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American Century Sustainable Equity C (AFDCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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50.78-0.22 (-0.43%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.17%
5-year average return13.21%
Number of years up15
Number of years down4
Best 1-yr total return (27 Jun 2024)32.49%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return32.49%
Worst 3-yr total return5.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFDCXCategory
YTD9.90%5.31%
1-month4.34%-4.19%
3-month2.35%3.90%
1-year25.00%20.31%
3-year7.28%6.48%
5-year14.12%11.78%
10-year11.02%10.96%
Last bull market25.79%25.56%
Last bear market-17.04%-15.11%

Annual total return (%) history

Year
AFDCXCategory
2024
N/AN/A
2023
22.98%22.32%
2022
-20.32%-16.96%
2021
27.31%26.07%
2020
18.08%15.83%
2019
32.49%28.78%
2018
-6.44%-6.27%
2017
24.58%20.44%
2016
7.87%10.37%
2015
-2.64%-1.07%
2014
12.89%10.96%
2013
30.23%31.50%
2012
14.18%14.96%
2011
3.11%-1.27%
2010
12.66%14.01%
2009
20.96%28.17%
2008
-36.08%-37.79%
2007
12.88%6.16%
2006
19.79%14.17%
2005
10.10%5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.68%N/AN/AN/A
20236.63%7.26%-3.56%11.50%
2022-7.24%-17.04%-4.75%8.70%
20215.01%8.55%0.52%11.11%
2020-19.19%20.95%8.92%10.91%
201913.20%4.92%1.98%9.39%
2018-0.15%1.07%8.25%-14.35%
20175.05%4.47%4.76%8.36%
2016-0.63%0.39%5.31%2.68%
20150.56%-0.28%-7.75%5.24%
20141.27%4.37%1.05%5.70%
201310.42%2.98%4.16%9.96%
201212.63%-4.26%6.32%-0.40%
20116.37%-0.22%-13.74%12.62%
20104.48%-11.76%9.92%11.16%
2009-12.34%13.83%15.18%5.24%
2008-9.42%-3.42%-7.94%-20.63%
20073.57%7.69%3.06%-1.79%
20064.75%-1.28%5.72%9.58%
2005-0.87%0.97%6.26%3.52%

Rank in category (by total return)

YTD59
1-month58
3-month73
1-year67
3-year66
5-year62

Load adjusted returns

1-year24.00%
3-year7.28%
5-year14.12%
10-year11.02%