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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

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.16%
5-Year Average Return9.07%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (May 1, 2024)27.06%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return27.06%
Worst 3-Yr Total Return5.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAVUGXCategory
YTD6.13%17.52%
1-Month4.66%-0.87%
3-Month6.13%5.51%
1-Year14.81%42.88%
3-Year8.15%11.93%
5-Year10.65%12.07%
10-Year8.68%10.95%
Last Bull Market45.98%23.18%
Last Bear Market-10.41%-17.87%

Annual Total Return (%) History

Year
AVUGXCategory
2024
N/AN/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/A15.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.13%N/AN/AN/A
20230.81%2.16%-3.27%9.47%
20223.14%-10.41%-5.55%14.86%
202114.24%3.83%-0.35%5.38%
2020-29.53%15.15%2.82%20.73%
201911.52%3.09%0.48%10.00%
2018-2.77%2.55%5.61%-13.72%
20172.90%4.29%N/AN/A

Rank In Category (By Total Return)

YTD90
1-Month64
3-Month90
1-Year86
3-Year66
5-Year57

Load Adjusted Returns

1-Year14.81%
3-Year8.15%
5-Year10.65%
10-Year8.68%