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American Century Real Estate I (REAIX)

22.52 +0.11 (+0.49%)
At close: 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 41.59%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 7

Performance & Risk

YTD Return -9.95%
5y Average Return 2.41%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
REAIXCategory AverageREAIXCategory AverageREAIXCategory Average
Alpha -3.63 -0.01 -5.31 -0.05 -0.54 0.02
BETA 1.08 0.01 0.92 0.01 0.83 0.01
Mean Annual Return 0.41 0.01 0.49 0.01 0.63 0.01
R-squared 75.13 0.66 68.47 0.55 51.2 0.47
Standard Deviation 20.58 0.2 19.74 0.17 17.03 0.16
Sharpe Ratio 0.1 0.01 0.19 0 0.36 0.01
Treynor Ratio -0.09 0.12 1.99 0.07 5.73 0.11

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