AFDRX
American Century Sustainable Equity-R
$53.84
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 4685.625M |
| 52 Week High | 53.84 |
| 52 Week Low | 40.075 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | AFDRX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 53.84 |
| Price Yesterday | 53.84 |
| Market Cap | 4,685.63 |
| YTD Return | 15.71% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0129 |
Overview
| 52 Week High | 53.84 |
|---|---|
| 52 Week Low | 40.08 |
| Market Cap | 4,685.63M |
| Shares Outstanding | 87.03M |
| Income Dividend Yield | 0.32% |
| Long Term Dividend Yield | 0.78% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.11% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 145.50% |
| One Months | 57.71% |
| Three Months | 23.28% |
| Six Months | 35.39% |
| Nine Months | 39.39% |
| One Year | 26.14% |
| Three Years | 8.04% |
| Five Years | 13.94% |
| Ten Years | 11.93% |
| YTD | 32.73% |
| Since Inception | 10.43% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.80% |
| One Month | 3.68% |
| Three Months | 5.28% |
| Six Months | 16.06% |
| Nine Months | 27.92% |
| One Year | 26.11% |
| Three Years | 25.97% |
| Five Years | 91.70% |
| Ten Years | 207.82% |
| YTD | 15.71% |
| Since Inception | 551.89% |
Yearly Returns
| 2024 | 15.71% |
|---|---|
| 2023 | 23.60% |
| 2022 | -19.93% |
| 2021 | 27.94% |
| 2020 | 18.69% |
| 2019 | 33.14% |
| 2018 | -5.97% |
| 2017 | 25.21% |
| 2016 | 8.44% |
| 2015 | -2.18% |
Risk against SP-DA
| Alpha | -2.87% |
|---|---|
| Beta | 1.01 |
| Correlation | 99.24% |
| Downside Deviation | 3.18% |
| Coefficient of determination | 98.49% |
| Standard Deviation | 3.28% |
| Sharpe Ratio | -0.23 |
| Sortino | -0.81 |
| Treynor | 20.5 |
| Ulcer Index | 3.1 |
| Ulcer Performance Index | -0.83 |