American Century Sustainable Growth ETF (ESGY)
ESGY is a passive ETF by American Century Investments tracking the investment results of the Russell 1000 Growth. ESGY launched on Jun 29, 2021 and has a 0.39% expense ratio.
ETF Info
ISIN | CA05600C1068 |
---|---|
Issuer | American Century Investments |
Inception Date | Jun 29, 2021 |
Region | North America (U.S.) |
Category | Large Cap Growth Equities |
Index Tracked | Russell 1000 Growth |
Home Page | ipro.americancentury.com |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The American Century Sustainable Growth ETF has a high expense ratio of 0.39%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Century Sustainable Growth ETF, 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 Sustainable Growth ETF had a return of 11.74% year-to-date (YTD) and 44.60% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 11.74% | 10.04% |
1 month | 1.97% | 3.53% |
6 months | 28.36% | 22.79% |
1 year | 44.60% | 32.16% |
5 years (annualized) | N/A | 13.15% |
10 years (annualized) | N/A | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 2.93% | 6.92% | ||||||||||
2023 | -0.58% | -5.44% | -0.84% | 10.69% | 4.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for American Century Sustainable Growth ETF (ESGY) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
American Century Sustainable Growth ETF | 2.97 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
American Century Sustainable Growth ETF granted a 0.30% dividend yield in the last twelve months. The annual payout for that period amounted to $0.15 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|
Dividend | $0.15 | $0.17 | $0.15 | $0.27 | $0.48 |
Dividend yield | 0.30% | 0.37% | 0.48% | 0.58% | 1.44% |
Monthly Dividends
The table displays the monthly dividend distributions for American Century Sustainable Growth ETF. 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 |
2022 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 |
2021 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 |
2020 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Century Sustainable Growth ETF. 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 Sustainable Growth ETF was 34.54%, occurring on Oct 14, 2022. Recovery took 315 trading sessions.
The current American Century Sustainable Growth ETF drawdown is 0.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-34.54% | Nov 22, 2021 | 226 | Oct 14, 2022 | 315 | Jan 18, 2024 | 541 |
-26.36% | Feb 24, 2020 | 21 | Mar 23, 2020 | 107 | Aug 24, 2020 | 128 |
-7.79% | Sep 7, 2021 | 20 | Oct 4, 2021 | 15 | Oct 25, 2021 | 35 |
-5.56% | Sep 11, 2020 | 1 | Sep 11, 2020 | 25 | Oct 16, 2020 | 26 |
-5.51% | Apr 26, 2021 | 18 | May 19, 2021 | 22 | Jun 21, 2021 | 40 |
Volatility
Volatility Chart
The current American Century Sustainable Growth ETF volatility is 3.98%, 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.