AFDIX
American Century Sustainable Equity-Inv
$49.92
-0.27 (-0.54%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap |
---|---|
Market Cap | 4396.309M |
52 Week High | 52.3 |
52 Week Low | 39.755 |
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Key Data
Symbol | AFDIX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 49.92 |
Price Yesterday | 50.19 |
Market Cap | 4,396.31 |
YTD Return | 5.92% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0079 |
Overview
52 Week High | 52.30 |
---|---|
52 Week Low | 39.76 |
Market Cap | 4,396.31M |
Shares Outstanding | 88.07M |
Income Dividend Yield | 0.83% |
Long Term Dividend Yield | 0.84% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.67% |
Returns Annualized
One Day | -74.35% |
---|---|
Five Days | 21.21% |
One Months | -37.65% |
Three Months | 11.88% |
Six Months | 47.33% |
Nine Months | 14.50% |
One Year | 25.32% |
Three Years | 6.98% |
Five Years | 12.98% |
Ten Years | 12.13% |
YTD | 19.88% |
Since Inception | 10.56% |
Returns Total
One Day | -0.54% |
---|---|
Five Days | 0.38% |
One Month | -4.04% |
Three Months | 2.84% |
Six Months | 21.17% |
Nine Months | 10.74% |
One Year | 25.29% |
Three Years | 22.42% |
Five Years | 83.90% |
Ten Years | 213.47% |
YTD | 5.92% |
Since Inception | 552.98% |
Yearly Returns
2024 | 5.92% |
---|---|
2023 | 24.20% |
2022 | -19.53% |
2021 | 28.60% |
2020 | 19.27% |
2019 | 33.83% |
2018 | -5.50% |
2017 | 25.79% |
2016 | 8.99% |
2015 | -1.67% |
Risk against SP-DA
Alpha | -0.94% |
---|---|
Beta | 1.01 |
Correlation | 99.52% |
Downside Deviation | 3.07% |
Coefficient of determination | 99.04% |
Standard Deviation | 3.47% |
Sharpe Ratio | -0.05 |
Sortino | -0.21 |
Treynor | 19.65 |
Ulcer Index | 3 |
Ulcer Performance Index | -0.21 |