- ISIN
- US02507M6003
- CUSIP
- 02507M600
- Issuer
- American Century
- Inception Date
- May 9, 1991
- Category
- Large Cap Blend Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $2B
Share Price Chart
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Performance
BEQGX Performance Chart
American Century Equity Growth Fund (BEQGX) is up 7.8% since the beginning of the year. BEQGX is currently trading at $38 per share. Investors who bought $1,000 worth of BEQGX shares 5 years ago would now be looking at an investment worth $1,739.
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Returns By Period
American Century Equity Growth Fund (BEQGX) has returned 7.83% so far this year and 28.02% over the past 12 months. Over the last ten years, BEQGX has had an annualized return of 13.52%, just under the S&P 500 Index benchmark’s 13.88%.
American Century Equity Growth Fund
- 1D
- 0.74%
- 1M
- 0.38%
- YTD
- 7.83%
- 6M
- 7.01%
- 1Y
- 28.02%
- 3Y*
- 20.76%
- 5Y*
- 11.70%
- 10Y*
- 13.52%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BEQGX Monthly Returns History
Based on dividend-adjusted daily data since May 3, 1991, BEQGX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +12.1%, while the worst month was Oct 2008 at -16.7%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BEQGX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.9%, while the worst single day was Mar 16, 2020 at -10.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.90% | -1.20% | -5.34% | 9.50% | 6.07% | -1.62% | 7.83% | ||||||
| 2025 | 2.56% | -2.06% | -6.91% | -0.70% | 6.68% | 5.06% | 2.18% | 2.25% | 4.20% | 2.98% | 0.59% | 0.87% | 18.38% |
| 2024 | 2.40% | 5.55% | 3.31% | -4.73% | 4.38% | 3.95% | 0.06% | 2.60% | 1.96% | -0.31% | 6.12% | -2.43% | 24.70% |
| 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% | -0.63% | -9.01% | 6.79% | -3.30% | -9.08% | 7.56% | 4.64% | -6.50% | -22.99% |
| 2021 | -0.44% | 3.51% | 5.30% | 4.03% | 1.48% | 0.72% | 2.52% | 3.42% | -5.52% | 6.81% | -0.15% | 3.19% | 27.19% |
Benchmark Metrics
American Century Equity Growth Fund has an annualized alpha of 0.49%, beta of 0.98, and R2 of 0.96 versus S&P 500 Index. Calculated based on daily prices since May 03, 1991.
- With beta of 0.98 and R2 of 0.96, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.49%
- Beta
- 0.98
- R²
- 0.96
- Upside Capture
- 100.33%
- Downside Capture
- 99.04%
Expense Ratio
BEQGX has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BEQGX ranks 58 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Century Equity Growth Fund (BEQGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BEQGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | 2.78 | -0.01 |
| Martin ratioReturn relative to average drawdown | 11.81 | 12.44 | -0.63 |
Dividends
Dividend History
American Century Equity Growth Fund provided a 10.78% dividend yield over the last twelve months, with an annual payout of $4.13 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.13 | $4.10 | $0.19 | $0.33 | $2.13 | $8.67 | $4.01 | $3.27 | $3.62 | $3.31 | $0.55 | $2.25 |
Dividend yield | 10.78% | 11.50% | 0.58% | 1.20% | 9.65% | 27.71% | 12.60% | 10.44% | 13.39% | 10.22% | 1.86% | 8.27% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.09 | ||||||
| 2025 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $3.92 | $4.10 |
| 2024 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.19 |
| 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 | $0.13 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.83 | $2.13 |
| 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 | $8.67 |
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.
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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 54.43%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.
The current American Century Equity Growth Fund drawdown is 2.27%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -54.43%Mar 2009 | 1y 4mo | 3y 18d | 4y 5moOct 2007 - Mar 2012 |
Dot-com crash2000–2002 | -48.23%Oct 2002 | 2y 1mo | 3y 6mo | 5y 7moSep 2000 - Apr 2006 |
COVID crash2020 | -31.94%Mar 2020 | 1mo 2d | 4mo 16d | 5mo 18dFeb 2020 - Aug 2020 |
Bear market2022 | -27.25%Sep 2022 | 9mo 4d | 1y 4mo | 2y 1moDec 2021 - Feb 2024 |
1998 bear market1998 | -22.84%Oct 1998 | 2mo 23d | 2mo 16d | 5mo 9dJul 1998 - Dec 1998 |
Drawdown Indicators
| BEQGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.43% | -56.78% | +2.35% |
Max Drawdown (1Y)Largest decline over 1 year | -10.01% | -9.10% | -0.91% |
Max Drawdown (3Y)Largest decline over 3 years | -20.54% | -18.90% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -27.25% | -25.43% | -1.82% |
Max Drawdown (10Y)Largest decline over 10 years | -31.94% | -33.92% | +1.98% |
Current DrawdownCurrent decline from peak | -2.27% | -1.80% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -9.38% | -10.71% | +1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.03% | +0.32% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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