AFDIX
American Century Sustainable Equity-Inv
$54.67
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 4685.634M |
| 52 Week High | 54.67 |
| 52 Week Low | 40.551 |
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Key Data
| Symbol | AFDIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 54.67 |
| Price Yesterday | 54.67 |
| Market Cap | 4,685.63 |
| YTD Return | 16.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0079 |
Overview
| 52 Week High | 54.67 |
|---|---|
| 52 Week Low | 40.55 |
| Market Cap | 4,685.63M |
| Shares Outstanding | 85.71M |
| Income Dividend Yield | 0.75% |
| Long Term Dividend Yield | 0.77% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.53% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 144.43% |
| One Months | 58.48% |
| Three Months | 23.95% |
| Six Months | 36.06% |
| Nine Months | 40.07% |
| One Year | 26.74% |
| Three Years | 8.58% |
| Five Years | 14.51% |
| Ten Years | 12.49% |
| YTD | 33.37% |
| Since Inception | 10.98% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.79% |
| One Month | 3.72% |
| Three Months | 5.42% |
| Six Months | 16.34% |
| Nine Months | 28.38% |
| One Year | 26.71% |
| Three Years | 27.85% |
| Five Years | 96.56% |
| Ten Years | 223.59% |
| YTD | 16.00% |
| Since Inception | 615.20% |
Yearly Returns
| 2024 | 16.00% |
|---|---|
| 2023 | 24.20% |
| 2022 | -19.53% |
| 2021 | 28.60% |
| 2020 | 19.27% |
| 2019 | 33.83% |
| 2018 | -5.50% |
| 2017 | 25.79% |
| 2016 | 8.99% |
| 2015 | -1.67% |
Risk against SP-DA
| Alpha | -2.28% |
|---|---|
| Beta | 1.01 |
| Correlation | 99.30% |
| Downside Deviation | 3.14% |
| Coefficient of determination | 98.60% |
| Standard Deviation | 3.28% |
| Sharpe Ratio | -0.17 |
| Sortino | -0.63 |
| Treynor | 21.09 |
| Ulcer Index | 3.06 |
| Ulcer Performance Index | -0.64 |