Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
REAIX (American Century Real Estate Fund) | -2.35% | 14.60% | -5.72% | 3.48% | 2.85% | 6.47% | 5.60% | 7.07% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
REAIX (American Century Real Estate Fund) | 09/25/1997 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 09/25/1997.
AR inception is since 09/25/1997.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.10 | 14.60 | -5.72 | 3.48 | 2.85 | 6.47 | 5.60 | 7.07 | -2.35 | 7.85 | 11.25 | -30.64 | 28.24 | -8.11 | 31.00 | -3.96 | 5.29 | 4.56 | 2.94 | 29.94 | 1.48 | 18.02 | 11.82 | 29.39 | 26.91 | -43.18 | -16.43 | 34.47 | 16.24 | 29.23 | 40.01 | 5.72 | 9.75 | 27.50 | -2.47 | -17.85 | 1.96 |
Sharpe Ratio | NA | 0.47 | -0.48 | 0.07 | 0.05 | NA | NA | 0.20 | -0.45 | 0.08 | 0.37 | -1.25 | 1.60 | -0.19 | 2.34 | -0.33 | 0.47 | 0.26 | 0.17 | 2.67 | 0.09 | 1.30 | 0.40 | 1.05 | 0.40 | -0.59 | -0.76 | 2.30 | 0.93 | 1.68 | 3.52 | 0.33 | 0.73 | 2.24 | -0.50 | -1.37 | 0.33 |
Standard Deviation(%) | NA | 17.51 | 20.89 | 20.95 | 21.38 | NA | NA | 26.43 | 22.62 | 15.39 | 19.31 | 25.74 | 17.66 | 42.63 | 12.64 | 16.00 | 9.88 | 16.92 | 17.42 | 11.21 | 15.50 | 13.91 | 29.38 | 27.96 | 66.65 | 75.05 | 25.56 | 13.63 | 15.10 | 16.83 | 11.17 | 14.20 | 10.32 | 10.46 | 11.30 | 15.43 | 12.35 |
Draw Down(%) | NA | 17.42 | 35.09 | 40.29 | 41.85 | NA | NA | 75.53 | 15.06 | 10.97 | 19.10 | 32.04 | 9.19 | 41.85 | 6.06 | 12.81 | 6.14 | 15.36 | 17.30 | 7.29 | 17.82 | 9.53 | 21.76 | 16.94 | 42.93 | 66.04 | 27.14 | 9.74 | 10.24 | 17.42 | 5.97 | 15.68 | 11.76 | 8.10 | 20.63 | 27.91 | 7.40 |
Yield(%) | 0.00 | 2.00 | 1.71 | 2.32 | 4.22 | 5.78 | 5.71 | 7.68 | 0.00 | 2.17 | 2.66 | 1.85 | 2.18 | 1.73 | 10.97 | 7.97 | 4.86 | 10.26 | 2.66 | 2.76 | 2.29 | 1.40 | 1.59 | 2.12 | 2.53 | 2.00 | 15.41 | 14.78 | 13.35 | 10.03 | 4.63 | 3.82 | 3.23 | 5.46 | 5.68 | 3.70 | 1.55 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
REAIX (American Century Real Estate Fund) |
-27.86%
Mar 2006 - Mar 2009 |
-10.38%
Mar 2004 - Mar 2009 |
2.72%
Feb 1999 - Feb 2009 |
3.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
REAIX (American Century Real Estate Fund) |
44.64%
Mar 2009 - Mar 2012 |
29.73%
Feb 2009 - Feb 2014 |
18.29%
Mar 2009 - Mar 2019 |
12.84%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart