American Century Equity Growth Fund (BEQGX)
The fund invests at least 80% of its net assets in equity securities. In selecting stocks for the fund, the portfolio managers use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.
Fund Info
| ISIN | US02507M6003 |
|---|---|
| CUSIP | 02507M600 |
| Issuer | American Century Investments |
| Inception Date | May 9, 1991 |
| Category | Large Cap Blend Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
BEQGX features an expense ratio of 0.65%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: BEQGX vs. VFIAX, BEQGX vs. FZROX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Century Equity 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.
Returns By Period
American Century Equity Growth Fund had a return of 26.96% year-to-date (YTD) and 35.07% in the last 12 months. Over the past 10 years, American Century Equity Growth Fund had an annualized return of 1.26%, while the S&P 500 had an annualized return of 11.39%, indicating that American Century Equity Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 26.96% | 25.48% |
| 1 month | 2.82% | 2.14% |
| 6 months | 13.44% | 12.76% |
| 1 year | 35.07% | 33.14% |
| 5 years (annualized) | 1.69% | 13.96% |
| 10 years (annualized) | 1.26% | 11.39% |
Monthly Returns
The table below presents the monthly returns of BEQGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.40% | 5.55% | 3.31% | -4.73% | 4.38% | 3.95% | 0.06% | 2.60% | 1.96% | -0.31% | 26.96% | ||
| 2023 | 6.02% | -2.56% | 1.59% | 1.09% | 0.52% | 6.61% | 3.58% | -1.63% | -4.41% | -1.45% | 8.77% | 4.79% | 24.37% |
| 2022 | -6.43% | -2.70% | 3.22% | -8.28% | -1.03% | -9.02% | 6.79% | -3.30% | -8.85% | 7.56% | 4.64% | -12.87% | -28.35% |
| 2021 | -0.44% | 3.51% | 5.29% | 4.03% | 1.48% | 0.72% | 2.52% | 3.42% | -5.52% | 6.81% | -0.15% | -19.74% | -1.07% |
| 2020 | -0.54% | -7.99% | -11.42% | 12.12% | 5.46% | 1.80% | 5.03% | 6.64% | -4.37% | -2.80% | 8.74% | -7.18% | 2.53% |
| 2019 | 7.96% | 4.15% | 1.57% | 3.52% | -6.67% | 7.20% | 1.67% | -1.95% | 1.29% | 1.63% | 3.42% | -6.43% | 17.44% |
| 2018 | 6.79% | -3.38% | -2.62% | 0.95% | 2.62% | -0.69% | 3.60% | 2.95% | -0.02% | -8.48% | 1.42% | -17.76% | -15.86% |
| 2017 | 2.32% | 3.46% | 0.74% | 1.03% | 0.22% | 0.89% | 1.92% | 0.40% | 2.41% | 3.08% | 2.75% | -7.42% | 11.94% |
| 2016 | -5.77% | -0.23% | 6.69% | 0.00% | 1.95% | -0.69% | 4.66% | 0.38% | 0.32% | -2.05% | 3.26% | 1.08% | 9.43% |
| 2015 | -3.48% | 5.12% | -1.68% | 0.85% | 1.69% | -2.18% | 1.21% | -7.05% | -2.78% | 6.93% | 0.07% | -8.34% | -10.23% |
| 2014 | -3.61% | 4.59% | 1.42% | 0.92% | 2.15% | 1.60% | -1.22% | 3.99% | -1.89% | 1.92% | 3.04% | -10.68% | 1.23% |
| 2013 | 5.23% | 1.32% | 3.60% | 1.70% | 2.77% | -1.28% | 5.73% | -3.34% | 2.79% | 5.10% | 3.25% | -1.93% | 27.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BEQGX is 73, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Century Equity Growth Fund (BEQGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Century Equity Growth Fund provided a 0.59% dividend yield over the last twelve months, with an annual payout of $0.20 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.20 | $0.33 | $0.36 | $0.19 | $0.34 | $0.36 | $0.32 | $0.45 | $0.40 | $0.41 | $0.42 | $0.41 |
Dividend yield | 0.59% | 1.20% | 1.63% | 0.62% | 1.06% | 1.16% | 1.17% | 1.39% | 1.35% | 1.51% | 1.35% | 1.33% |
Monthly Dividends
The table displays the monthly dividend distributions for American Century Equity 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.14 | |
| 2023 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.33 |
| 2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.02 | $0.07 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.11 | $0.36 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.19 |
| 2020 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.34 |
| 2019 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.36 |
| 2018 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.32 |
| 2017 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.10 | $0.45 |
| 2016 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.40 |
| 2015 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.41 |
| 2014 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.11 | $0.42 |
| 2013 | $0.07 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.41 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Century Equity 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 Equity Growth Fund was 57.61%, occurring on Mar 9, 2009. Recovery took 977 trading sessions.
The current American Century Equity Growth Fund drawdown is 11.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.61% | Oct 15, 2007 | 351 | Mar 9, 2009 | 977 | Jan 25, 2013 | 1328 |
| -47.91% | Sep 5, 2000 | 523 | Oct 9, 2002 | 877 | Apr 5, 2006 | 1400 |
| -44.91% | Nov 19, 2021 | 278 | Dec 28, 2022 | — | — | — |
| -36.81% | Aug 30, 2018 | 392 | Mar 23, 2020 | 179 | Dec 4, 2020 | 571 |
| -29.61% | Dec 8, 2014 | 297 | Feb 11, 2016 | 415 | Oct 4, 2017 | 712 |
Volatility
Volatility Chart
The current American Century Equity Growth Fund volatility is 3.59%, 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.