New Zealand markets open in 6 hours 30 minutes

American Century Equity Income R5 (AEIUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.640.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.09%
5-year average return5.81%
Number of years up4
Number of years down2
Best 1-yr total return (4 Jul 2024)24.49%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return24.49%
Worst 3-yr total return4.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAEIUXCategory
YTD4.21%4.44%
1-month-0.80%-4.04%
3-month-1.25%4.09%
1-year5.29%14.37%
3-year3.81%6.04%
5-year6.07%9.20%
10-year7.74%8.57%
Last bull market14.29%22.97%
Last bear market-8.27%-11.27%

Annual total return (%) history

Year
AEIUXCategory
2024
N/AN/A
2023
4.11%11.63%
2022
-2.95%-5.90%
2021
17.02%26.22%
2020
1.17%2.91%
2019
24.49%25.04%
2018
-4.31%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.52%-1.25%N/AN/A
20230.50%2.52%-4.23%5.50%
20220.59%-8.27%-4.37%10.00%
20215.24%4.65%-0.57%6.86%
2020-21.55%12.29%4.03%10.40%
201910.65%4.46%2.73%4.84%
2018-3.22%1.80%4.89%-7.41%
20173.50%3.86%N/AN/A

Rank in category (by total return)

YTD85
1-month61
3-month44
1-year97
3-year88
5-year96

Load adjusted returns

1-year5.29%
3-year3.81%
5-year6.07%
10-year7.74%