Page 360 - DCAC February 2024 Files
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32.0
28.0
Risk (Standard Deviation %)
24.0
(5 YEARS*)
20.0
16.0
RISK VS. RETURN
12.0
12.0
15.0
18.0
9.0
6.0
Return (%)
Years
10
Years
7
Years
5
Years
3
(97) Standard Return Deviation (32) 8.43 (74) 7.04 (72) 10.76 (85) 8.53 18.79 10.76 American Century MCV (36) 8.26 (55) 7.76 (59) 11.16 (85) 8.36 (40) 21.96 11.16 Russell Midcap Value Index 21.60 11.48 Median 7.71 7.92 11.48 10.13 2016 2017 2018 2019 2020 2021 (11) 22.50 (78) 11.32 (42) -13.25 (37) 28.55 (59) 1.43 (9
PEER GROUP ANALYSIS - IM U.S. Mid Cap Value Equity (MF)
1 Year 5.90 12.71 11.55 (4) (95) (85) (85)
2022 3 Years Ending Dec-2023
(97) (40) -1.67 -12.03 -8.03 8.53 8.36 10.13
Year To Date 5.90 12.71 11.55
(69) (27)
Last Quarter 10.48 12.11 11.08 CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
30.0 25.0 20.0 15.0 Return 10.0 5.0 0.0 American Century MCV Russell Midcap Value Index Median American Century MCV Russell MCV Idx IM U.S. Mid Cap Value Equity (MF) Median American Century MCV Russell MCV Idx IM U.S. Mid Cap Value Equity (MF) Median
American Century MCV 12/31/23 FUND INFORMATION American Century Fund Investments Family : 01/13/2005 Fund Inception : Team Managed Portfolio Manager : $208 Million Total Assets : 64% Turnover : Investment Strategy: This strategy seeks to find companies with good returns on capital with relatively low levels of debt, that are cheap based on at least two of five valuation measures, including P/E, P/FCF, and div

