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American Century Balanced R5 (ABGNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.86+0.12 (+0.64%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.60%
5-year average return8.18%
Number of years up4
Number of years down2
Best 1-yr total return (30 May 2024)19.79%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return19.79%
Worst 3-yr total return2.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABGNXCategory
YTD2.07%9.69%
1-month-3.95%0.91%
3-month0.95%5.21%
1-year11.86%27.06%
3-year2.30%11.00%
5-year6.71%10.26%
10-year6.57%8.34%
Last bull market18.83%15.58%
Last bear market-12.29%-12.16%

Annual total return (%) history

Year
ABGNXCategory
2024
N/AN/A
2023
16.41%N/A
2022
-17.23%N/A
2021
16.26%N/A
2020
12.88%11.72%
2019
19.79%19.23%
2018
-3.72%-5.76%
2017
N/A13.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.27%N/AN/AN/A
20235.46%4.01%-3.38%9.84%
2022-6.55%-12.29%-4.67%5.93%
20213.96%4.57%0.10%6.84%
2020-10.43%13.33%4.73%6.18%
20199.43%3.37%1.45%4.39%
2018-0.34%1.67%3.95%-8.60%
20173.17%4.23%N/AN/A

Rank in category (by total return)

YTD42
1-month91
3-month78
1-year32
3-year38
5-year37

Load adjusted returns

1-year11.86%
3-year2.30%
5-year6.71%
10-year6.57%