Nasdaq - Delayed Quote USD

American Century Sustainable Equity Y (AFYDX)

56.37 -0.51 (-0.90%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 19.28%
5y Average Return 15.01%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Oct 23, 2024) 34.27%
Worst 1Y Total Return (Oct 23, 2024) --
Best 3Y Total Return 34.27%
Worst 3Y Total Return 7.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AFYDX
Category
YTD
19.17%
5.31%
1-Month
1.75%
-4.19%
3-Month
4.61%
3.90%
1-Year
33.32%
20.31%
3-Year
10.19%
6.48%
5-Year
15.26%
11.78%
10-Year
12.87%
10.96%
Last Bull Market
26.49%
25.56%
Last Bear Market
-16.76%
-15.11%

Annual Total Return (%) History

Year
AFYDX
Category
2024
--
--
2023
24.65%
22.32%
2022
-19.24%
-16.96%
2021
29.01%
26.07%
2020
19.74%
15.83%
2019
34.27%
28.78%
2018
-5.19%
-6.27%
2017
--
20.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.05% 2.59% 4.61% --
2023 7.00% 7.60% -3.23% 11.88%
2022 -6.94% -16.76% -4.40% 9.05%
2021 5.34% 8.89% 0.86% 11.52%
2020 -18.89% 21.35% 9.30% 11.30%
2019 13.57% 5.30% 2.30% 9.76%
2018 0.14% 1.40% 8.64% -14.07%
2017 5.10% 8.79% -- --

Rank in Category (By Total Return)

YTD 59
1-Month 60
3-Month 82
1-Year 57
3-Year 58
5-Year 41

Load Adjusted Returns

1-Year 33.32%
3-Year 10.19%
5-Year 15.26%
10-Year 12.87%

Performance & Risk

YTD Return 19.28%
5y Average Return 15.01%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Century Investments
Net Assets 4.71B
YTD Return 19.17%
Yield 1.02%
Morningstar Rating
Inception Date Jul 29, 2005

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.

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