Nasdaq - Delayed Quote USD

American Century Real Estate Fund (AREEX)

22.28 +0.04 (+0.18%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -10.05%
5y Average Return 1.95%
Number of Years Up 19
Number of Years Down 6
Best 1Y Total Return (Apr 18, 2024) 40.99%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 40.99%
Worst 3Y Total Return -1.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AREEX
Category
YTD
-1.49%
20.43%
1-Month
1.32%
2.69%
3-Month
-1.49%
11.34%
1-Year
7.90%
36.79%
3-Year
2.41%
10.81%
5-Year
3.53%
7.03%
10-Year
5.75%
9.08%
Last Bull Market
42.60%
31.03%
Last Bear Market
-14.72%
-16.60%

Annual Total Return (%) History

Year
AREEX
Category
2024
--
--
2023
10.73%
--
2022
-24.91%
--
2021
40.99%
--
2020
-8.58%
-4.49%
2019
30.34%
27.28%
2018
-5.19%
-5.97%
2017
4.91%
6.22%

2016
5.43%
6.89%
2015
2.47%
2.41%
2014
29.37%
28.03%
2013
1.03%
1.55%
2012
17.44%
17.60%
2011
11.38%
7.51%
2010
28.56%
27.08%
2009
26.33%
31.26%
2008
-43.39%
-39.55%
2007
-15.98%
-14.66%
2006
34.27%
33.58%
2005
15.74%
11.51%
2004
29.45%
32.02%
2003
39.40%
36.80%
2002
5.29%
4.54%
2001
10.30%
10.00%
2000
26.97%
27.02%
1999
-3.03%
-2.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.49% -- -- --
2023 1.09% 0.91% -6.48% 16.08%
2022 -5.25% -14.72% -10.87% 4.26%
2021 7.53% 12.04% 0.13% 16.87%
2020 -23.83% 8.43% 3.24% 7.22%
2019 15.71% 2.77% 8.85% 0.69%
2018 -6.87% 7.19% 1.13% -6.09%
2017 0.21% 1.42% 0.70% 2.50%
2016 4.95% 6.77% -1.71% -4.28%
2015 5.25% -10.63% 1.89% 6.91%

2014 9.33% 6.95% -3.12% 14.20%
2013 6.26% -2.05% -2.96% 0.03%
2012 10.48% 3.45% 0.42% 2.33%
2011 6.70% 4.39% -13.74% 15.93%
2010 9.80% -3.64% 11.65% 8.83%
2009 -32.91% 30.28% 33.08% 8.61%
2008 2.31% -5.48% 4.24% -43.84%
2007 3.37% -9.22% 3.23% -13.26%
2006 14.05% -0.65% 8.73% 8.98%
2005 -5.96% 13.56% 4.27% 3.94%
2004 11.38% -4.58% 7.99% 12.79%
2003 3.06% 12.10% 10.63% 9.08%
2002 7.77% 5.34% -7.43% 0.19%
2001 -0.88% 9.69% -2.64% 4.19%
2000 1.27% 10.94% 8.00% 4.64%
1999 -4.30% 12.04% -9.47% -0.10%

Rank in Category (By Total Return)

YTD 68
1-Month 80
3-Month 68
1-Year 55
3-Year 48
5-Year 55

Load Adjusted Returns

1-Year 1.69%
3-Year 0.41%
5-Year 2.31%
10-Year 5.13%

Performance & Risk

YTD Return -10.05%
5y Average Return 1.95%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family American Century Investments
Net Assets 678.29M
YTD Return -1.49%
Yield 2.04%
Morningstar Rating
Inception Date Apr 10, 2017

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets in equity securities issued by real estate investment trusts (REITs) and other companies engaged in the real estate industry. The portfolio managers look for real estate securities they believe will provide superior returns, focusing on companies with the potential for stock price appreciation, plus sustainable growth of cash flow to investors.

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