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American Century Equity Growth Fund (BEQGX)

Mutual Fund · Currency in USD · Last updated Mar 23, 2023

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.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in American Century Equity Growth Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $109,093 for a total return of roughly 990.93%. All prices are adjusted for splits and dividends.


800.00%850.00%900.00%950.00%1,000.00%1,050.00%NovemberDecember2023FebruaryMarch
990.93%
901.87%
BEQGX (American Century Equity Growth Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Return

American Century Equity Growth Fund had a return of 0.79% year-to-date (YTD) and -16.99% in the last 12 months. Over the past 10 years, American Century Equity Growth Fund had an annualized return of 9.16%, while the S&P 500 had an annualized return of 9.73%, indicating that American Century Equity Growth Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-4.77%-3.48%
Year-To-Date0.79%2.54%
6 months-0.40%2.10%
1 year-16.99%-11.75%
5 years (annualized)6.21%8.30%
10 years (annualized)9.16%9.73%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20236.02%-2.56%
2022-9.08%7.56%4.64%-6.50%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current American Century Equity Growth Fund Sharpe ratio is -0.77. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.77
-0.50
BEQGX (American Century Equity Growth Fund)
Benchmark (^GSPC)

Dividend History

American Century Equity Growth Fund granted a 10.49% dividend yield in the last twelve months. The annual payout for that period amounted to $2.32 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$2.32$2.15$8.67$4.01$3.27$3.53$3.31$0.55$2.25$4.00$1.72$0.44

Dividend yield

10.49%9.81%30.46%17.91%16.76%23.19%20.40%4.10%18.57%31.69%15.39%5.22%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.05$0.00$0.15$0.07$0.00$0.00$0.06$0.00$0.00$1.83
2021$0.00$0.00$0.04$0.00$0.00$0.07$0.00$0.00$0.05$0.00$0.00$8.50
2020$0.00$0.00$0.08$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$3.75
2019$0.00$0.00$0.13$0.00$0.00$0.07$0.00$0.00$0.08$0.00$0.00$3.00
2018$0.00$0.00$0.07$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$3.30
2017$0.00$0.00$0.10$0.00$0.00$0.09$0.00$0.00$0.16$0.00$0.00$2.96
2016$0.00$0.00$0.08$0.00$0.00$0.11$0.00$0.00$0.10$0.00$0.00$0.26
2015$0.00$0.00$0.11$0.00$0.00$0.10$0.00$0.00$0.09$0.00$0.00$1.95
2014$0.00$0.00$0.08$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$3.70
2013$0.00$0.00$0.07$0.00$0.00$0.10$0.00$0.00$0.12$0.00$0.00$1.43
2012$0.08$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.00$0.18

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-22.77%
-17.92%
BEQGX (American Century Equity Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the American Century Equity Growth Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the American Century Equity Growth Fund is 54.44%, recorded on Mar 9, 2009. It took 769 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.44%Oct 15, 2007351Mar 9, 2009769Mar 26, 20121120
-47.91%Sep 5, 2000523Oct 9, 2002877Apr 5, 20061400
-31.94%Feb 20, 202023Mar 23, 202095Aug 6, 2020118
-27.19%Dec 30, 2021190Sep 30, 2022
-22.84%Jul 17, 199860Oct 8, 199863Jan 5, 1999123
-20.89%Aug 30, 201880Dec 24, 201884Apr 26, 2019164
-17.73%Oct 8, 199768Jan 9, 199844Mar 12, 1998112
-17.71%May 19, 2015186Feb 11, 2016193Nov 15, 2016379
-13.19%Dec 3, 199612Dec 18, 1996122Jun 6, 1997134
-12.59%Oct 18, 1993121Apr 4, 1994256Mar 28, 1995377

Volatility Chart

Current American Century Equity Growth Fund volatility is 19.95%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2023FebruaryMarch
19.95%
21.56%
BEQGX (American Century Equity Growth Fund)
Benchmark (^GSPC)