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American Century Disciplined Core Value Fund (BIGRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
36.06+0.14 (+0.39%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.10%
5-Year Average Return9.95%
Number of Years Up24
Number of Years Down9
Best 1 Yr Total Return (Mar 26, 2024)35.72%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return35.72%
Worst 3-Yr Total Return5.44%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBIGRXCategory
YTD5.44%17.52%
1-Month3.95%-0.87%
3-Month10.93%5.51%
1-Year11.57%42.88%
3-Year5.65%11.93%
5-Year9.07%12.07%
10-Year8.77%10.95%
Last Bull Market38.59%23.18%
Last Bear Market-14.12%-17.87%

Annual Total Return (%) History

Year
BIGRXCategory
2023
8.44%N/A
2022
-12.61%N/A
2021
23.70%N/A
2020
11.88%2.91%
2019
23.98%25.04%
2018
-6.86%-8.53%
2017
20.62%15.94%
2016
13.57%14.81%
2015
-5.67%-4.05%
2014
12.51%10.21%
2013
35.72%31.21%
2012
14.52%14.57%
2011
3.02%-0.75%
2010
14.10%13.66%
2009
17.92%24.13%
2008
-34.68%-37.09%
2007
-0.29%1.42%
2006
17.17%18.15%
2005
4.79%5.95%
2004
12.98%12.97%
2003
29.62%28.44%
2002
-19.37%-18.69%
2001
-8.37%-4.99%
2000
-10.54%7.87%
1999
17.96%6.72%
1998
27.67%12.00%
1997
34.45%26.61%
1996
24.15%20.08%
1995
36.88%32.39%
1994
-0.55%-0.70%
1993
11.32%13.61%
1992
7.86%10.21%
1991
39.85%28.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-1.31%2.77%-1.73%8.80%
2022-1.19%-14.12%-7.32%11.12%
202111.24%4.67%-0.55%6.83%
2020-20.72%17.86%7.24%11.65%
201912.45%1.29%1.40%7.34%
2018-0.70%2.31%7.01%-14.33%
20175.86%1.27%5.27%6.90%
20163.30%1.65%5.26%2.76%
2015-0.73%-1.21%-9.09%5.82%
20142.33%4.81%0.09%4.81%
201311.41%4.82%4.51%11.21%
201212.44%-3.20%5.86%-0.61%
20115.92%1.06%-14.07%12.00%
20105.69%-11.32%9.43%11.24%
2009-14.37%15.26%14.10%4.71%
2008-9.54%-2.69%-7.33%-19.93%
20070.34%7.31%-1.57%-5.92%
20062.97%-0.14%4.89%8.65%
2005-1.32%1.82%4.09%0.20%
20042.73%2.05%-1.76%9.70%
2003-3.65%16.41%2.05%13.25%
20021.14%-11.29%-17.05%8.34%
2001-10.47%7.17%-13.43%10.30%
20000.65%-4.17%-0.28%-6.98%
19991.91%7.64%-5.53%13.82%
199815.17%2.27%-11.29%22.18%
19971.76%15.74%11.25%2.61%
19965.59%4.05%3.39%9.30%
19958.75%9.43%8.31%6.19%
1994-4.50%0.52%3.82%-0.21%
19934.87%2.30%4.20%-0.42%
1992-3.46%0.03%2.91%8.52%
199116.70%-0.31%7.72%11.60%

Rank In Category (By Total Return)

YTD15
1-Month27
3-Month20
1-Year69
3-Year94
5-Year68

Load Adjusted Returns

1-Year11.57%
3-Year5.65%
5-Year9.07%
10-Year8.77%