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American Century Sustainable Equity Inv (AFDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.26+0.24 (+0.44%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.13%
5-year average return14.18%
Number of years up14
Number of years down4
Best 1-yr total return (2 Jul 2024)33.82%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return33.82%
Worst 3-yr total return6.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFDIXCategory
YTD13.73%5.31%
1-month3.06%-4.19%
3-month2.49%3.90%
1-year22.89%20.31%
3-year8.47%6.48%
5-year14.34%11.78%
10-year12.30%10.96%
Last bull market26.31%25.56%
Last bear market-16.84%-15.11%

Annual total return (%) history

Year
AFDIXCategory
2024
N/AN/A
2023
24.20%22.32%
2022
-19.53%-16.96%
2021
28.60%26.07%
2020
19.27%15.83%
2019
33.82%28.78%
2018
-5.50%-6.27%
2017
25.79%20.44%
2016
8.99%10.37%
2015
-1.67%-1.07%
2014
14.07%10.96%
2013
31.55%31.50%
2012
15.24%14.96%
2011
4.18%-1.27%
2010
13.90%14.01%
2009
22.04%28.17%
2008
-35.41%-37.79%
2007
14.01%6.16%
2006
20.99%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.97%2.49%N/AN/A
20236.89%7.53%-3.31%11.76%
2022-7.02%-16.84%-4.50%8.97%
20215.25%8.82%0.77%11.42%
2020-18.99%21.24%9.21%11.20%
201913.47%5.21%2.20%9.68%
20180.11%1.30%8.53%-14.14%
20175.29%4.73%4.99%8.65%
2016-0.38%0.62%5.59%2.98%
20150.78%0.00%-7.56%5.54%
20141.51%4.66%1.32%5.97%
201310.75%3.24%4.44%10.17%
201212.85%-3.95%6.53%-0.19%
20116.65%0.00%-13.51%12.94%
20104.82%-11.49%10.10%11.51%
2009-12.15%14.08%15.56%5.39%
2008-9.23%-3.09%-7.69%-20.46%
20073.85%7.99%3.30%-1.57%
20065.01%-1.11%6.03%9.88%
20053.82%N/AN/AN/A

Rank in category (by total return)

YTD50
1-month47
3-month59
1-year51
3-year49
5-year39

Load adjusted returns

1-year22.89%
3-year8.47%
5-year14.34%
10-year12.30%