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American Century Focused Lg Cap Val I (ALVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.19-0.01 (-0.10%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.78%
5-year average return8.11%
Number of years up17
Number of years down5
Best 1-yr total return (2 Jul 2024)31.70%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.70%
Worst 3-yr total return5.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALVSXCategory
YTD3.99%4.44%
1-month-1.83%-4.04%
3-month-2.66%4.09%
1-year7.06%14.37%
3-year5.95%6.04%
5-year8.47%9.20%
10-year7.67%8.57%
Last bull market16.98%22.97%
Last bear market-6.88%-11.27%

Annual total return (%) history

Year
ALVSXCategory
2024
N/AN/A
2023
6.26%11.63%
2022
1.91%-5.90%
2021
18.29%26.22%
2020
2.62%2.91%
2019
27.97%25.04%
2018
-7.75%-8.53%
2017
11.23%15.94%
2016
15.66%14.81%
2015
-3.66%-4.05%
2014
13.10%10.21%
2013
31.70%31.21%
2012
16.64%14.57%
2011
1.50%-0.75%
2010
11.35%13.66%
2009
20.93%24.13%
2008
-37.25%-37.09%
2007
-0.76%1.42%
2006
20.05%18.15%
2005
4.37%5.95%
2004
14.50%12.97%
2003
29.22%28.44%
2002
-13.29%-18.69%
2001
N/A-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.83%-2.66%N/AN/A
2023-0.01%3.22%-4.05%7.30%
20221.88%-6.88%-5.49%13.67%
20217.57%4.12%-0.37%6.01%
2020-24.94%13.51%6.32%13.28%
201911.86%4.17%3.11%6.51%
2018-3.02%1.79%5.78%-11.66%
20173.87%0.82%2.43%3.69%
20160.28%3.81%4.09%6.74%
20150.61%0.72%-10.08%5.73%
20142.39%5.47%0.01%4.73%
201310.73%4.99%3.27%9.70%
201211.28%-2.81%7.34%0.47%
20115.27%-0.41%-14.64%13.42%
20104.10%-11.85%10.36%9.97%
2009-14.35%16.36%15.99%4.62%
2008-8.98%-6.42%-6.49%-21.22%
20070.03%6.08%-0.51%-6.00%
20063.89%0.52%7.05%7.39%
2005-1.12%1.06%2.74%1.66%
20042.05%1.96%0.34%9.68%
2003-5.54%17.76%1.85%14.05%
20023.73%-7.39%-17.63%9.59%
20019.29%N/AN/AN/A

Rank in category (by total return)

YTD87
1-month94
3-month75
1-year95
3-year61
5-year78

Load adjusted returns

1-year7.06%
3-year5.95%
5-year8.47%
10-year7.67%