American Century Sustainable Equity Fund (AFDAX)
The investment seeks long-term capital growth; income is a secondary objective. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock’s value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a company’s earnings and cash flow and changes in its earnings estimates.
Fund Info
US0250831304
025083130
Nov 30, 2004
$2,500
Large-Cap
Blend
Expense Ratio
AFDAX has a high expense ratio of 1.04%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Century Sustainable Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Century Sustainable Equity Fund had a return of 2.81% year-to-date (YTD) and 9.74% in the last 12 months. Over the past 10 years, American Century Sustainable Equity Fund had an annualized return of 9.86%, while the S&P 500 had an annualized return of 11.29%, indicating that American Century Sustainable Equity Fund did not perform as well as the benchmark.
AFDAX
2.81%
0.95%
0.04%
9.74%
10.20%
9.86%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of AFDAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.20% | 2.81% | |||||||||||
| 2024 | 1.85% | 5.56% | 3.13% | -4.78% | 4.42% | 3.03% | 0.47% | 2.20% | 1.72% | -2.10% | 5.50% | -8.10% | 12.61% |
| 2023 | 6.06% | -2.65% | 3.45% | 0.88% | 0.65% | 5.85% | 3.53% | -1.88% | -4.88% | -1.85% | 8.62% | 3.83% | 22.78% |
| 2022 | -6.05% | -3.63% | 2.64% | -9.15% | -0.76% | -7.82% | 9.32% | -4.09% | -8.96% | 8.80% | 6.38% | -5.98% | -19.78% |
| 2021 | -1.36% | 2.67% | 3.87% | 5.56% | 0.28% | 2.72% | 2.69% | 3.31% | -5.08% | 8.25% | -1.28% | 2.13% | 25.72% |
| 2020 | 0.00% | -8.31% | -11.70% | 12.26% | 5.49% | 2.33% | 5.31% | 7.65% | -3.74% | -3.19% | 10.83% | 3.57% | 18.98% |
| 2019 | 8.23% | 3.15% | 1.58% | 4.68% | -6.34% | 7.25% | 1.97% | -1.62% | 1.82% | 2.30% | 3.96% | 2.41% | 32.66% |
| 2018 | 6.64% | -3.55% | -2.74% | -0.32% | 1.81% | -0.25% | 3.92% | 3.43% | 0.93% | -7.69% | 2.14% | -14.21% | -11.14% |
| 2017 | 0.66% | 4.25% | 0.25% | 1.93% | 1.60% | 1.09% | 2.20% | 0.39% | 2.26% | 3.59% | 3.32% | -0.72% | 22.81% |
| 2016 | -5.94% | 0.10% | 5.76% | 0.24% | 1.00% | -0.66% | 4.84% | -0.05% | 0.68% | -2.48% | 3.74% | 1.72% | 8.74% |
| 2015 | -2.50% | 5.12% | -1.71% | -0.05% | 1.47% | -1.45% | 1.33% | -6.26% | -2.76% | 7.86% | -0.09% | -2.14% | -1.91% |
| 2014 | -3.90% | 4.44% | 1.04% | 0.51% | 2.50% | 1.49% | -0.83% | 3.91% | -1.72% | 2.91% | 2.40% | 0.45% | 13.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AFDAX is 33, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Century Sustainable Equity Fund (AFDAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Century Sustainable Equity Fund provided a 0.30% dividend yield over the last twelve months, with an annual payout of $0.16 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.16 | $0.16 | $0.29 | $0.12 | $0.07 | $0.06 | $0.00 | $0.31 | $0.13 | $0.21 | $0.18 | $0.21 |
Dividend yield | 0.30% | 0.31% | 0.62% | 0.30% | 0.15% | 0.16% | 0.00% | 1.28% | 0.47% | 0.93% | 0.83% | 0.98% |
Monthly Dividends
The table displays the monthly dividend distributions for American Century Sustainable Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2014 | $0.21 | $0.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Century Sustainable Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Century Sustainable Equity Fund was 54.14%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.
The current American Century Sustainable Equity Fund drawdown is 6.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.14% | Oct 10, 2007 | 354 | Mar 9, 2009 | 887 | Sep 13, 2012 | 1241 |
| -34.35% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
| -27.47% | Nov 17, 2021 | 219 | Sep 30, 2022 | 332 | Jan 29, 2024 | 551 |
| -25.2% | Oct 2, 2018 | 58 | Dec 24, 2018 | 211 | Oct 25, 2019 | 269 |
| -15.9% | Jun 24, 2015 | 161 | Feb 11, 2016 | 122 | Aug 5, 2016 | 283 |
Volatility
Volatility Chart
The current American Century Sustainable Equity Fund volatility is 3.49%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.