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Nasdaq - Delayed Quote USD

American Century Strat Allc: Agrsv R5 (ASAUX)

7.20
-0.35
(-4.64%)
At close: April 4 at 8:00:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.96%
5y Average Return 13.38%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 3, 2025) 24.48%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 24.48%
Worst 3Y Total Return 3.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ASAUX
Category
YTD
-0.64%
11.35%
1-Month
-2.89%
0.99%
3-Month
-0.64%
5.92%
1-Year
5.68%
32.83%
3-Year
5.38%
11.75%
5-Year
13.01%
11.53%
10-Year
7.71%
8.98%
Last Bull Market
14.42%
17.67%
Last Bear Market
-12.87%
-15.71%

Annual Total Return (%) History

Year
ASAUX
Category
2025
--
--
2024
13.30%
--
2023
15.32%
--
2022
-15.15%
--
2021
15.19%
--
2020
18.64%
13.51%
2019
24.48%
21.35%
2018
-7.70%
-7.93%

2017
--
15.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.64% -- -- --
2024 6.52% 0.38% 6.73% -0.73%
2023 5.34% 3.33% -3.37% 9.63%
2022 -5.88% -12.87% -5.22% 9.17%
2021 4.84% 5.69% -0.56% 4.54%
2020 -18.34% 19.09% 7.66% 13.33%
2019 11.41% 3.86% 0.77% 6.77%
2018 0.36% 0.72% 3.23% -11.55%
2017 4.56% 4.30% -- --

Rank in Category (By Total Return)

YTD 39
1-Month 30
3-Month 39
1-Year 34
3-Year 35
5-Year 22

Load Adjusted Returns

1-Year 5.68%
3-Year 5.38%
5-Year 13.01%
10-Year 7.71%

Performance & Risk

YTD Return -2.96%
5y Average Return 13.38%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family American Century Investments
Net Assets 647.44M
YTD Return -0.64%
Yield 2.04%
Morningstar Rating
Inception Date Oct 02, 1996

Fund Summary

The fund's asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 79% of its assets in stocks, 20% of its assets in bonds, and 1% of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10% of its assets in below investment-grade securities.

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