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American Century Disciplined Growth A (ADCVX)

25.06 -0.02 (-0.08%)
At close: 8:01 PM EDT

Fund Summary

In selecting stocks for the fund, the portfolio managers initially identify an eligible universe of growth stocks then use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 42.75%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 4

Performance & Risk

YTD Return 7.09%
5y Average Return 13.25%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
ADCVXCategory AverageADCVXCategory AverageADCVXCategory Average
Alpha -1.58 0.03 0.14 0.04 -0.48 0.01
BETA 1.11 0.01 1.01 0.01 1.02 0.01
Mean Annual Return 0.99 0.02 1.34 0.02 1.09 0.01
R-squared 91.28 0.89 89.25 0.87 90 0.87
Standard Deviation 20.46 0.2 19.62 0.16 16.23 0.15
Sharpe Ratio 0.44 0.01 0.71 0.01 0.72 0.01
Treynor Ratio 6.61 0.21 12.81 0.21 10.8 0.15

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