Nasdaq - Delayed Quote
USD
American Century Utilities Inv (BULIX)
18.84
+0.08
(+0.43%)
At close: 8:08:18 PM EDT
Fund Summary
Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies engaged in the utilities industry. The portfolio managers use quantitative and qualitative management techniques as well as risk controls to construct the fund's portfolio. The quantitative process involves ranking stocks based on their growth and valuation characteristics.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.32% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 24 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 3.55% |
| 5y Average Return | 6.94% |
| Rank in Category (ytd) | 56 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.41 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
BULIX | Category Average | BULIX | Category Average | BULIX | Category Average |
|
Alpha
|
3.87 | 0.02 | -1.84 | 0 | -1.99 | 0.05 |
|
BETA
|
0.41 | 0 | 0.67 | 0 | 0.58 | 0 |
|
Mean Annual Return
|
1.24 | 0.01 | 0.63 | 0.01 | 0.54 | 0.01 |
|
R-squared
|
10.51 | 0.37 | 35.61 | 0.29 | 32.8 | 0.25 |
|
Standard Deviation
|
15.08 | 0.15 | 16.66 | 0.13 | 14.87 | 0.13 |
|
Sharpe Ratio
|
0.69 | 0.01 | 0.22 | 0 | 0.27 | 0.01 |
|
Treynor Ratio
|
24.81 | 0.16 | 3.54 | 0.13 | 5.12 | 0.22 |
