22.98 | 26.16 | 14.24 | 28.03 | -6.54 | 21.53 | 9.67 | -4.37 | 13.04 |
| % Total Return Rel to Index | -1.54 | -2.23 | -4.78 | -2.52 | -4.15 | -3.46 | -2.14 | -0.26 | -2.26 | -5.76 | -0.60 |
| % Total Return Rel to Peer | 3.59 | 1.01 | -3.29 | 4.10 | -5.66 | -0.39 | 0.31 | 0.85 | 1.85 | -2.77 | 4.83 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 2.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.08 | 0.26 | 0.27 | 0.10 | 0.26 | 0.28 | 0.23 | 0.36 | 0.32 | 0.33 | 0.33 |
| % Yield | 0.24 | 0.48 | 1.10 | 0.24 | 0.69 | 0.78 | 0.74 | 0.99 | 1.04 | 1.10 | 0.92 |
| Capital Gains ($) | 0.00 | 0.00 | 1.85 | 8.47 | 3.67 | 2.91 | 3.21 | 2.86 | 0.15 | 1.84 | 3.58 |
| Expense Ratio | 0.91 | 0.91 | 0.90 | 0.91 | 0.92 | 0.92 | 0.91 | 0.92 | 0.92 | 0.92 | 0.92 |
* 1 = Top 20%, 5 = Bottom 20%