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American Century Small Cap Value Inv (ASVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.32+0.11 (+1.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.06%
5-year average return9.98%
Number of years up17
Number of years down8
Best 1-yr total return (20 Jun 2024)38.75%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return38.75%
Worst 3-yr total return4.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASVIXCategory
YTD1.90%26.79%
1-month3.23%-1.77%
3-month3.00%4.45%
1-year23.34%71.02%
3-year1.17%9.35%
5-year12.04%12.17%
10-year9.02%9.95%
Last bull market27.91%28.07%
Last bear market-12.15%-24.24%

Annual total return (%) history

Year
ASVIXCategory
2024
N/AN/A
2023
16.08%N/A
2022
-14.72%N/A
2021
36.91%N/A
2020
8.93%4.02%
2019
33.51%21.43%
2018
-17.07%-15.46%
2017
10.26%8.54%
2016
26.01%25.99%
2015
-2.67%-6.71%
2014
4.40%3.34%
2013
34.91%36.22%
2012
16.70%16.00%
2011
-6.73%-4.45%
2010
24.15%26.17%
2009
38.75%31.32%
2008
-27.63%-32.24%
2007
-2.72%-6.08%
2006
15.52%16.27%
2005
8.40%6.40%
2004
21.81%21.14%
2003
36.11%42.38%
2002
-11.38%-10.12%
2001
30.52%15.92%
2000
39.41%18.64%
1999
-0.86%6.78%
1998
N/A-6.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.90%N/AN/AN/A
20232.56%3.71%-4.63%14.43%
2022-4.88%-12.15%-7.47%10.30%
202124.68%5.70%-2.81%6.89%
2020-34.59%20.08%4.37%32.87%
201915.57%6.16%0.99%7.74%
2018-1.03%5.01%0.36%-20.49%
20173.53%-0.47%4.20%2.70%
2016-0.53%1.91%9.23%13.80%
20153.27%1.00%-9.97%3.64%
20141.54%2.13%-8.26%9.74%
201311.13%2.40%7.17%10.63%
201211.24%-3.90%4.94%4.03%
20115.22%-3.24%-19.99%14.51%
20109.71%-9.98%9.51%14.78%
2009-12.48%22.79%22.54%5.37%
2008-7.27%-1.40%0.49%-21.23%
20072.77%5.02%-4.19%-5.93%
20068.54%-4.78%4.02%7.46%
2005-0.85%3.38%4.36%1.34%
20045.94%3.67%-1.29%12.36%
2003-4.85%18.62%5.24%14.57%
20027.48%-3.71%-19.04%5.76%
20014.71%16.48%-9.24%17.91%
20006.94%3.85%9.37%14.79%
1999-7.31%15.80%-7.88%0.25%
199814.53%N/AN/AN/A

Rank in category (by total return)

YTD62
1-month85
3-month53
1-year54
3-year77
5-year30

Load adjusted returns

1-year23.34%
3-year1.17%
5-year12.04%
10-year9.02%