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TWCVX: American Century Vista Inv (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/1986 |
Last Dividend Date: | 12/18/2007 |
12-Mo. Yield | 0.00% |
Expenses | 1.03% |
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Performance Analytics (As of 12/06/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1986 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -6.5 | 23.0 | 8.8 | 14.9 | 6.9 | 8.9 | 7.6 | 9.8 | 20.6 | 15.5 | -8.0 | 23.9 | 21.9 | -48.7 | 38.7 | 9.1 | 8.9 | 15.8 | 42.8 | -20.9 | -27.6 | -1.0 | 119.1 | -14.3 | -8.7 | 7.6 | 46.8 | 4.7 | 5.4 | -2.1 | 73.7 | -15.7 | 52.3 | 2.4 | 6.0 | 26.7 |
Sharpe Ratio | NA | 1.51 | 0.4 | 0.62 | 0.24 | NA | NA | 0.29 | 1.44 | 0.95 | -0.26 | 0.98 | 0.76 | -1.18 | 1.7 | 0.29 | 0.43 | 0.95 | 2.29 | -1.02 | -1.39 | -0.11 | 4.28 | -0.76 | -0.5 | 0.15 | 1.83 | 0.09 | 0.18 | -0.25 | 3.4 | -0.87 | 2.71 | -0.1 | 0.04 | 1.09 |
Draw Down(%) | NA | 8.1 | 26.4 | 26.4 | 57.9 | NA | NA | 63.4 | 8.1 | 12.4 | 26.4 | 19.0 | 17.5 | 56.9 | 15.3 | 22.0 | 12.1 | 16.9 | 10.5 | 24.1 | 34.6 | 37.9 | 11.6 | 40.4 | 28.8 | 24.1 | 13.6 | 21.7 | 13.9 | 24.9 | 12.8 | 37.9 | 12.0 | 18.9 | 51.7 | 24.2 |
Standard Deviation(%) | NA | 15.2 | 21.7 | 24.1 | 24.4 | NA | NA | 25.3 | 15.4 | 16.4 | 30.4 | 24.2 | 28.7 | 42.0 | 21.0 | 20.1 | 15.6 | 15.7 | 18.4 | 21.5 | 21.8 | 44.9 | 27.1 | 23.2 | 24.5 | 26.2 | 23.5 | 20.2 | 18.6 | 18.1 | 20.5 | 24.1 | 17.2 | 22.1 | 46.6 | 20.8 |
Treynor Ratio | NA | 0.23 | 0.09 | 0.15 | 0.06 | NA | NA | 0.08 | 0.22 | 0.16 | -0.08 | 0.22 | 0.24 | -0.56 | 0.31 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.02 | -0.03 | 0.01 | NA | NA | 0.04 | -0.02 | 0.0 | -0.02 | -0.02 | -0.05 | -0.05 | 0.06 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 1.02 | 0.99 | 0.96 | NA | NA | 0.96 | 0.99 | 0.99 | 1.03 | 1.08 | 0.92 | 0.88 | 1.18 | 0.99 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.78 | 0.92 | 0.92 | 0.79 | NA | NA | 0.27 | 0.77 | 0.95 | 0.94 | 0.97 | 0.92 | 0.96 | 0.93 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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