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American Century Focused Lg Cap Val R5 (ALVGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.19-0.01 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.78%
5-year average return8.57%
Number of years up5
Number of years down1
Best 1-yr total return (26 Jun 2024)27.97%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return27.97%
Worst 3-yr total return6.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALVGXCategory
YTD5.92%4.44%
1-month2.05%-4.04%
3-month3.42%4.09%
1-year14.58%14.37%
3-year6.13%6.04%
5-year10.20%9.20%
10-year8.11%8.57%
Last bull market16.85%22.97%
Last bear market-6.88%-11.27%

Annual total return (%) history

Year
ALVGXCategory
2024
N/AN/A
2023
6.15%11.63%
2022
2.01%-5.90%
2021
18.17%26.22%
2020
2.71%2.91%
2019
27.97%25.04%
2018
-7.75%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.83%N/AN/AN/A
2023-0.01%3.22%-4.14%7.30%
20221.87%-6.88%-5.49%13.78%
20217.47%4.12%-0.28%5.91%
2020-24.94%13.63%6.21%13.39%
201911.86%4.27%3.11%6.41%
2018-3.02%1.79%5.78%-11.66%
20172.43%3.69%N/AN/A

Rank in category (by total return)

YTD75
1-month89
3-month60
1-year94
3-year53
5-year75

Load adjusted returns

1-year14.58%
3-year6.13%
5-year10.20%
10-year8.11%