Nasdaq - Delayed Quote USD

American Century Equity Income Inv (TWEIX)

8.64 -0.02 (-0.23%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.09%
5y Average Return 6.25%
Number of Years Up 24
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 24.11%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 24.11%
Worst 3Y Total Return 4.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TWEIX
Category
YTD
5.47%
17.52%
1-Month
3.75%
-0.87%
3-Month
5.47%
5.51%
1-Year
9.09%
42.88%
3-Year
5.66%
11.93%
5-Year
7.08%
12.07%
10-Year
8.21%
10.95%
Last Bull Market
27.00%
23.18%
Last Bear Market
-8.32%
-17.87%

Annual Total Return (%) History

Year
TWEIX
Category
2024
--
--
2023
3.90%
--
2022
-3.14%
--
2021
16.78%
--
2020
1.08%
2.91%
2019
24.11%
25.04%
2018
-4.39%
-8.53%
2017
13.33%
15.94%

2016
19.49%
14.81%
2015
0.60%
-4.05%
2014
12.47%
10.21%
2013
19.46%
31.21%
2012
11.51%
14.57%
2011
3.57%
-0.75%
2010
13.29%
13.66%
2009
12.23%
24.13%
2008
-20.05%
-37.09%
2007
1.79%
1.42%
2006
19.45%
18.15%
2005
2.46%
5.95%
2004
12.53%
12.97%
2003
24.25%
28.44%
2002
-5.00%
-18.69%
2001
11.33%
-4.99%
2000
21.91%
7.87%
1999
-0.18%
6.72%
1998
12.97%
12.00%
1997
28.26%
26.61%
1996
23.31%
20.08%
1995
29.62%
32.39%
1994
--
-0.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.47% -- -- --
2023 0.46% 2.35% -4.17% 5.44%
2022 0.54% -8.32% -4.53% 10.07%
2021 5.08% 4.60% -0.52% 6.80%
2020 -21.50% 12.23% 3.85% 10.48%
2019 10.48% 4.53% 2.57% 4.78%
2018 -3.16% 1.75% 4.84% -7.45%
2017 3.92% 1.55% 3.56% 3.70%
2016 6.01% 6.33% 1.67% 4.27%
2015 -0.13% -1.59% -3.94% 6.55%

2014 3.49% 4.57% -0.23% 4.16%
2013 8.78% 2.75% 1.39% 5.42%
2012 6.10% -0.48% 5.74% -0.13%
2011 3.43% 1.09% -10.45% 10.62%
2010 3.49% -7.01% 9.69% 7.32%
2009 -9.29% 7.44% 9.18% 5.48%
2008 -5.84% -4.12% -0.15% -11.31%
2007 1.08% 3.42% 1.70% -4.25%
2006 4.27% 1.00% 6.89% 6.11%
2005 -0.36% 0.78% 1.21% 0.80%
2004 1.30% 2.80% 0.97% 7.03%
2003 -4.14% 13.63% 2.31% 11.49%
2002 3.59% -4.71% -10.74% 7.83%
2001 -1.72% 7.14% -3.25% 9.28%
2000 -0.85% 1.06% 8.45% 12.19%
1999 -4.72% 13.39% -5.98% -1.72%
1998 8.11% -2.41% -6.23% 14.19%
1997 0.63% 13.41% 9.35% 2.77%
1996 6.76% 4.64% 2.54% 7.65%
1995 10.11% 6.68% 4.56% 5.54%
1994 -1.91% -- -- --

Rank in Category (By Total Return)

YTD 94
1-Month 90
3-Month 94
1-Year 97
3-Year 92
5-Year 94

Load Adjusted Returns

1-Year 9.09%
3-Year 5.66%
5-Year 7.08%
10-Year 8.21%

Performance & Risk

YTD Return 3.09%
5y Average Return 6.25%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.63
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family American Century Investments
Net Assets 8.26B
YTD Return 5.47%
Yield 2.31%
Morningstar Rating
Inception Date Jul 13, 2001

Fund Summary

The portfolio managers look for equity securities of companies with a favorable income-paying history that have prospects for income payments to continue or increase. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers' standards of selection.

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