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ACFSX: American Century Legacy Foc Lg Cap Instl (MUTUAL FUND)
Basic Info 55.05 0.48(0.88%) March 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (66%) |
Start Date: | 06/20/2006 |
Last Dividend Date: | 12/07/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.51% |
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Performance Analytics (As of 03/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/20/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 11.8 | 41.0 | 0.8 | 15.1 | 14.6 | 15.8 | 11.6 | 35.9 | -36.2 | 7.3 | 73.6 | 32.6 | 6.7 | 34.8 | 5.9 | -3.4 | 12.1 | 37.2 | 7.7 | 5.9 | 7.7 | 19.6 | -46.8 | 47.1 | 11.7 |
Sharpe Ratio | NA | 3.26 | 2.25 | -0.08 | 0.5 | 0.61 | NA | 0.49 | 1.74 | -1.04 | 0.35 | 2.08 | 1.85 | 0.23 | 3.51 | 0.39 | -0.22 | 1.03 | 3.34 | 0.64 | 0.28 | 0.43 | 0.78 | -1.42 | 1.85 | 1.71 |
Draw Down(%) | NA | 3.5 | 15.3 | 43.7 | 43.7 | 43.7 | NA | 58.8 | 15.3 | 38.8 | 13.9 | 32.1 | 10.1 | 23.2 | 2.9 | 12.9 | 15.6 | 9.0 | 5.1 | 9.4 | 16.2 | 14.4 | 22.0 | 51.8 | 13.6 | 4.9 |
Standard Deviation(%) | NA | 18.6 | 17.2 | 25.9 | 26.9 | 22.1 | NA | 21.7 | 18.4 | 36.3 | 20.9 | 35.1 | 16.8 | 23.2 | 9.8 | 14.7 | 15.7 | 11.6 | 11.1 | 12.0 | 21.1 | 17.7 | 25.2 | 33.5 | 24.0 | 11.6 |
Treynor Ratio | NA | 0.4 | 0.3 | -0.01 | 0.12 | 0.12 | NA | 0.11 | 0.25 | -0.27 | 0.06 | 0.8 | 0.26 | 0.04 | 0.3 | 0.05 | -0.03 | 0.12 | 0.39 | 0.09 | 0.07 | 0.08 | 0.23 | -0.65 | 0.32 | 0.17 |
Alpha | NA | 0.0 | 0.0 | -0.04 | 0.0 | 0.0 | NA | 0.01 | 0.01 | -0.05 | -0.09 | 0.15 | -0.01 | 0.05 | 0.03 | -0.02 | -0.02 | 0.0 | 0.02 | -0.02 | 0.02 | -0.02 | -0.01 | -0.12 | 0.13 | -0.04 |
Beta | NA | 1.52 | 1.28 | 1.33 | 1.11 | 1.11 | NA | 0.97 | 1.26 | 1.37 | 1.28 | 0.91 | 1.19 | 1.25 | 1.15 | 1.05 | 1.0 | 0.99 | 0.96 | 0.88 | 0.86 | 0.94 | 0.85 | 0.73 | 1.37 | 1.14 |
RSquared | NA | 0.89 | 0.8 | 0.83 | 0.79 | 0.81 | NA | 0.8 | 0.82 | 0.88 | 0.67 | 0.82 | 0.79 | 0.85 | 0.62 | 0.89 | 0.96 | 0.96 | 0.93 | 0.89 | 0.93 | 0.93 | 0.86 | 0.79 | 0.82 | 0.83 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2006
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