- ISIN
- US0250768860
- CUSIP
- 025076886
- Issuer
- American Century
- Inception Date
- Sep 21, 1995
- Category
- REIT
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Real Estate
- Assets Under Management
- $533M
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
REACX Performance Chart
American Century Real Estate Fund (REACX) is up 9.5% since the beginning of the year. REACX is currently trading at $28 per share. Investors who bought $1,000 worth of REACX shares 5 years ago would now be looking at an investment worth $1,165.
Loading charts...
Returns By Period
American Century Real Estate Fund (REACX) has returned 9.52% so far this year and 9.28% over the past 12 months. Over the last ten years, REACX has returned 5.43% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
American Century Real Estate Fund
- 1D
- -1.83%
- 1M
- -2.14%
- YTD
- 9.52%
- 6M
- 8.19%
- 1Y
- 9.28%
- 3Y*
- 9.87%
- 5Y*
- 3.11%
- 10Y*
- 5.43%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
REACX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1996, REACX's average daily return is +0.05%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2009 with a return of +33.5%, while the worst month was Oct 2008 at -34.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, REACX closed higher 52% of trading days. The best single day was Oct 28, 2008 with a return of +17.2%, while the worst single day was Mar 16, 2020 at -18.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.31% | 7.20% | -5.78% | 8.59% | -0.58% | -1.83% | 9.52% | ||||||
| 2025 | 0.80% | 4.08% | -3.12% | -1.39% | 0.65% | -0.39% | -0.84% | 2.78% | 0.18% | -1.36% | 2.41% | -2.72% | 0.81% |
| 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% |
| 2023 | 9.10% | -5.55% | -1.85% | 0.56% | -4.43% | 5.04% | 2.33% | -2.49% | -6.22% | -1.99% | 10.18% | 7.55% | 10.97% |
| 2022 | -8.64% | -3.52% | 7.57% | -2.81% | -6.19% | -6.37% | 8.05% | -5.41% | -12.81% | 2.95% | 5.97% | -4.23% | -24.64% |
| 2021 | -0.59% | 3.66% | 4.39% | 7.48% | 1.19% | 3.09% | 4.28% | 2.44% | -6.23% | 7.00% | -0.73% | 10.27% | 41.52% |
Benchmark Metrics
American Century Real Estate Fund has an annualized alpha of 2.76%, beta of 0.89, and R2 of 0.45 versus S&P 500 Index. Calculated based on daily prices since January 03, 1996.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (81.52%) than losses (79.40%) - typical of diversified or defensive assets.
- R2 of 0.45 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 2.76%
- Beta
- 0.89
- R²
- 0.45
- Upside Capture
- 81.52%
- Downside Capture
- 79.40%
Expense Ratio
REACX has a high expense ratio of 1.14%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
REACX ranks 10 for risk / return — in the bottom 10% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Century Real Estate Fund (REACX) and compare them to S&P 500 Index.
| REACX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 2.39 | -1.65 |
Sortino ratioReturn per unit of downside risk | 1.07 | 3.25 | -2.19 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.43 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 3.11 | -1.88 |
Martin ratioReturn relative to average drawdown | 3.77 | 14.38 | -10.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
American Century Real Estate Fund provided a 1.71% dividend yield over the last twelve months, with an annual payout of $0.49 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.49 | $0.56 | $0.50 | $0.57 | $2.59 | $3.90 | $0.46 | $2.60 | $2.17 | $1.31 | $3.32 | $0.75 |
Dividend yield | 1.71% | 2.15% | 1.89% | 2.28% | 11.26% | 11.49% | 1.71% | 8.71% | 8.73% | 4.66% | 11.80% | 2.51% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.02 | ||||||
| 2025 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.56 |
| 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 | $2.17 | $2.59 |
| 2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $3.54 | $3.90 |
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.
Loading charts...
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 75.80%, occurring on Mar 6, 2009. Recovery took 1040 trading sessions.
The current American Century Real Estate Fund drawdown is 3.67%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -75.80%Mar 2009 | 2y 27d | 4y 1mo | 6y 2moFeb 2007 - Apr 2013 |
COVID crash2020 | -41.88%Mar 2020 | 1mo 4d | 1y 2mo | 1y 3moFeb 2020 - Jun 2021 |
Bear market2022 | -32.15%Oct 2022 | 9mo 14d | 3y 6mo | 4y 3moJan 2022 - Apr 2026 |
1998 bear market1998 | -28.98%Oct 1998 | 1y 1d | 2y 2mo | 3y 2moOct 1997 - Dec 2000 |
2013 correction2013 | -17.87%Aug 2013 | 2mo 29d | 9mo 14d | 1y 8dMay 2013 - May 2014 |
Drawdown Indicators
| REACX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.80% | -56.78% | -19.02% |
Max Drawdown (1Y)Largest decline over 1 year | -7.72% | -9.10% | +1.38% |
Max Drawdown (3Y)Largest decline over 3 years | -17.16% | -18.90% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -32.15% | -25.43% | -6.72% |
Max Drawdown (10Y)Largest decline over 10 years | -41.88% | -33.92% | -7.96% |
Current DrawdownCurrent decline from peak | -3.67% | 0.00% | -3.67% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -10.72% | -1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.97% | +0.54% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with REACX
Add American Century Real Estate Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with REACX