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American Century Value Inv (TWVLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.00+0.03 (+0.38%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.13%
5-Year Average Return8.87%
Number of Years Up24
Number of Years Down6
Best 1 Yr Total Return (May 1, 2024)31.10%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return31.10%
Worst 3-Yr Total Return5.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTWVLXCategory
YTD6.10%17.52%
1-Month4.76%-0.87%
3-Month6.10%5.51%
1-Year14.62%42.88%
3-Year7.95%11.93%
5-Year10.45%12.07%
10-Year8.55%10.95%
Last Bull Market45.68%23.18%
Last Bear Market-10.48%-17.87%

Annual Total Return (%) History

Year
TWVLXCategory
2024
N/AN/A
2023
8.73%N/A
2022
0.16%N/A
2021
24.21%N/A
2020
0.65%2.91%
2019
26.88%25.04%
2018
-9.35%-8.53%
2017
8.47%15.94%
2016
20.22%14.81%
2015
-4.34%-4.05%
2014
12.89%10.21%
2013
31.10%31.21%
2012
14.55%14.57%
2011
0.59%-0.75%
2010
13.41%13.66%
2009
19.43%24.13%
2008
-26.70%-37.09%
2007
-5.20%1.42%
2006
18.51%18.15%
2005
5.03%5.95%
2004
14.36%12.97%
2003
29.06%28.44%
2002
-12.69%-18.69%
2001
12.86%-4.99%
2000
18.27%7.87%
1999
-0.80%6.72%
1998
4.99%12.00%
1997
26.01%26.61%
1996
24.25%20.08%
1995
32.80%32.39%
1994
3.99%-0.70%
1993
N/A13.61%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.10%N/AN/AN/A
20230.64%2.11%-3.33%9.44%
20223.11%-10.48%-5.61%14.97%
202114.08%3.79%-0.40%5.33%
2020-29.62%15.31%2.62%20.87%
201911.51%3.17%0.31%9.95%
2018-2.82%2.62%5.45%-13.80%
20171.96%-0.67%2.74%4.24%
20162.33%5.45%3.79%7.34%
2015-0.59%-0.37%-8.32%5.35%
20143.05%5.37%0.05%3.92%
201311.82%4.04%3.51%8.87%
201210.34%-2.84%5.77%1.02%
20114.49%-0.55%-13.87%12.39%
20105.01%-10.24%9.80%9.58%
2009-13.41%13.15%15.22%5.79%
2008-6.20%-7.28%1.36%-16.86%
20070.54%5.91%-1.90%-9.25%
20063.70%-0.79%7.33%7.32%
2005-0.89%1.32%0.71%3.86%
20043.09%3.05%-1.00%8.74%
2003-5.41%15.72%3.72%13.68%
20023.03%-6.60%-16.28%8.37%
2001-1.42%8.86%-7.34%13.51%
2000-2.20%-1.56%8.70%13.01%
1999-4.33%18.45%-11.00%-1.63%
199811.45%-4.88%-10.85%11.10%
19970.35%12.87%11.82%-0.51%
19967.56%5.30%0.82%8.80%
199511.53%6.61%4.41%6.97%
1994-2.17%1.85%4.59%-0.22%
19933.07%N/AN/AN/A

Rank In Category (By Total Return)

YTD90
1-Month59
3-Month90
1-Year87
3-Year70
5-Year60

Load Adjusted Returns

1-Year14.62%
3-Year7.95%
5-Year10.45%
10-Year8.55%