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American Century Small Cap Growth Fund (ANOIX)

Mutual Fund · Currency in USD · Last updated Dec 7, 2023

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.

Summary

Fund Info

ISINUS0250833383
CUSIP025083338
IssuerAmerican Century Investments
Inception DateJun 1, 2001
CategorySmall Cap Growth Equities
Minimum Investment$2,500
Asset ClassEquity

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.


1.17%
0.00%2.15%

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.


-10.00%-5.00%0.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
-1.25%
6.60%
ANOIX (American Century Small Cap Growth Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with ANOIX

American Century Small Cap Growth Fund

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%.


PeriodReturnBenchmark
Year-To-Date9.03%18.49%
1 month8.15%4.20%
6 months-1.25%6.60%
1 year7.09%15.43%
5 years (annualized)11.17%11.59%
10 years (annualized)9.49%9.70%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
ANOIX
American Century Small Cap Growth Fund
0.28
^GSPC
S&P 500
1.00

Sharpe Ratio

The current American Century Small Cap Growth Fund Sharpe ratio is 0.28. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.00JulyAugustSeptemberOctoberNovemberDecember
0.28
1.00
ANOIX (American Century Small Cap Growth Fund)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015201420132012
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-30.23%
-5.15%
ANOIX (American Century Small Cap Growth Fund)
Benchmark (^GSPC)

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, 2007348Mar 9, 2009541Apr 29, 2011889
-40.95%Dec 6, 2021134Jun 16, 2022
-39.07%Feb 20, 202020Mar 18, 202075Jul 6, 202095
-32.7%May 2, 2011108Oct 3, 2011326Jan 22, 2013434
-32.17%Jun 24, 2015161Feb 11, 2016258Feb 21, 2017419

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.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
6.22%
2.92%
ANOIX (American Century Small Cap Growth Fund)
Benchmark (^GSPC)