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ACFSX: American Century Legacy Foc Lg Cap Instl (MUTUAL FUND)
Basic Info 48.58 0.49(1.00%) October 21
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 06/20/2006 |
| Last Dividend Date: | 12/20/2016 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.91% |
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Performance Analytics (As of 10/19/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.6 | 54.5 | 71.6 | 30.7 | 24.8 | 18.5 | 13.3 | 32.2 | 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 |
| SR | NA | 2.07 | 2.13 | 1.2 | 1.16 | 1.0 | 0.62 | 1.93 | 0.23 | 3.51 | 0.38 | -0.22 | 1.03 | 3.34 | 0.64 | 0.28 | 0.43 | 0.78 | -1.42 | 1.85 | 1.7 |
| DD(%) | NA | 32.1 | 32.1 | 32.1 | 32.1 | 32.1 | 58.8 | 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 |
| SD(%) | NA | 37.7 | 33.9 | 25.6 | 21.5 | 18.4 | 20.6 | 16.9 | 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 |
| TR | NA | 0.86 | 0.79 | 0.31 | 0.25 | 0.19 | 0.14 | 0.27 | 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 | 0.18 | 0.15 | 0.06 | 0.04 | 0.02 | 0.02 | -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 | 0.91 | 0.91 | 1.0 | 1.01 | 0.97 | 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 |
| RS | NA | 0.85 | 0.84 | 0.82 | 0.82 | 0.85 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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