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TWVIX: American Century Vista Instl (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/02/1997 |
Last Dividend Date: | 12/18/2007 |
12-Mo. Yield | 0.00% |
Expenses | 0.80% |
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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 | Since 09/02/1997 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -6.3 | 23.5 | 9.1 | 15.2 | 7.2 | 9.2 | 6.1 | 21.1 | 15.7 | -7.9 | 24.1 | 22.1 | -48.6 | 39.0 | 9.3 | 9.1 | 16.0 | 43.1 | -20.7 | -27.4 | -0.8 | 119.2 | -14.0 | -12.5 |
Sharpe Ratio | NA | 1.53 | 0.42 | 0.63 | 0.25 | NA | 0.17 | 1.49 | 0.96 | -0.26 | 1.0 | 0.77 | -1.18 | 1.72 | 0.3 | 0.44 | 0.96 | 2.3 | -1.01 | -1.39 | -0.11 | 4.29 | -0.74 | -1.21 |
Draw Down(%) | NA | 7.9 | 26.3 | 26.3 | 57.8 | NA | 63.1 | 7.9 | 12.4 | 26.3 | 19.0 | 17.5 | 56.8 | 15.3 | 22.0 | 12.1 | 16.9 | 10.4 | 24.0 | 34.6 | 37.8 | 11.6 | 40.4 | 24.1 |
Standard Deviation(%) | NA | 15.3 | 21.7 | 24.2 | 24.7 | NA | 25.8 | 15.3 | 16.5 | 29.8 | 24.1 | 28.8 | 42.0 | 21.0 | 20.0 | 15.6 | 15.7 | 18.4 | 21.6 | 21.7 | 44.8 | 27.0 | 23.3 | 30.1 |
Treynor Ratio | NA | 0.24 | 0.09 | 0.15 | 0.06 | NA | 0.05 | 0.23 | 0.16 | -0.08 | 0.23 | 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 |
Alpha | NA | -0.03 | -0.04 | -0.05 | -0.03 | NA | 0.0 | -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 |
Beta | NA | 0.99 | 1.02 | 0.99 | 0.96 | NA | 0.96 | 0.99 | 0.99 | 1.03 | 1.05 | 0.92 | 0.88 | 1.18 | 0.98 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.77 | 0.92 | 0.92 | 0.79 | NA | 0.44 | 0.78 | 0.94 | 0.96 | 0.93 | 0.92 | 0.96 | 0.93 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 1.8 | 6.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 12.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 28.2 | 9.3 | 0.0 | 5.3 |
Dividend Growth(%) | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 1507.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | 543.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/1997
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