Page 361 - DCAC February 2024 Files
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32.0 (11) (29) (14) (33)
Standard Deviation 18.79 21.96 21.60 2016 3 Years Ending Dec-2017
28.0 22.50 20.00 16.23 10.22 9.00 8.07
24.0 Return 10.76 11.16 11.48
(5 YEARS*) 20.0 16.0 Risk (Standard Deviation %) Russell Midcap Value Index 2017 (78) 11.32 (55) 13.34 13.62 3 Years Ending Dec-2018 (18) 5.76 (13) 6.06 4.16
RISK VS. RETURN 18.0 15.0 12.0 Return (%) 9.0 6.0 12.0 American Century MCV Median 2018 (42) -13.25 (27) -12.29 -13.80 3 Years Ending Dec-2019 (53) 7.48 (33) 8.10 7.54
(32) (36) (37) (46) (48) (31)
10 Years 8.43 8.26 7.71 2019 28.55 27.06 26.77 3 Years Ending Dec-2020 4.19 5.37 4.02
(74) (55)
7 Years 7.04 7.76 7.92 (59) (33) (82) (38)
(72) (59) 2020 1.43 4.96 2.50 3 Years Ending Dec-2021 16.97 19.62 18.63
5 Years 10.76 11.16 11.48
(85) (85) (98) (58) (47) (74)
Years
3 8.53 8.36 10.13 2021 22.75 28.34 28.79 3 Years Ending Dec-2022 6.98 5.82 6.72
(97) (40) 50
1 Year 5.90 12.71 11.55 (4) (95) (85) (85)
PEER GROUP ANALYSIS - IM U.S. Mid Cap Value Equity (MF)
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

