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American Century Sustainable Equity Fund (AFDAX)

Mutual Fund · Currency in USD · Last updated Mar 18, 2023

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.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in American Century Sustainable Equity Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $53,414 for a total return of roughly 434.14%. All prices are adjusted for splits and dividends.


0.00%5.00%10.00%15.00%NovemberDecember2023FebruaryMarch
8.20%
6.48%
AFDAX (American Century Sustainable Equity Fund)
Benchmark (^GSPC)

S&P 500

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Return

American Century Sustainable Equity Fund had a return of 2.16% year-to-date (YTD) and -8.70% in the last 12 months. Over the past 10 years, American Century Sustainable Equity Fund had an annualized return of 11.22%, outperforming the S&P 500 benchmark which had an annualized return of 9.71%.


PeriodReturnBenchmark
1 month-4.84%-5.31%
Year-To-Date2.16%2.01%
6 months2.33%0.39%
1 year-8.70%-10.12%
5 years (annualized)8.82%7.32%
10 years (annualized)11.22%9.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20236.06%-2.65%
2022-8.96%8.80%6.38%-5.91%

Sharpe Ratio Chart

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 Sustainable Equity Fund Sharpe ratio is -0.37. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.37
-0.43
AFDAX (American Century Sustainable Equity Fund)
Benchmark (^GSPC)

Dividend History

American Century Sustainable Equity Fund granted a 0.37% dividend yield in the last twelve months. The annual payout for that period amounted to $0.15 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.15$0.15$1.03$0.06$0.20$1.98$0.74$0.21$0.17$0.21$0.17$0.18

Dividend yield

0.37%0.38%2.16%0.16%0.65%8.43%3.00%1.06%0.96%1.14%1.05%1.48%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.03
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
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.98
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.74
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
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21
2013$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17
2012$0.18

Drawdowns Chart

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


-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-18.41%
-18.34%
AFDAX (American Century Sustainable Equity Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the American Century Sustainable Equity Fund. 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 Sustainable Equity Fund is 52.99%, recorded on Mar 9, 2009. It took 769 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.99%Oct 10, 2007354Mar 9, 2009769Mar 26, 20121123
-34.35%Feb 20, 202023Mar 23, 202095Aug 6, 2020118
-26.67%Dec 28, 2021192Sep 30, 2022
-20.13%Oct 2, 201858Dec 24, 201875Apr 12, 2019133
-15.9%Jun 24, 2015161Feb 11, 2016122Aug 5, 2016283
-10.42%Apr 3, 201242Jun 1, 201266Sep 6, 2012108
-10.02%Jan 29, 20189Feb 8, 2018138Aug 27, 2018147
-9.6%Sep 3, 202014Sep 23, 202038Nov 16, 202052
-9.1%Jul 20, 200719Aug 15, 200732Oct 1, 200751
-9.02%May 11, 200623Jun 13, 200672Sep 26, 200695

Volatility Chart

Current American Century Sustainable Equity Fund volatility is 21.66%. 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.


15.00%20.00%25.00%30.00%35.00%NovemberDecember2023FebruaryMarch
21.66%
21.17%
AFDAX (American Century Sustainable Equity Fund)
Benchmark (^GSPC)