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American Century Utilities Inv (BULIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.68+0.14 (+0.85%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.53%
5-year average return4.11%
Number of years up22
Number of years down8
Best 1-yr total return (23 May 2024)23.61%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return23.61%
Worst 3-yr total return-0.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBULIXCategory
YTD8.12%4.24%
1-month1.56%-1.35%
3-month11.34%0.70%
1-year2.31%18.66%
3-year1.04%9.19%
5-year2.90%7.16%
10-year4.97%9.33%
Last bull market14.48%12.93%
Last bear market-7.58%-5.79%

Annual total return (%) history

Year
BULIXCategory
2024
N/AN/A
2023
-7.49%N/A
2022
-5.08%N/A
2021
13.74%N/A
2020
-2.42%0.89%
2019
19.93%22.87%
2018
0.91%2.76%
2017
0.62%11.83%
2016
23.61%13.75%
2015
-6.54%-9.86%
2014
20.13%17.08%
2013
18.20%18.37%
2012
4.26%6.90%
2011
11.12%10.58%
2010
11.14%8.60%
2009
14.48%17.82%
2008
-31.12%-33.87%
2007
17.82%20.39%
2006
24.99%26.03%
2005
14.30%13.59%
2004
23.81%23.96%
2003
23.96%23.65%
2002
-27.44%-23.82%
2001
-21.05%-20.74%
2000
3.97%8.42%
1999
11.46%15.87%
1998
27.42%19.19%
1997
35.83%26.13%
1996
4.82%9.81%
1995
35.70%28.17%
1994
-10.03%-8.82%
1993
N/A13.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.45%N/AN/AN/A
2023-3.36%-3.53%-8.89%8.90%
20220.43%-7.58%-5.96%8.75%
20211.14%-0.58%1.03%11.96%
2020-16.95%1.89%6.50%8.28%
20199.66%1.02%7.05%1.13%
2018-3.47%3.16%4.82%-3.33%
20171.22%-0.95%1.56%-1.18%
201616.65%5.59%-3.57%4.06%
2015-5.10%-3.55%0.90%1.19%
20147.15%5.51%-3.02%9.57%
201312.16%1.51%-0.51%4.34%
2012-0.56%6.53%3.37%-4.79%
20115.47%3.15%-4.93%7.44%
2010-2.22%-5.24%13.40%5.77%
2009-9.01%10.72%6.37%6.84%
2008-11.40%5.68%-17.27%-11.08%
20078.36%3.09%2.19%3.21%
20062.24%3.69%7.78%9.40%
20053.18%7.89%8.11%-5.02%
20044.79%-1.15%6.20%12.56%
2003-3.51%17.77%-0.27%9.38%
2002-6.84%-15.65%-16.42%10.48%
2001-5.59%-4.20%-9.47%-3.59%
20006.40%-7.16%9.13%-3.55%
1999-4.70%12.11%-4.05%8.74%
199811.96%-3.05%2.39%14.66%
1997-2.15%11.37%5.56%18.09%
1996-2.42%3.43%-4.82%9.12%
19955.95%6.90%9.53%9.39%
1994-8.70%-0.95%1.68%-2.15%
19933.58%6.36%-5.36%N/A

Rank in category (by total return)

YTD4
1-month20
3-month12
1-year28
3-year80
5-year86

Load adjusted returns

1-year2.31%
3-year1.04%
5-year2.90%
10-year4.97%