Nasdaq - Delayed Quote
USD
American Century Disciplined Value Inv (BIGRX)
45.51
+0.09
(+0.20%)
At close: November 2 at 6:52:03 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 18.84% |
|---|---|
| 5y Average Return | 8.41% |
| Number of Years Up | 26 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Oct 30, 2026) | 35.72% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 35.72% |
| Worst 3Y Total Return | 2.39% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BIGRX
Category
- YTD
- 14.87%
- 4.44%
- 1-Month
- -3.39%
- -4.04%
- 3-Month
- 1.19%
- 4.09%
- 1-Year
- 20.18%
- 14.37%
- 3-Year
- 17.61%
- 6.04%
- 5-Year
- 8.64%
- 9.20%
- 10-Year
- 10.87%
- 8.57%
- Last Bull Market
- 27.34%
- 22.97%
- Last Bear Market
- -14.12%
- -11.27%
Annual Total Return (%) History
Year
BIGRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.26% | 13.22% | 1.19% | -- |
|
2025
|
-1.80% | 4.56% | 6.98% | 4.63% |
|
2024
|
10.53% | -2.95% | 7.72% | -1.98% |
|
2023
|
-1.31% | 2.77% | -1.73% | 8.80% |
|
2022
|
-1.19% | -14.12% | -7.32% | 11.12% |
|
2021
|
11.24% | 4.67% | -0.55% | 6.83% |
|
2020
|
-20.72% | 17.86% | 7.24% | 11.65% |
|
2019
|
12.45% | 1.29% | 1.40% | 7.34% |
|
2018
|
-0.70% | 2.31% | 7.01% | -14.33% |
|
2017
|
5.86% | 1.27% | 5.27% | 6.90% |
Rank in Category (By Total Return)
| YTD | 30 |
| 1-Month | 39 |
|---|---|
| 3-Month | 39 |
| 1-Year | 23 |
| 3-Year | 47 |
| 5-Year | 86 |
Load Adjusted Returns
| 1-Year | 20.18% |
| 3-Year | 17.61% |
|---|---|
| 5-Year | 8.64% |
| 10-Year | 10.87% |
Performance & Risk
| YTD Return | 18.84% |
| 5y Average Return | 8.41% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | American Century Investments |
| Net Assets | 2.04B |
| YTD Return | 14.87% |
| Yield | 0.92% |
| Morningstar Rating | |
| Inception Date | Dec 17, 1990 |
Fund Summary
In selecting stocks for the fund, the managers use quantitative and qualitative management techniques in a multi-step process. The managers evaluate stocks, primarily large capitalization, publicly traded U.S. companies based on an objective set of measures, including valuation, quality, growth, and sentiment. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.
