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ACQIX: American Century Equity Index Instl (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/29/1999 |
Last Dividend Date: | 12/26/2012 |
12-Mo. Yield | 4.36% |
Expenses | 0.15% |
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Performance Analytics (As of 03/28/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/29/1999 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | -6.7 | 5.3 | 1.5 | 5.9 | 1.0 | 9.2 | -4.1 | 2.0 | 14.9 | 26.2 | -37.2 | 5.2 | 15.4 | 4.8 | 10.3 | 27.1 | -23.3 | -12.9 | -10.2 | 11.0 |
Sharpe Ratio | NA | -0.25 | 0.21 | 0.05 | 0.2 | -0.02 | 4.36 | -0.18 | 0.08 | 0.81 | 0.95 | -0.92 | 0.14 | 1.21 | 0.25 | 0.83 | 1.55 | -0.94 | -0.72 | -0.64 | 0.65 |
Draw Down(%) | NA | 25.3 | 25.3 | 51.7 | 55.5 | 55.5 | 2.8 | 25.3 | 18.8 | 15.8 | 27.2 | 47.9 | 9.8 | 7.4 | 7.0 | 7.7 | 13.9 | 33.7 | 29.5 | 17.5 | 11.6 |
Standard Deviation(%) | NA | 27.2 | 24.4 | 29.9 | 24.3 | 21.9 | 10.2 | 23.2 | 23.6 | 18.3 | 27.5 | 41.1 | 16.0 | 10.0 | 10.4 | 11.2 | 17.1 | 25.9 | 21.5 | 22.2 | 17.2 |
Treynor Ratio | NA | -0.07 | 0.05 | 0.01 | 0.05 | 0.0 | 0.46 | -0.04 | 0.02 | 0.15 | 0.26 | -0.38 | 0.02 | 0.12 | 0.03 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.1 | -0.05 | -0.06 | -0.03 | -0.02 | -0.02 | -0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | NA | NA | NA |
Beta | NA | 1.02 | 0.99 | 1.0 | 1.01 | 1.0 | 0.97 | 1.01 | 0.99 | 0.97 | 1.0 | 1.01 | 1.01 | 0.98 | 1.01 | 1.0 | NA | NA | NA | NA | NA |
RSquared | NA | 0.28 | 0.63 | 0.81 | 0.77 | 0.61 | 0.95 | 0.36 | 0.99 | 0.95 | 0.99 | 1.0 | 0.99 | 0.99 | 0.98 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 4.4 | 4.1 | 2.9 | 3.3 | N/A | 0.0 | 4.7 | 5.1 | 2.0 | 2.2 | 1.7 | 1.8 | 1.8 | 1.7 | 1.4 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -6.7 | 98.3 | 93.1 | N/A | N/A | -100.0 | -11.5 | 188.9 | 12.5 | -20.0 | 0.0 | 11.1 | 12.5 | 33.3 | 100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/1999
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