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American Century Focused Lg Cap Val R (ALVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.23-0.04 (-0.39%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.34%
5-Year Average Return7.82%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (Jun 13, 2024)30.78%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return30.78%
Worst 3-Yr Total Return5.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnALVRXCategory
YTD5.66%4.44%
1-Month2.05%-4.04%
3-Month3.27%4.09%
1-Year13.79%14.37%
3-Year5.42%6.04%
5-Year9.46%9.20%
10-Year7.42%8.57%
Last Bull Market16.57%22.97%
Last Bear Market-7.04%-11.27%

Annual Total Return (%) History

Year
ALVRXCategory
2024
N/AN/A
2023
5.52%11.63%
2022
1.21%-5.90%
2021
17.45%26.22%
2020
1.91%2.91%
2019
27.08%25.04%
2018
-8.39%-8.53%
2017
10.45%15.94%
2016
14.85%14.81%
2015
-4.33%-4.05%
2014
12.30%10.21%
2013
30.78%31.21%
2012
15.84%14.57%
2011
0.78%-0.75%
2010
10.58%13.66%
2009
19.81%24.13%
2008
-37.54%-37.09%
2007
-1.58%1.42%
2006
19.38%18.15%
2005
3.65%5.95%
2004
13.72%12.97%
2003
N/A28.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.67%N/AN/AN/A
2023-0.16%3.04%-4.21%7.09%
20221.72%-7.04%-5.66%13.45%
20217.40%3.93%-0.54%5.79%
2020-25.04%13.30%6.01%13.18%
201911.70%3.99%2.93%6.30%
2018-3.16%1.51%5.70%-11.83%
20173.71%0.64%2.25%3.49%
20160.14%3.61%3.91%6.53%
20150.36%0.54%-10.24%5.62%
20142.12%5.41%-0.29%4.62%
201310.42%4.81%3.24%9.46%
201211.13%-2.98%7.14%0.28%
20115.11%-0.59%-14.80%13.20%
20103.93%-11.99%10.15%9.75%
2009-14.67%16.15%15.78%4.40%
2008-9.11%-6.58%-6.65%-21.20%
2007-0.11%5.89%-0.80%-6.19%
20063.74%0.34%6.87%7.31%
2005-1.26%0.88%2.56%1.46%
20041.91%1.78%0.16%9.46%
200313.82%N/AN/AN/A

Rank In Category (By Total Return)

YTD78
1-Month88
3-Month64
1-Year95
3-Year69
5-Year84

Load Adjusted Returns

1-Year13.79%
3-Year5.42%
5-Year9.46%
10-Year7.42%