BIGRX
American Century Discipline Core Val-Inv
$34.83
-0.06 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 1984.391M |
| 52 Week High | 35.949 |
| 52 Week Low | 28.37 |
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Key Data
| Symbol | BIGRX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 34.83 |
| Price Yesterday | 34.89 |
| Market Cap | 1,984.39 |
| YTD Return | 7.09% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0066 |
Overview
| 52 Week High | 35.95 |
|---|---|
| 52 Week Low | 28.37 |
| Market Cap | 1,984.39M |
| Shares Outstanding | 56.97M |
| Income Dividend Yield | 1.49% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.49% |
Returns Annualized
| One Day | -35.22% |
|---|---|
| Five Days | 13.94% |
| One Months | 5.48% |
| Three Months | -7.99% |
| Six Months | 14.59% |
| Nine Months | 23.66% |
| One Year | 15.75% |
| Three Years | 2.40% |
| Five Years | 8.61% |
| Ten Years | 8.17% |
| YTD | 14.21% |
| Since Inception | 9.78% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.26% |
| One Month | 0.42% |
| Three Months | -2.03% |
| Six Months | 6.93% |
| Nine Months | 17.05% |
| One Year | 15.74% |
| Three Years | 7.32% |
| Five Years | 50.96% |
| Ten Years | 118.92% |
| YTD | 7.09% |
| Since Inception | 2179.45% |
Yearly Returns
| 2024 | 7.09% |
|---|---|
| 2023 | 8.44% |
| 2022 | -12.60% |
| 2021 | 23.70% |
| 2020 | 11.88% |
| 2019 | 23.98% |
| 2018 | -6.86% |
| 2017 | 20.63% |
| 2016 | 13.56% |
| 2015 | -5.66% |
Risk against SP-DA
| Alpha | -7.09% |
|---|---|
| Beta | 0.75 |
| Correlation | 81.12% |
| Downside Deviation | 2.53% |
| Coefficient of determination | 65.80% |
| Standard Deviation | 2.97% |
| Sharpe Ratio | -1.26 |
| Sortino | -5.13 |
| Treynor | 13.87 |
| Ulcer Index | 3.22 |
| Ulcer Performance Index | -4.02 |