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ISIN
US0250768860
CUSIP
025076886
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


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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.


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S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.31%7.20%-5.78%8.59%-0.58%-1.83%9.52%
20250.80%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%
20239.10%-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
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.


REACX Risk / Return Rank: 1010
Overall Rank
REACX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
REACX Sortino Ratio Rank: 88
Sortino Ratio Rank
REACX Omega Ratio Rank: 99
Omega Ratio Rank
REACX Calmar Ratio Rank: 1313
Calmar Ratio Rank
REACX Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


REACXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.74

2.39

-1.65

Sortino ratio

Return per unit of downside risk

1.07

3.25

-2.19

Omega ratio

Gain probability vs. loss probability

1.14

1.43

-0.30

Calmar ratio

Return relative to maximum drawdown

1.23

3.11

-1.88

Martin ratio

Return relative to average drawdown

3.77

14.38

-10.61

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.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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.


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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 27d4y 1mo
6y 2moFeb 2007 - Apr 2013
COVID crash2020
-41.88%Mar 2020
1mo 4d1y 2mo
1y 3moFeb 2020 - Jun 2021
Bear market2022
-32.15%Oct 2022
9mo 14d3y 6mo
4y 3moJan 2022 - Apr 2026
1998 bear market1998
-28.98%Oct 1998
1y 1d2y 2mo
3y 2moOct 1997 - Dec 2000
2013 correction2013
-17.87%Aug 2013
2mo 29d9mo 14d
1y 8dMay 2013 - May 2014

Drawdown Indicators


REACXBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-3.67%

0.00%

-3.67%

Average Drawdown

Average peak-to-trough decline

-12.59%

-10.72%

-1.87%

Ulcer Index

Depth 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.


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Portfolio Analyzer

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