BIGRX
American Century Discipline Core Val-Inv
$34.73
0.05 (0.14%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap Value |
---|---|
Market Cap | 2026.603M |
52 Week High | 36.06 |
52 Week Low | 28.457 |
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Key Data
Symbol | BIGRX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 34.73 |
Price Yesterday | 34.68 |
Market Cap | 2,026.60 |
YTD Return | 6.45% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0066 |
Overview
52 Week High | 36.06 |
---|---|
52 Week Low | 28.46 |
Market Cap | 2,026.60M |
Shares Outstanding | 58.35M |
Income Dividend Yield | 1.45% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.45% |
Returns Annualized
One Day | 43.82% |
---|---|
Five Days | 171.17% |
One Months | -23.23% |
Three Months | 25.51% |
Six Months | 41.79% |
Nine Months | 14.17% |
One Year | 16.64% |
Three Years | 2.92% |
Five Years | 8.52% |
Ten Years | 8.63% |
YTD | 22.10% |
Since Inception | 9.82% |
Returns Total
One Day | 0.14% |
---|---|
Five Days | 2.00% |
One Month | -2.28% |
Three Months | 5.84% |
Six Months | 18.89% |
Nine Months | 10.50% |
One Year | 16.62% |
Three Years | 9.00% |
Five Years | 50.40% |
Ten Years | 128.47% |
YTD | 6.45% |
Since Inception | 2,165.49% |
Yearly Returns
2024 | 6.45% |
---|---|
2023 | 8.44% |
2022 | -12.60% |
2021 | 23.70% |
2020 | 11.88% |
2019 | 23.98% |
2018 | -6.86% |
2017 | 20.62% |
2016 | 13.57% |
2015 | -5.67% |
Risk against SP-DA
Alpha | -5.06% |
---|---|
Beta | 0.85 |
Correlation | 91.55% |
Downside Deviation | 2.64% |
Coefficient of determination | 83.81% |
Standard Deviation | 3.19% |
Sharpe Ratio | -0.71 |
Sortino | -2.99 |
Treynor | 13.22 |
Ulcer Index | 3.05 |
Ulcer Performance Index | -2.59 |