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TWEIX: American Century Equity Income Inv (MUTUAL FUND)
Basic Info 8.9 0.02(0.22%) January 27
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 12/21/2022 |
| 12-Mo. Yield | 0.28% |
| Expenses | 0.95% |
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Performance Analytics (As of 01/27/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.7 | 1.6 | 10.6 | 8.5 | 7.8 | 10.2 | 8.7 | 10.1 | 6.0 | 9.4 | 1.1 | 24.1 | -3.8 | 13.3 | 18.8 | 0.6 | 12.5 | 19.5 | 11.5 | 3.6 | 13.3 | 12.2 | -20.0 | 1.8 | 19.5 | 2.5 | 11.6 | 24.2 | -5.0 | 10.5 | 21.9 | -0.2 | 13.0 | 28.3 | 23.3 | 20.1 | -1.7 |
| SR | NA | 1.82 | 0.53 | 0.39 | 0.4 | 0.7 | NA | 0.63 | 0.28 | 0.92 | 0.03 | 2.59 | -0.42 | 2.28 | 1.77 | 0.05 | 1.53 | 2.39 | 1.34 | 0.2 | 1.07 | 0.68 | -0.65 | -0.09 | 2.51 | 0.04 | 1.31 | 1.97 | -0.33 | 0.68 | 1.4 | -0.36 | 0.84 | -3.3 | 3.28 | 1.88 | -1.06 |
| DD(%) | NA | 2.7 | 12.7 | 32.9 | 32.9 | 32.9 | NA | 39.2 | 12.7 | 6.1 | 32.9 | 4.9 | 13.1 | 1.9 | 5.8 | 9.3 | 5.5 | 4.3 | 6.1 | 15.0 | 10.3 | 20.7 | 32.1 | 9.2 | 3.5 | 5.5 | 4.3 | 11.4 | 20.1 | 11.7 | 11.2 | 11.6 | 13.9 | 6.1 | 4.6 | 8.1 | 7.0 |
| SD(%) | NA | 11.9 | 17.1 | 20.5 | 17.2 | 13.7 | NA | 13.7 | 16.9 | 10.2 | 29.8 | 8.8 | 12.0 | 5.6 | 10.5 | 11.3 | 8.1 | 8.1 | 8.6 | 17.4 | 12.4 | 17.7 | 32.1 | 13.0 | 6.5 | 7.8 | 8.1 | 11.9 | 18.4 | 12.2 | 12.8 | 9.5 | 11.5 | 8.1 | 6.0 | 8.7 | 9.3 |
| TR | NA | 0.26 | 0.11 | 0.1 | 0.09 | 0.12 | NA | 0.13 | 0.06 | 0.16 | 0.01 | 0.31 | -0.07 | 0.17 | 0.24 | 0.01 | 0.17 | 0.28 | 0.17 | 0.05 | 0.2 | 0.23 | -0.29 | -0.02 | 0.25 | 0.0 | 0.15 | 0.35 | -0.09 | 0.15 | 0.31 | -0.08 | 0.19 | -0.64 | 0.48 | 0.42 | -0.2 |
| Alpha(%) | NA | -0.02 | 0.02 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.02 | -0.02 | -0.01 | 0.02 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.03 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.04 | 0.06 | 0.06 | -0.03 | 0.01 | -0.07 | 0.04 | 0.02 | -0.03 |
| Beta(%) | NA | 0.82 | 0.81 | 0.8 | 0.79 | 0.78 | NA | 0.67 | 0.8 | 0.6 | 0.82 | 0.74 | 0.74 | 0.74 | 0.76 | 0.72 | 0.73 | 0.7 | 0.67 | 0.72 | 0.66 | 0.54 | 0.73 | 0.75 | 0.65 | 0.7 | 0.72 | 0.68 | 0.65 | 0.56 | 0.57 | 0.41 | 0.5 | 0.42 | 0.41 | 0.39 | 0.5 |
| RS | NA | 0.96 | 0.79 | 0.92 | 0.92 | 0.92 | NA | 0.88 | 0.79 | 0.57 | 0.98 | 0.93 | 0.95 | 0.88 | 0.94 | 0.96 | 0.94 | 0.91 | 0.96 | 0.97 | 0.96 | 0.92 | 0.98 | 0.97 | 0.92 | 0.89 | 0.91 | 0.94 | 0.93 | 0.86 | 0.73 | 0.52 | 0.68 | 0.75 | 0.59 | 0.14 | 0.3 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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