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
| ISIN | US0250831304 |
|---|---|
| CUSIP | 025083130 |
| Issuer | American Century Investments |
| Inception Date | Nov 30, 2004 |
| Category | Large Cap Blend Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The American Century Sustainable Equity Fund has a high expense ratio of 1.04%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 6.39% year-to-date (YTD) and 25.64% in the last 12 months. Over the past 10 years, American Century Sustainable Equity Fund had an annualized return of 11.98%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.39% | 6.33% |
| 1 month | -3.55% | -2.81% |
| 6 months | 21.66% | 21.13% |
| 1 year | 25.64% | 24.56% |
| 5 years (annualized) | 12.76% | 11.55% |
| 10 years (annualized) | 11.98% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.85% | 5.56% | 3.13% | |||||||||
| 2023 | -4.88% | -1.85% | 8.62% | 4.77% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
American Century Sustainable Equity Fund(AFDAX)
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 granted a 1.43% dividend yield in the last twelve months. The annual payout for that period amounted to $0.72 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.72 | $0.72 | $0.15 | $1.03 | $0.06 | $0.20 | $1.98 | $0.74 | $0.21 | $0.17 | $0.21 | $0.17 |
Dividend yield | 1.43% | 1.52% | 0.38% | 2.15% | 0.16% | 0.63% | 8.15% | 2.68% | 0.93% | 0.83% | 0.98% | 0.89% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 |
| 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 | $0.17 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 53.00%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.
The current American Century Sustainable Equity Fund drawdown is 4.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53% | Oct 10, 2007 | 354 | Mar 9, 2009 | 769 | Mar 26, 2012 | 1123 |
| -34.35% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
| -26.67% | Dec 30, 2021 | 190 | Sep 30, 2022 | 326 | Jan 19, 2024 | 516 |
| -20.13% | Oct 2, 2018 | 58 | Dec 24, 2018 | 75 | Apr 12, 2019 | 133 |
| -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 3.63%, 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.