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American Century Real Estate Fund (REACX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0250768860

CUSIP

025076886

Issuer

American Century Investments

Inception Date

Sep 21, 1995

Category

REIT

Min. Investment

$2,500

Asset Class

Real Estate

Expense Ratio

REACX has a high expense ratio of 1.14%, indicating higher-than-average management fees.


Expense ratio chart for REACX: current value at 1.14% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.14%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
REACX vs. PFFR
Popular comparisons:
REACX vs. PFFR

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Century Real Estate Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
0.69%
8.57%
REACX (American Century Real Estate Fund)
Benchmark (^GSPC)

Returns By Period

American Century Real Estate Fund had a return of 3.12% year-to-date (YTD) and 15.49% in the last 12 months. Over the past 10 years, American Century Real Estate Fund had an annualized return of 0.61%, while the S&P 500 had an annualized return of 11.04%, indicating that American Century Real Estate Fund did not perform as well as the benchmark.


REACX

YTD

3.12%

1M

1.20%

6M

2.43%

1Y

15.49%

5Y*

-1.37%

10Y*

0.61%

^GSPC (Benchmark)

YTD

2.24%

1M

-1.20%

6M

6.72%

1Y

18.21%

5Y*

12.53%

10Y*

11.04%

*Annualized

Monthly Returns

The table below presents the monthly returns of REACX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.80%3.12%
2024-4.74%2.11%1.33%-7.41%5.30%2.79%6.29%5.57%3.64%-2.31%3.85%-7.65%7.63%
20239.10%-5.55%-1.85%0.56%-4.43%5.06%2.33%-2.49%-6.22%-1.99%10.18%7.55%10.99%
2022-8.64%-3.52%7.57%-2.81%-6.19%-6.38%8.05%-5.41%-12.81%2.95%5.97%-12.05%-30.79%
2021-0.59%3.66%4.40%7.48%1.19%3.09%4.28%2.44%-6.24%7.00%-0.73%-0.30%27.95%
20202.08%-8.23%-18.64%6.91%0.29%1.24%6.28%0.04%-2.87%-3.21%8.08%2.60%-8.31%
201910.80%0.72%3.72%0.70%0.55%1.56%1.56%5.39%1.79%3.80%-1.45%-7.60%22.58%
2018-3.22%-6.92%3.45%1.03%2.92%3.14%0.69%3.01%-2.44%-2.80%4.65%-10.77%-8.21%
2017-0.46%3.29%-2.47%-0.07%-0.18%1.76%0.84%0.80%-0.88%-0.28%2.51%-3.94%0.70%
2016-3.23%-1.25%9.89%-2.57%2.63%6.85%3.75%-3.35%-1.91%-5.33%-2.57%-4.90%-3.22%
20157.04%-3.18%1.60%-5.96%0.07%-4.97%5.61%-6.26%3.00%5.25%-0.51%2.19%2.74%
20143.12%5.23%0.76%2.98%2.74%1.15%-0.11%2.88%-5.63%9.42%2.30%2.06%29.65%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of REACX is 49, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of REACX is 4949
Overall Rank
The Sharpe Ratio Rank of REACX is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of REACX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of REACX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of REACX is 3636
Calmar Ratio Rank
The Martin Ratio Rank of REACX is 5353
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Century Real Estate Fund (REACX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for REACX, currently valued at 1.06, compared to the broader market-1.000.001.002.003.004.001.061.62
The chart of Sortino ratio for REACX, currently valued at 1.47, compared to the broader market0.002.004.006.008.0010.0012.001.472.20
The chart of Omega ratio for REACX, currently valued at 1.19, compared to the broader market1.002.003.004.001.191.30
The chart of Calmar ratio for REACX, currently valued at 0.47, compared to the broader market0.005.0010.0015.0020.000.472.46
The chart of Martin ratio for REACX, currently valued at 3.66, compared to the broader market0.0020.0040.0060.0080.003.6610.01
REACX
^GSPC

The current American Century Real Estate Fund Sharpe ratio is 1.06. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Century Real Estate Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.06
1.74
REACX (American Century Real Estate Fund)
Benchmark (^GSPC)

Dividends

Dividend History

American Century Real Estate Fund provided a 1.83% dividend yield over the last twelve months, with an annual payout of $0.50 per share.


0.00%1.00%2.00%3.00%4.00%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.50$0.50$0.57$0.57$0.50$0.46$0.65$1.04$0.07$0.70$0.75$0.59

Dividend yield

1.83%1.89%2.28%2.48%1.48%1.71%2.18%4.19%0.24%2.50%2.51%1.98%

Monthly Dividends

The table displays the monthly dividend distributions for American Century Real Estate Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.08$0.00$0.00$0.15$0.00$0.00$0.12$0.00$0.00$0.15$0.50
2023$0.00$0.00$0.09$0.00$0.00$0.18$0.00$0.00$0.14$0.00$0.00$0.16$0.57
2022$0.00$0.00$0.08$0.00$0.00$0.15$0.00$0.00$0.19$0.00$0.00$0.16$0.57
2021$0.00$0.00$0.07$0.00$0.00$0.15$0.00$0.00$0.14$0.00$0.00$0.14$0.50
2020$0.00$0.00$0.06$0.00$0.00$0.14$0.00$0.00$0.13$0.00$0.00$0.13$0.46
2019$0.00$0.00$0.08$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.26$0.65
2018$0.00$0.00$0.19$0.00$0.00$0.28$0.00$0.00$0.19$0.00$0.00$0.39$1.04
2017$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.05$0.07
2016$0.00$0.00$0.04$0.00$0.00$0.21$0.00$0.00$0.11$0.00$0.00$0.35$0.70
2015$0.00$0.00$0.04$0.00$0.00$0.10$0.00$0.00$0.14$0.00$0.00$0.46$0.75
2014$0.05$0.00$0.00$0.14$0.00$0.00$0.13$0.00$0.00$0.27$0.59

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-19.14%
-0.43%
REACX (American Century Real Estate Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Century Real Estate 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 Real Estate Fund was 79.58%, occurring on Mar 6, 2009. Recovery took 1459 trading sessions.

The current American Century Real Estate Fund drawdown is 19.14%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.58%Dec 5, 2006564Mar 6, 20091459Dec 22, 20142023
-43.12%Nov 1, 201997Mar 23, 2020301Jun 2, 2021398
-40.53%Dec 16, 2021467Oct 25, 2023
-30.44%Oct 7, 1997571Dec 14, 1999362May 21, 2001933
-27.02%Aug 2, 2016604Dec 24, 2018196Oct 4, 2019800

Volatility

Volatility Chart

The current American Century Real Estate Fund volatility is 3.89%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
3.89%
3.01%
REACX (American Century Real Estate Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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