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.
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.
Compare to other instruments
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.
Period | Return | Benchmark |
---|---|---|
1 month | -4.77% | -3.48% |
Year-To-Date | 0.79% | 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
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 6.02% | -2.56% | ||||||||||
2022 | -9.08% | 7.56% | 4.64% | -6.50% |
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.
Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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, 2007 | 351 | Mar 9, 2009 | 769 | Mar 26, 2012 | 1120 |
-47.91% | Sep 5, 2000 | 523 | Oct 9, 2002 | 877 | Apr 5, 2006 | 1400 |
-31.94% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
-27.19% | Dec 30, 2021 | 190 | Sep 30, 2022 | — | — | — |
-22.84% | Jul 17, 1998 | 60 | Oct 8, 1998 | 63 | Jan 5, 1999 | 123 |
-20.89% | Aug 30, 2018 | 80 | Dec 24, 2018 | 84 | Apr 26, 2019 | 164 |
-17.73% | Oct 8, 1997 | 68 | Jan 9, 1998 | 44 | Mar 12, 1998 | 112 |
-17.71% | May 19, 2015 | 186 | Feb 11, 2016 | 193 | Nov 15, 2016 | 379 |
-13.19% | Dec 3, 1996 | 12 | Dec 18, 1996 | 122 | Jun 6, 1997 | 134 |
-12.59% | Oct 18, 1993 | 121 | Apr 4, 1994 | 256 | Mar 28, 1995 | 377 |
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.