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TWVAX: American Century Vista A (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/02/1997 |
Last Dividend Date: | 12/18/2007 |
12-Mo. Yield | 0.00% |
Expenses | 1.28% |
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Performance Analytics (As of 12/06/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/02/1997 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -6.8 | 22.3 | 8.4 | 14.6 | 6.6 | 8.6 | 5.5 | 19.9 | 15.2 | -8.2 | 23.5 | 21.5 | -48.8 | 38.5 | 8.8 | 8.6 | 15.5 | 42.3 | -21.1 | -27.9 | -1.9 | 119.0 | -14.4 | -12.6 |
Sharpe Ratio | NA | 1.45 | 0.38 | 0.6 | 0.23 | NA | 0.15 | 1.38 | 0.93 | -0.27 | 0.97 | 0.74 | -1.18 | 1.69 | 0.28 | 0.41 | 0.93 | 2.26 | -1.03 | -1.41 | -0.13 | 4.27 | -0.76 | -1.22 |
Draw Down(%) | NA | 8.4 | 26.4 | 26.4 | 58.0 | NA | 64.1 | 8.4 | 12.5 | 26.4 | 19.0 | 17.5 | 57.0 | 15.3 | 22.0 | 12.1 | 17.0 | 10.7 | 24.1 | 34.8 | 38.1 | 11.6 | 40.5 | 24.1 |
Standard Deviation(%) | NA | 15.4 | 21.7 | 24.1 | 24.4 | NA | 25.8 | 15.5 | 16.4 | 30.3 | 24.2 | 28.8 | 42.0 | 21.1 | 20.1 | 15.5 | 15.7 | 18.4 | 21.6 | 21.7 | 45.1 | 27.1 | 23.3 | 30.0 |
Treynor Ratio | NA | 0.22 | 0.08 | 0.15 | 0.06 | NA | 0.04 | 0.22 | 0.15 | -0.08 | 0.22 | 0.23 | -0.56 | 0.3 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.02 | -0.03 | 0.01 | NA | 0.01 | -0.03 | 0.0 | -0.02 | -0.02 | -0.05 | -0.05 | 0.06 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 1.02 | 0.99 | 0.96 | NA | 0.96 | 0.99 | 0.99 | 1.04 | 1.08 | 0.92 | 0.88 | 1.18 | 0.98 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.77 | 0.92 | 0.92 | 0.79 | NA | 0.44 | 0.76 | 0.94 | 0.95 | 0.97 | 0.92 | 0.96 | 0.93 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 1.8 | 6.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 12.5 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 28.0 | 8.5 | 0.0 | 5.3 |
Dividend Growth(%) | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 1507.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | 597.8 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/1997
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