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AVTRX: American Century Vista R (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/11/2005 |
| Last Dividend Date: | 12/18/2007 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.53% |
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Performance Analytics (As of 12/06/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/11/2005 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.8 | 22.0 | 8.1 | 14.3 | 4.9 | 19.7 | 14.9 | -8.4 | 23.2 | 21.2 | -48.9 | 38.1 | 8.5 | 3.7 |
| Sharpe Ratio | NA | 1.4 | 0.37 | 0.58 | 0.15 | 1.36 | 0.91 | -0.28 | 0.96 | 0.73 | -1.18 | 1.67 | 0.26 | 0.46 |
| Draw Down(%) | NA | 8.4 | 26.5 | 26.5 | 58.1 | 8.4 | 12.5 | 26.5 | 19.1 | 17.5 | 57.1 | 15.3 | 22.0 | 9.2 |
| Standard Deviation(%) | NA | 15.7 | 22.1 | 24.4 | 26.0 | 15.5 | 16.5 | 30.3 | 24.1 | 28.8 | 42.0 | 21.1 | 20.1 | 16.3 |
| Treynor Ratio | NA | 0.22 | 0.08 | 0.14 | 0.04 | 0.21 | 0.15 | -0.08 | 0.22 | 0.23 | -0.56 | 0.3 | 0.05 | 0.0 |
| Alpha | NA | -0.04 | -0.04 | -0.06 | -0.02 | -0.03 | 0.0 | -0.02 | -0.02 | -0.05 | -0.05 | 0.06 | 0.01 | NA |
| Beta | NA | 1.0 | 1.03 | 0.99 | 0.96 | 0.99 | 0.99 | 1.04 | 1.05 | 0.92 | 0.88 | 1.18 | 0.98 | NA |
| RSquared | NA | 0.74 | 0.91 | 0.91 | 0.85 | 0.76 | 0.94 | 0.95 | 0.93 | 0.92 | 0.96 | 0.93 | 0.1 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 12.3 | 0.8 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 1485.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2005
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See Mid-Cap Growth Asset Class Trend Rankings |
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