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American Century Equity Growth Fund Investor Class: (MF: BEQGX)
(NASDAQ Mutual Funds) As of Oct 16, 2024 08:00 PM ET
$33.19 USD
+0.12 (0.36%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 20.80 | 28 |
| 3 months | 4.66 | 65 |
| 6 months | 8.19 | 33 |
| 1 Year | 35.69 | 31 |
| 3 Year | 8.30 | 48 |
| 5 Year | 12.62 | 51 |
| 10 Year | 10.58 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 112.19 |
| Bear Market (10/07 - 2/09) | -49.30 |
| Bull Market (2/09 - 3/21) | 706.23 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 35.69 |
| 5 Year | 12.62 |
| 10 Year | 10.58 |
| Since Inception | 9.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.65 | 3.36 | 4.66 | NA |
| 2023 | 4.93 | 8.32 | -2.60 | 12.32 |
| 2022 | -5.87 | -16.93 | -6.10 | 5.24 |
| 2021 | 8.51 | 6.32 | 0.17 | 9.46 |
| 2020 | -18.94 | 20.35 | 7.40 | 9.59 |
| 2019 | 14.20 | 3.56 | 0.96 | 7.47 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 20.80 | 24.35 | -22.74 | 26.50 | 14.82 | 28.34 | -6.30 | 21.84 | 9.98 | -4.17 | 13.34 |
| % Total Return Rel to Index | -1.30 | -1.88 | -4.53 | -2.17 | -3.58 | -3.14 | -1.90 | 0.04 | -1.95 | -5.56 | -0.30 |
| % Total Return Rel to Peer | 3.83 | 1.35 | -3.04 | 4.44 | -5.09 | -0.07 | 0.56 | 1.16 | 2.16 | -2.57 | 5.13 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 2.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.14 | 0.32 | 0.36 | 0.19 | 0.42 | 0.36 | 0.31 | 0.44 | 0.39 | 0.41 | 0.41 |
| % Yield | 0.41 | 0.74 | 1.48 | 0.46 | 1.14 | 1.00 | 0.99 | 1.20 | 1.27 | 1.34 | 1.14 |
| Capital Gains ($) | 0.00 | 0.00 | 1.85 | 8.47 | 3.67 | 2.91 | 3.21 | 2.86 | 0.15 | 1.84 | 3.58 |
| Expense Ratio | 0.66 | 0.66 | 0.65 | 0.66 | 0.67 | 0.67 | 0.66 | 0.67 | 0.67 | 0.67 | 0.67 |
* 1 = Top 20%, 5 = Bottom 20%