TWBIX
American Century Balanced-Inv
$19.47
-0.01 (-0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 942.624M |
| 52 Week High | 19.48 |
| 52 Week Low | 15.73 |
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Key Data
| Symbol | TWBIX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 19.47 |
| Price Yesterday | 19.48 |
| Market Cap | 942.62 |
| YTD Return | 9.46% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0091 |
Overview
| 52 Week High | 19.48 |
|---|---|
| 52 Week Low | 15.73 |
| Market Cap | 942.62M |
| Shares Outstanding | 48.41M |
| Income Dividend Yield | 1.73% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.73% |
Returns Annualized
| One Day | -12.15% |
|---|---|
| Five Days | 124.73% |
| One Months | 41.17% |
| Three Months | 16.92% |
| Six Months | 21.42% |
| Nine Months | 27.38% |
| One Year | 17.58% |
| Three Years | 3.64% |
| Five Years | 7.63% |
| Ten Years | 6.88% |
| YTD | 19.18% |
| Since Inception | 8.02% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | 1.62% |
| One Month | 2.77% |
| Three Months | 3.92% |
| Six Months | 10.01% |
| Nine Months | 19.65% |
| One Year | 17.56% |
| Three Years | 11.27% |
| Five Years | 44.29% |
| Ten Years | 94.10% |
| YTD | 9.46% |
| Since Inception | 1466.37% |
Yearly Returns
| 2024 | 9.46% |
|---|---|
| 2023 | 16.18% |
| 2022 | -17.35% |
| 2021 | 16.03% |
| 2020 | 12.61% |
| 2019 | 19.63% |
| 2018 | -3.92% |
| 2017 | 14.06% |
| 2016 | 6.90% |
| 2015 | -2.66% |
Risk against SP-DA
| Alpha | -4.78% |
|---|---|
| Beta | 0.73 |
| Correlation | 98.22% |
| Downside Deviation | 2.64% |
| Coefficient of determination | 96.48% |
| Standard Deviation | 2.38% |
| Sharpe Ratio | -1.35 |
| Sortino | -4.22 |
| Treynor | 16.76 |
| Ulcer Index | 2.62 |
| Ulcer Performance Index | -4.25 |