Page 361 - DCAC February 2024 Files
P. 361

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
   356   357   358   359   360   361   362   363   364   365   366