PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
American Century International Small-Mid Cap Fund ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0250863232

Issuer

American Century Investments

Inception Date

Mar 18, 2015

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

ANTSX has a high expense ratio of 1.44%, indicating higher-than-average management fees.


Expense ratio chart for ANTSX: current value at 1.44% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.44%

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 International Small-Mid Cap 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%AugustSeptemberOctoberNovemberDecember
-4.46%
7.22%
ANTSX (American Century International Small-Mid Cap Fund)
Benchmark (^GSPC)

Returns By Period

American Century International Small-Mid Cap Fund had a return of 1.84% year-to-date (YTD) and 1.84% in the last 12 months.


ANTSX

YTD

1.84%

1M

-6.45%

6M

-3.98%

1Y

1.84%

5Y*

-2.38%

10Y*

N/A

^GSPC (Benchmark)

YTD

23.84%

1M

-2.08%

6M

7.89%

1Y

23.84%

5Y*

12.86%

10Y*

11.15%

*Annualized

Monthly Returns

The table below presents the monthly returns of ANTSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.08%4.15%4.62%-4.81%6.74%-3.06%4.38%1.37%1.92%-6.52%1.72%1.84%
20236.42%-3.12%1.07%0.53%-4.86%3.11%1.83%-2.86%-6.32%-5.35%8.35%6.07%3.60%
2022-9.68%-5.10%-1.76%-7.35%-1.22%-10.30%7.92%-5.74%-9.71%6.00%8.61%-1.95%-28.33%
2021-1.39%3.27%0.14%4.96%3.08%-1.39%3.23%2.48%-3.12%5.32%-6.36%-15.46%-7.04%
2020-2.40%-6.53%-17.93%13.21%12.65%5.03%5.07%5.53%2.08%-2.77%10.30%3.65%26.16%
201910.97%3.02%-0.10%4.45%-5.81%5.45%-1.36%-2.08%1.41%3.18%2.31%3.70%27.05%
20187.74%-3.45%-1.46%0.38%1.67%-2.01%0.38%-1.90%-2.94%-13.38%-2.94%-17.67%-32.18%
20174.84%0.96%2.95%4.16%2.58%0.17%3.89%2.50%2.76%2.76%1.15%-1.82%30.24%
2016-5.81%-2.88%8.25%-0.78%3.84%-5.22%4.50%-2.30%5.00%-4.30%-3.61%0.40%-3.97%
2015-0.60%4.23%1.35%-1.14%1.93%-5.58%-3.20%4.14%1.99%1.29%4.02%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ANTSX is 20, meaning it’s performing worse than 80% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ANTSX is 2020
Overall Rank
The Sharpe Ratio Rank of ANTSX is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of ANTSX is 2222
Sortino Ratio Rank
The Omega Ratio Rank of ANTSX is 2121
Omega Ratio Rank
The Calmar Ratio Rank of ANTSX is 1818
Calmar Ratio Rank
The Martin Ratio Rank of ANTSX is 2121
Martin 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 International Small-Mid Cap Fund (ANTSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for ANTSX, currently valued at 0.13, compared to the broader market-1.000.001.002.003.000.131.86
The chart of Sortino ratio for ANTSX, currently valued at 0.28, compared to the broader market-2.000.002.004.006.008.000.282.50
The chart of Omega ratio for ANTSX, currently valued at 1.03, compared to the broader market0.501.001.502.002.503.001.031.34
The chart of Calmar ratio for ANTSX, currently valued at 0.04, compared to the broader market0.002.004.006.008.0010.0012.000.042.77
The chart of Martin ratio for ANTSX, currently valued at 0.46, compared to the broader market0.0010.0020.0030.0040.0050.000.4611.99
ANTSX
^GSPC

The current American Century International Small-Mid Cap Fund Sharpe ratio is 0.13. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Century International Small-Mid Cap Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember
0.13
1.86
ANTSX (American Century International Small-Mid Cap Fund)
Benchmark (^GSPC)

Dividends

Dividend History

American Century International Small-Mid Cap Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.50%1.00%1.50%$0.00$0.05$0.10$0.15$0.20201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018201720162015
Dividend$0.00$0.10$0.00$0.10$0.00$0.18$0.15$0.00$0.00$0.07

Dividend yield

0.00%1.10%0.00%0.82%0.00%1.68%1.67%0.00%0.00%0.69%

Monthly Dividends

The table displays the monthly dividend distributions for American Century International Small-Mid Cap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$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$0.10$0.10
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$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$0.10$0.10
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2018$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.15
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
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$0.00
2015$0.07$0.07

Drawdowns

Drawdowns Chart

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.


-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember
-41.28%
-3.01%
ANTSX (American Century International Small-Mid Cap Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Century International Small-Mid Cap 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 International Small-Mid Cap Fund was 51.00%, occurring on Oct 12, 2022. The portfolio has not yet recovered.

The current American Century International Small-Mid Cap Fund drawdown is 41.28%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51%Nov 5, 2021235Oct 12, 2022
-50.15%Jan 29, 2018538Mar 18, 2020202Jan 5, 2021740
-16.54%May 22, 2015183Feb 11, 201678Jun 3, 2016261
-12.27%Jun 9, 201613Jun 27, 2016181Mar 16, 2017194
-7.46%Feb 17, 202114Mar 8, 202127Apr 15, 202141

Volatility

Volatility Chart

The current American Century International Small-Mid Cap Fund volatility is 4.44%, 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%AugustSeptemberOctoberNovemberDecember
4.44%
4.19%
ANTSX (American Century International Small-Mid Cap Fund)
Benchmark (^GSPC)
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab