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American Century Value R5 (AVUGX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.02
+0.03
(+0.38%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
2.16%
5-Year Average Return
9.07%
Number of Years Up
5
Number of Years Down
1
Best 1 Yr Total Return (May 1, 2024)
27.06%
Worst 1 Yr Total Return (May 1, 2024)
N/A
Best 3-Yr Total Return
27.06%
Worst 3-Yr Total Return
5.16%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
AVUGX
Category
YTD
6.13%
17.52%
1-Month
4.66%
-0.87%
3-Month
6.13%
5.51%
1-Year
14.81%
42.88%
3-Year
8.15%
11.93%
5-Year
10.65%
12.07%
10-Year
8.68%
10.95%
Last Bull Market
45.98%
23.18%
Last Bear Market
-10.41%
-17.87%
Annual Total Return (%) History
Year
AVUGX
Category
2024
N/A
N/A
2023
9.06%
N/A
2022
0.25%
N/A
2021
24.55%
N/A
2020
0.73%
2.91%
2019
27.06%
25.04%
2018
-9.15%
-8.53%
2017
N/A
15.94%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.13%
N/A
N/A
N/A
2023
0.81%
2.16%
-3.27%
9.47%
2022
3.14%
-10.41%
-5.55%
14.86%
2021
14.24%
3.83%
-0.35%
5.38%
2020
-29.53%
15.15%
2.82%
20.73%
2019
11.52%
3.09%
0.48%
10.00%
2018
-2.77%
2.55%
5.61%
-13.72%
2017
2.90%
4.29%
N/A
N/A
Rank In Category (By Total Return)
YTD
90
1-Month
64
3-Month
90
1-Year
86
3-Year
66
5-Year
57
Load Adjusted Returns
1-Year
14.81%
3-Year
8.15%
5-Year
10.65%
10-Year
8.68%
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