Nasdaq - Delayed Quote USD

American Century Sustainable Equity A (AFDAX)

55.71 -0.51 (-0.91%)
At close: 8:01 PM EDT

Fund Summary

The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock’s value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a company’s earnings and cash flow and changes in its earnings estimates.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.51%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 4

Performance & Risk

YTD Return 18.71%
5y Average Return 14.32%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
AFDAXCategory AverageAFDAXCategory AverageAFDAXCategory Average
Alpha -2.26 -0.01 -1.3 -0.01 -0.98 -0.01
BETA 1.02 0.01 1.01 0.01 1.01 0.01
Mean Annual Return 0.89 0.01 1.28 0.01 1.08 0.01
R-squared 99 0.94 99.19 0.95 98.65 0.95
Standard Deviation 17.89 0.17 18.23 0.19 15.51 0.15
Sharpe Ratio 0.39 0 0.71 0.01 0.72 0.01
Treynor Ratio 5.56 0.03 12.01 0.1 10.52 0.1

Related Tickers