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ACIVX: American Century Equity Index Inv (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/27/1999 |
| Last Dividend Date: | 12/26/2012 |
| 12-Mo. Yield | 4.11% |
| Expenses | 0.35% |
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Performance Analytics (As of 03/26/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/27/1999 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 11.7 | 12.0 | 4.9 | 7.6 | 2.1 | 9.2 | 15.7 | 1.8 | 14.7 | 26.0 | -37.3 | 5.0 | 15.4 | 4.3 | 10.1 | 26.9 | -22.9 | -12.9 | -10.2 | 6.5 |
| Sharpe Ratio | NA | 0.9 | 0.64 | 0.18 | 0.31 | 0.03 | 4.45 | 1.23 | 0.07 | 0.79 | 0.95 | -0.93 | 0.12 | 1.2 | 0.21 | 0.83 | 1.53 | -0.92 | -0.72 | -0.64 | 0.7 |
| Draw Down(%) | NA | 9.7 | 18.9 | 51.8 | 55.6 | 55.6 | 2.8 | 9.7 | 18.9 | 15.7 | 27.2 | 48.0 | 9.9 | 7.5 | 7.1 | 8.0 | 13.7 | 33.5 | 29.7 | 17.5 | 9.7 |
| Standard Deviation(%) | NA | 12.9 | 18.7 | 26.2 | 20.9 | 21.2 | 10.4 | 12.9 | 23.6 | 18.5 | 27.1 | 40.8 | 16.1 | 10.2 | 10.3 | 11.0 | 17.1 | 26.0 | 21.5 | 22.2 | 17.5 |
| Treynor Ratio | NA | 0.12 | 0.12 | 0.05 | 0.07 | 0.01 | 0.48 | 0.16 | 0.02 | 0.14 | 0.26 | -0.38 | 0.02 | 0.12 | 0.02 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.02 | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | 0.98 | 0.99 | 1.01 | 0.99 | 1.0 | 1.01 | 0.99 | 1.0 | 0.98 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.99 | 0.99 | 0.95 | 0.66 | 0.95 | 0.97 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.98 | 0.98 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 4.1 | 3.9 | 2.7 | 3.0 | N/A | 0.0 | 4.6 | 5.1 | 1.9 | 2.1 | 1.5 | 1.6 | 1.6 | 1.4 | 1.2 | 0.7 | 0.3 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -8.6 | 108.0 | 106.1 | N/A | N/A | -100.0 | -13.2 | 207.1 | 10.5 | -13.6 | -5.4 | 16.2 | 17.6 | 23.6 | 103.7 | 125.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/1999
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