American Century Equity Income Fund Class I (ACIIX)

The chart shows the growth of $10,000 invested in American Century Equity Income Fund Class I in Sep 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $33,869 for a total return of roughly 238.69%. All prices are adjusted for splits and dividends.

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current American Century Equity Income Fund Class I Sharpe ratio is 0.03. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.

American Century Equity Income Fund Class I granted a 8.76% dividend yield in the last twelve months. The annual payout for that period amounted to $0.79 per share.

The table displays the monthly dividend distributions for American Century Equity Income Fund Class I. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way.

The table below shows the maximum drawdowns of the American Century Equity Income Fund Class I. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the American Century Equity Income Fund Class I is 32.76%, recorded on Mar 23, 2020. It took 200 trading sessions for the portfolio to recover.

Current American Century Equity Income Fund Class I volatility is 7.93%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.