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American Century Value R (AVURX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.97+0.03 (+0.38%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.55%
5-year average return8.56%
Number of years up13
Number of years down5
Best 1-yr total return (27 Jun 2024)30.45%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.45%
Worst 3-yr total return4.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAVURXCategory
YTD3.94%4.44%
1-month2.40%-4.04%
3-month2.76%4.09%
1-year16.03%14.37%
3-year4.96%6.04%
5-year10.48%9.20%
10-year7.55%8.57%
Last bull market19.31%22.97%
Last bear market-10.49%-11.27%

Annual total return (%) history

Year
AVURXCategory
2024
N/AN/A
2023
8.33%11.63%
2022
-0.33%-5.90%
2021
23.45%26.22%
2020
0.16%2.91%
2019
26.24%25.04%
2018
-9.80%-8.53%
2017
7.93%15.94%
2016
19.62%14.81%
2015
-4.81%-4.05%
2014
12.33%10.21%
2013
30.45%31.21%
2012
14.03%14.57%
2011
0.07%-0.75%
2010
12.85%13.66%
2009
18.83%24.13%
2008
-27.07%-37.09%
2007
-5.66%1.42%
2006
17.93%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.86%N/AN/AN/A
20230.53%1.99%-3.32%9.28%
20223.00%-10.49%-5.85%14.83%
202113.83%3.77%-0.53%5.07%
2020-29.69%15.16%2.48%20.70%
201911.39%2.92%0.30%9.79%
2018-2.92%2.49%5.31%-13.92%
20171.85%-0.79%2.61%4.10%
20162.22%5.31%3.66%7.19%
2015-0.69%-0.49%-8.43%5.20%
20142.95%5.23%-0.07%3.77%
201311.55%4.06%3.38%8.70%
201210.27%-2.96%5.63%0.89%
20114.37%-0.68%-13.99%12.23%
20104.90%-10.34%9.65%9.43%
2009-13.50%13.01%15.08%5.64%
2008-6.30%-7.39%1.24%-16.98%
20070.44%5.65%-1.90%-9.37%
20063.59%-0.92%7.20%7.18%
20053.71%N/AN/AN/A

Rank in category (by total return)

YTD92
1-month77
3-month75
1-year89
3-year77
5-year70

Load adjusted returns

1-year16.03%
3-year4.96%
5-year10.48%
10-year7.55%