Canada markets closed

American Century Focused Lg Cap Val Inv (ALVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
10.45+0.16 (+1.55%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.78%
5-Year Average Return9.98%
Number of Years Up19
Number of Years Down5
Best 1 Yr Total Return (May 30, 2024)31.44%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return31.44%
Worst 3-Yr Total Return5.67%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnALVIXCategory
YTD3.65%4.44%
1-Month-2.85%-4.04%
3-Month2.21%4.09%
1-Year6.90%14.37%
3-Year5.98%6.04%
5-Year8.26%9.20%
10-Year7.93%8.57%
Last Bull Market16.77%22.97%
Last Bear Market-6.93%-11.27%

Annual Total Return (%) History

Year
ALVIXCategory
2024
N/AN/A
2023
6.06%11.63%
2022
1.71%-5.90%
2021
17.97%26.22%
2020
2.51%2.91%
2019
27.61%25.04%
2018
-7.93%-8.53%
2017
11.12%15.94%
2016
15.31%14.81%
2015
-3.85%-4.05%
2014
12.87%10.21%
2013
31.44%31.21%
2012
16.41%14.57%
2011
1.48%-0.75%
2010
10.93%13.66%
2009
20.69%24.13%
2008
-37.38%-37.09%
2007
-0.95%1.42%
2006
19.81%18.15%
2005
4.17%5.95%
2004
14.28%12.97%
2003
28.97%28.44%
2002
-13.47%-18.69%
2001
7.47%-4.99%
2000
9.68%7.87%
1999
N/A6.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.69%N/AN/AN/A
2023-0.06%3.17%-4.10%7.25%
20221.83%-6.93%-5.54%13.62%
20217.43%4.07%-0.41%5.96%
2020-24.90%13.45%6.16%13.34%
201911.70%4.22%3.06%6.35%
2018-3.16%1.74%5.73%-11.62%
20173.83%0.87%2.28%3.74%
20160.24%3.75%3.92%6.69%
20150.46%0.67%-10.13%5.79%
20142.22%5.54%-0.16%4.78%
201310.52%4.95%3.36%9.63%
201211.06%-2.70%7.11%0.57%
20115.42%-0.46%-14.69%13.36%
20104.05%-11.89%10.29%9.71%
2009-14.38%16.30%15.93%4.55%
2008-9.02%-6.47%-6.54%-21.26%
2007-0.01%6.03%-0.56%-6.05%
20063.84%0.47%7.00%7.33%
2005-1.16%1.01%2.69%1.60%
20042.01%1.91%0.29%9.62%
2003-5.58%17.47%2.01%13.99%
20023.66%-7.44%-17.67%9.53%
20011.10%8.06%-9.96%9.25%
2000-1.33%-2.17%6.45%6.73%
19992.83%N/AN/AN/A

Rank In Category (By Total Return)

YTD66
1-Month14
3-Month86
1-Year93
3-Year52
5-Year72

Load Adjusted Returns

1-Year6.90%
3-Year5.98%
5-Year8.26%
10-Year7.93%