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American Century Small Cap Growth Fund (ANOIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS0250833383
CUSIP025083338
IssuerAmerican Century Investments
Inception DateJun 1, 2001
CategorySmall Cap Growth Equities
Min. 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.


0.50%1.00%1.50%2.00%1.17%

Share Price Chart


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Compare to other instruments

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American Century Small Cap Growth Fund

Popular comparisons: ANOIX vs. VOO, ANOIX vs. ^GSPC, ANOIX vs. SPY, ANOIX vs. SCHG

Performance

Performance Chart

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.


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
13.04%
15.73%
ANOIX (American Century Small Cap Growth Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Century Small Cap Growth Fund had a return of -0.16% year-to-date (YTD) and 8.50% in the last 12 months. Over the past 10 years, American Century Small Cap Growth Fund had an annualized return of 10.35%, which was very close to the S&P 500 benchmark's annualized return of 10.53%.


PeriodReturnBenchmark
Year-To-Date-0.16%6.12%
1 month-2.71%-1.08%
6 months13.04%15.73%
1 year8.50%22.34%
5 years (annualized)9.82%11.82%
10 years (annualized)10.35%10.53%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.34%6.19%2.15%
2023-6.19%-7.73%9.99%9.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ANOIX is 21, indicating that it is in the bottom 21% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of ANOIX is 2121
American Century Small Cap Growth Fund(ANOIX)
The Sharpe Ratio Rank of ANOIX is 2020Sharpe Ratio Rank
The Sortino Ratio Rank of ANOIX is 2121Sortino Ratio Rank
The Omega Ratio Rank of ANOIX is 2020Omega Ratio Rank
The Calmar Ratio Rank of ANOIX is 2121Calmar Ratio Rank
The Martin Ratio Rank of ANOIX is 2323Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Century Small Cap Growth Fund (ANOIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ANOIX
Sharpe ratio
The chart of Sharpe ratio for ANOIX, currently valued at 0.47, compared to the broader market-1.000.001.002.003.004.000.47
Sortino ratio
The chart of Sortino ratio for ANOIX, currently valued at 0.77, compared to the broader market-2.000.002.004.006.008.0010.0012.000.77
Omega ratio
The chart of Omega ratio for ANOIX, currently valued at 1.09, compared to the broader market1.001.502.002.503.001.09
Calmar ratio
The chart of Calmar ratio for ANOIX, currently valued at 0.21, compared to the broader market0.002.004.006.008.0010.0012.000.21
Martin ratio
The chart of Martin ratio for ANOIX, currently valued at 1.33, compared to the broader market0.0010.0020.0030.0040.0050.0060.001.33
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-1.000.001.002.003.004.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-2.000.002.004.006.008.0010.0012.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.002.503.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.002.004.006.008.0010.0012.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.65, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.65

Sharpe Ratio

The current American Century Small Cap Growth Fund Sharpe ratio is 0.47. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.47
1.89
ANOIX (American Century Small Cap Growth Fund)
Benchmark (^GSPC)

Dividends

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.


PeriodTTM2023202220212020201920182017
Dividend$0.00$0.00$0.00$4.61$2.72$1.00$2.33$0.67

Dividend yield

0.00%0.00%0.00%21.29%11.07%5.50%16.59%3.93%

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
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$0.00
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$0.58$0.00$0.10

Drawdowns

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%NovemberDecember2024FebruaryMarchApril
-25.17%
-3.66%
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.

The current American Century Small Cap Growth Fund drawdown is 25.17%.


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

Volatility Chart

The current American Century Small Cap Growth Fund volatility is 5.21%, 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%NovemberDecember2024FebruaryMarchApril
5.21%
3.44%
ANOIX (American Century Small Cap Growth Fund)
Benchmark (^GSPC)