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ACFSX: American Century Legacy Foc Lg Cap Instl (MUTUAL FUND)
Basic Info 62.46 0.26(0.42%) September 16
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 06/20/2006 |
| Last Dividend Date: | 12/08/2020 |
| 12-Mo. Yield | 0.54% |
| Expenses | 0.91% |
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Performance Analytics (As of 09/16/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | 15.1 | 35.1 | 31.7 | 30.0 | 21.4 | 14.3 | 14.3 | 73.6 | 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 | 1.04 | 1.76 | 1.14 | 1.32 | 1.13 | NA | 0.66 | 2.08 | 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 | 13.9 | 13.9 | 32.1 | 32.1 | 32.1 | NA | 58.8 | 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 |
| SD(%) | NA | 20.5 | 21.0 | 26.6 | 22.3 | 18.6 | NA | 20.6 | 35.1 | 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 | 0.17 | 0.31 | 0.3 | 0.29 | 0.21 | NA | 0.15 | 0.8 | 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 | -0.05 | -0.02 | 0.04 | 0.04 | 0.02 | NA | 0.02 | 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 | 1.29 | 1.19 | 1.01 | 1.02 | 0.99 | NA | 0.91 | 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 | 0.65 | 0.63 | 0.78 | 0.78 | 0.82 | NA | 0.81 | 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 |
Top Rated Funds in LARGE BLEND
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Best ETFs
- SPY (SPDR S&P 500 ETF) 0.16% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.15% (100%)
- IWB (iShares Russell 1000) 0.10% (97%)
- IYY (iShares Dow Jones US) 0.06% (97%)
- VTI (Vanguard Total Stock Market ETF) 0.09% (97%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) 0.19% (96%)
- EXT (WisdomTree Total Earnings ETF) (94%)
- DSI (iShares MSCI KLD 400 Social) 0.10% (94%)
- EPS (WisdomTree Earnings 500 ETF) 0.17% (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) 0.0% (93%)
Best Closed End Funds
- ADX (Adams Express) 0.0% (95%)
- CLM (Cornerstone Strategic Value) 0.15% (95%)
- CRF (Cornerstone Total Return Fund) 0.31% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.0% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.21% (95%)
- FFA (First Trust Enhanced Equity Income) 1.13% (95%)
- GAB (Gabelli Equity) 0.45% (95%)
- GGT (Gabelli Global Multimedia) 0.11% (95%)
- USA (Liberty All-Star Equity) 0.89% (94%)
- GRF (Eagle Capital Growth) 0.74% (94%)
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