UK markets closed

American Century Focused Lg Cap Val Inv (ALVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.180.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.69%
5-year average return7.90%
Number of years up19
Number of years down5
Best 1-yr total return (2 Jul 2024)31.44%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.44%
Worst 3-yr total return5.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALVIXCategory
YTD3.89%4.44%
1-month-1.78%-4.04%
3-month-2.62%4.09%
1-year6.86%14.37%
3-year5.75%6.04%
5-year8.24%9.20%
10-year7.45%8.57%
Last bull market16.77%22.97%
Last bear market-6.93%-11.27%

Annual total return (%) history

Year
ALVIXCategory
2024
N/AN/A
2023
6.06%11.63%
2022
1.71%-5.90%
2021
17.97%26.22%
2020
2.51%2.91%
2019
27.61%25.04%
2018
-7.93%-8.53%
2017
11.12%15.94%
2016
15.31%14.81%
2015
-3.85%-4.05%
2014
12.87%10.21%
2013
31.44%31.21%
2012
16.41%14.57%
2011
1.48%-0.75%
2010
10.93%13.66%
2009
20.69%24.13%
2008
-37.38%-37.09%
2007
-0.95%1.42%
2006
19.81%18.15%
2005
4.17%5.95%
2004
14.28%12.97%
2003
28.97%28.44%
2002
-13.47%-18.69%
2001
7.47%-4.99%
2000
9.68%7.87%
1999
N/A6.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.69%-2.62%N/AN/A
2023-0.06%3.17%-4.10%7.25%
20221.83%-6.93%-5.54%13.62%
20217.43%4.07%-0.41%5.96%
2020-24.90%13.45%6.16%13.34%
201911.70%4.22%3.06%6.35%
2018-3.16%1.74%5.73%-11.62%
20173.83%0.87%2.28%3.74%
20160.24%3.75%3.92%6.69%
20150.46%0.67%-10.13%5.79%
20142.22%5.54%-0.16%4.78%
201310.52%4.95%3.36%9.63%
201211.06%-2.70%7.11%0.57%
20115.42%-0.46%-14.69%13.36%
20104.05%-11.89%10.29%9.71%
2009-14.38%16.30%15.93%4.55%
2008-9.02%-6.47%-6.54%-21.26%
2007-0.01%6.03%-0.56%-6.05%
20063.84%0.47%7.00%7.33%
2005-1.16%1.01%2.69%1.60%
20042.01%1.91%0.29%9.62%
2003-5.58%17.47%2.01%13.99%
20023.66%-7.44%-17.67%9.53%
20011.10%8.06%-9.96%9.25%
2000-1.33%-2.17%6.45%6.73%
19992.83%N/AN/AN/A

Rank in category (by total return)

YTD88
1-month94
3-month75
1-year95
3-year66
5-year81

Load adjusted returns

1-year6.86%
3-year5.75%
5-year8.24%
10-year7.45%