American Century Large Cap Equity Fund Institutional Class (AFEIX)

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The chart shows the growth of an initial investment of $10,000 in American Century Large Cap Equity Fund Institutional Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

American Century Large Cap Equity Fund Institutional Class (AFEIX) has returned -8.50% so far this year and 9.88% over the past 12 months. Over the last decade, AFEIX has posted an annualized return of 12.78%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jan 3, 2006, AFEIX's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, your investment would double in approximately 6.3 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +12.3%, while the worst month was Oct 2008 at -16.4%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, AFEIX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +12.1%, while the worst single day was Mar 16, 2020 at -12.2%.

American Century Large Cap Equity Fund Institutional Class has an annualized alpha of 1.99%, beta of 1.00, and R² of 0.99 versus S&P 500 Index. Calculated based on daily prices since January 04, 2006.

• This fund captured 106.31% of S&P 500 Index gains but only 96.95% of its losses — a favorable profile for investors.
• With beta of 1.00 and R² of 0.99, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

AFEIX has an expense ratio of 0.59%, placing it in the medium range.

AFEIX ranks 23 for risk / return — below 23% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for American Century Large Cap Equity Fund Institutional Class (AFEIX) and compare them to a chosen benchmark (S&P 500 Index).

American Century Large Cap Equity Fund Institutional Class provided a 25.56% dividend yield over the last twelve months, with an annual payout of $11.20 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for American Century Large Cap Equity Fund Institutional Class. 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. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the American Century Large Cap Equity Fund Institutional Class. 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 Large Cap Equity Fund Institutional Class was 52.69%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.

The current American Century Large Cap Equity Fund Institutional Class drawdown is 10.13%.

The chart below shows the rolling one-month volatility.