American Century Small Cap Growth Fund (ANOIX)
Under normal market conditions, the fund invests at least 80% of its net assets in small cap companies. The portfolio managers consider small cap companies to include those with a market capitalization that does not exceed that of the largest company in the Russell 2000 Growth Index. The portfolio managers look for stocks of smaller-sized companies they believe will increase in value over time, using an investment strategy developed by the fund's investment advisor.
Fund Info
| ISIN | US0250833383 |
|---|---|
| CUSIP | 025083338 |
| Issuer | American Century Investments |
| Inception Date | Jun 1, 2001 |
| Category | Small Cap Growth Equities |
| Minimum Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Growth |
Expense Ratio
The American Century Small Cap Growth Fund has a high expense ratio of 1.17%, indicating higher-than-average management fees.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in American Century Small Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: ANOIX vs. VOO
Return
American Century Small Cap Growth Fund had a return of 9.03% year-to-date (YTD) and 7.09% in the last 12 months. Over the past 10 years, American Century Small Cap Growth Fund had an annualized return of 9.49%, which was very close to the S&P 500 benchmark's annualized return of 9.70%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.03% | 18.49% |
| 1 month | 8.15% | 4.20% |
| 6 months | -1.25% | 6.60% |
| 1 year | 7.09% | 15.43% |
| 5 years (annualized) | 11.17% | 11.59% |
| 10 years (annualized) | 9.49% | 9.70% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -3.66% | 8.92% | 2.27% | -3.03% | -6.19% | -7.73% | 9.99% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Growth Fund (ANOIX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | 0.28 | ||||
^GSPC S&P 500 | 1.00 |
Dividend History
American Century Small Cap Growth Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $4.61 | $2.72 | $1.00 | $2.33 | $0.67 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
Dividend yield | 0.00% | 0.00% | 21.29% | 11.07% | 5.50% | 16.59% | 3.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.21% |
Monthly Dividends
The table displays the monthly dividend distributions for American Century Small Cap Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.61 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.72 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.33 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.00 | $0.10 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2012 | $0.02 |
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 Small Cap Growth 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 Small Cap Growth Fund was 59.46%, occurring on Mar 9, 2009. Recovery took 541 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.46% | Oct 19, 2007 | 348 | Mar 9, 2009 | 541 | Apr 29, 2011 | 889 |
| -40.95% | Dec 6, 2021 | 134 | Jun 16, 2022 | — | — | — |
| -39.07% | Feb 20, 2020 | 20 | Mar 18, 2020 | 75 | Jul 6, 2020 | 95 |
| -32.7% | May 2, 2011 | 108 | Oct 3, 2011 | 326 | Jan 22, 2013 | 434 |
| -32.17% | Jun 24, 2015 | 161 | Feb 11, 2016 | 258 | Feb 21, 2017 | 419 |
Volatility Chart
The current American Century Small Cap Growth Fund volatility is 6.22%, 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.