Nasdaq - Delayed Quote USD

American Century Real Estate Y (ARYEX)

27.77 +0.16 (+0.58%)
As of 8:05 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 11.32%
5y Average Return 4.04%
Number of Years Up 3
Number of Years Down 3
Best 1Y Total Return (Nov 6, 2024) 41.82%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 41.82%
Worst 3Y Total Return -0.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ARYEX
Category
YTD
12.54%
20.43%
1-Month
-2.26%
2.69%
3-Month
7.00%
11.34%
1-Year
33.39%
36.79%
3-Year
1.19%
10.81%
5-Year
3.71%
7.03%
10-Year
6.33%
9.08%
Last Bull Market
16.92%
31.03%
Last Bear Market
-14.58%
-16.60%

Annual Total Return (%) History

Year
ARYEX
Category
2024
--
--
2023
11.38%
--
2022
-24.43%
--
2021
41.82%
--
2020
-8.01%
-4.49%
2019
31.09%
27.28%
2018
-4.61%
-5.97%
2017
--
6.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.36% 0.31% 16.38% --
2023 1.22% 1.05% -6.31% 16.23%
2022 -5.10% -14.58% -10.76% 4.46%
2021 7.68% 12.22% 0.25% 17.06%
2020 -23.69% 8.61% 3.34% 7.40%
2019 15.84% 2.95% 9.02% 0.83%
2018 -6.73% 7.33% 1.27% -5.91%
2017 0.84% 2.66% -- --

Rank in Category (By Total Return)

YTD 23
1-Month 14
3-Month 17
1-Year 56
3-Year 18
5-Year 58

Load Adjusted Returns

1-Year 33.39%
3-Year 1.19%
5-Year 3.71%
10-Year 6.33%

Performance & Risk

YTD Return 11.32%
5y Average Return 4.04%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family American Century Investments
Net Assets 716.09M
YTD Return 12.54%
Yield 2.14%
Morningstar Rating
Inception Date Apr 10, 2017

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets in equity securities issued by real estate investment trusts (REITs) and other companies engaged in the real estate industry. The portfolio managers look for real estate securities they believe will provide superior returns, focusing on companies with the potential for stock price appreciation, plus sustainable growth of cash flow to investors. The fund is non-diversified.

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