Nasdaq - Delayed Quote USD

American Century Sustainable Equity A (AFDAX)

52.39 -0.88 (-1.65%)
At close: September 6 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 13.51%
5y Average Return 13.57%
Number of Years Up 15
Number of Years Down 4
Best 1Y Total Return (Sep 5, 2024) 33.51%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 33.51%
Worst 3Y Total Return 6.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AFDAX
Category
YTD
16.64%
5.31%
1-Month
2.20%
-4.19%
3-Month
5.80%
3.90%
1-Year
23.92%
20.31%
3-Year
7.03%
6.48%
5-Year
14.59%
11.78%
10-Year
11.99%
10.96%
Last Bull Market
26.19%
25.56%
Last Bear Market
-16.89%
-15.11%

Annual Total Return (%) History

Year
AFDAX
Category
2024
--
--
2023
23.89%
22.32%
2022
-19.72%
-16.96%
2021
28.26%
26.07%
2020
18.98%
15.83%
2019
33.51%
28.78%
2018
-5.75%
-6.27%
2017
25.52%
20.44%

2016
8.73%
10.37%
2015
-1.92%
-1.07%
2014
13.69%
10.96%
2013
31.26%
31.50%
2012
15.01%
14.96%
2011
3.93%
-1.27%
2010
13.51%
14.01%
2009
21.85%
28.17%
2008
-35.57%
-37.79%
2007
13.73%
6.16%
2006
20.64%
14.17%
2005
10.94%
5.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.89% 2.44% -- --
2023 6.81% 7.47% -3.37% 11.69%
2022 -7.07% -16.89% -4.55% 8.90%
2021 5.19% 8.73% 0.71% 11.35%
2020 -19.04% 21.18% 9.13% 11.13%
2019 13.41% 5.15% 2.14% 9.61%
2018 0.04% 1.23% 8.48% -14.20%
2017 5.21% 4.70% 4.93% 8.60%
2016 -0.43% 0.57% 5.51% 2.91%
2015 0.74% -0.05% -7.63% 5.44%

2014 1.41% 4.57% 1.28% 5.87%
2013 10.63% 3.18% 4.39% 10.16%
2012 12.85% -4.09% 6.54% -0.26%
2011 6.65% -0.07% -13.60% 12.86%
2010 4.72% -11.57% 10.11% 11.33%
2009 -12.15% 13.95% 15.47% 5.41%
2008 -9.23% -3.24% -7.70% -20.53%
2007 3.77% 7.92% 3.30% -1.69%
2006 4.92% -1.11% 5.95% 9.75%
2005 -0.67% 1.16% 6.42% 3.75%

Rank in Category (By Total Return)

YTD 65
1-Month 59
3-Month 78
1-Year 66
3-Year 70
5-Year 55

Load Adjusted Returns

1-Year 16.79%
3-Year 4.94%
5-Year 13.24%
10-Year 11.33%

Performance & Risk

YTD Return 13.51%
5y Average Return 13.57%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Century Investments
Net Assets 4.67B
YTD Return 16.64%
Yield 0.53%
Morningstar Rating
Inception Date Jul 29, 2005

Fund Summary

The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock’s value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a company’s earnings and cash flow and changes in its earnings estimates.

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