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American Century Focused Lg Cap Val A (ALPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.23-0.09 (-0.87%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.10%
5-year average return8.22%
Number of years up18
Number of years down5
Best 1-yr total return (23 Jun 2024)30.95%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return30.95%
Worst 3-yr total return5.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALPAXCategory
YTD5.73%4.44%
1-month1.95%-4.04%
3-month3.33%4.09%
1-year14.11%14.37%
3-year5.66%6.04%
5-year9.71%9.20%
10-year7.69%8.57%
Last bull market16.75%22.97%
Last bear market-6.99%-11.27%

Annual total return (%) history

Year
ALPAXCategory
2024
N/AN/A
2023
5.69%11.63%
2022
1.46%-5.90%
2021
17.78%26.22%
2020
2.26%2.91%
2019
27.32%25.04%
2018
-8.17%-8.53%
2017
10.74%15.94%
2016
15.16%14.81%
2015
-4.10%-4.05%
2014
12.60%10.21%
2013
30.95%31.21%
2012
16.34%14.57%
2011
1.04%-0.75%
2010
10.88%13.66%
2009
20.15%24.13%
2008
-37.53%-37.09%
2007
-1.20%1.42%
2006
19.51%18.15%
2005
3.91%5.95%
2004
14.20%12.97%
2003
28.42%28.44%
2002
-13.70%-18.69%
2001
7.20%-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.74%N/AN/AN/A
2023-0.11%3.11%-4.26%7.18%
20221.68%-6.99%-5.61%13.67%
20217.46%3.92%-0.40%5.89%
2020-24.96%13.39%6.09%13.27%
201911.77%4.06%3.00%6.28%
2018-3.11%1.68%5.66%-11.78%
20173.77%0.70%2.32%3.57%
20160.19%3.69%3.98%6.62%
20150.52%0.61%-10.19%5.59%
20142.30%5.35%-0.11%4.59%
201310.47%4.88%3.16%9.56%
201211.21%-2.76%7.04%0.50%
20115.18%-0.53%-14.60%13.08%
20104.20%-11.94%10.22%9.63%
2009-14.43%16.23%15.86%4.27%
2008-9.21%-6.38%-6.59%-21.32%
2007-0.06%5.96%-0.62%-6.12%
20063.79%0.26%7.09%7.25%
2005-1.21%0.95%2.63%1.53%
20042.14%1.85%0.22%9.54%
2003-5.63%17.40%1.94%13.71%
20023.59%-7.49%-17.73%9.46%
20011.02%8.00%-10.01%9.20%

Rank in category (by total return)

YTD77
1-month90
3-month62
1-year94
3-year64
5-year82

Load adjusted returns

1-year7.55%
3-year3.59%
5-year8.42%
10-year7.06%