Nasdaq - Delayed Quote USD
American Century Real Estate I (REAIX)
As of 8:06 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.16% |
| 5y Average Return | 3.88% |
| Number of Years Up | 19 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Nov 6, 2024) | 41.59% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 41.59% |
| Worst 3Y Total Return | -0.63% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
REAIX
Category
- YTD
- 12.38%
- 20.43%
- 1-Month
- -2.30%
- 2.69%
- 3-Month
- 6.92%
- 11.34%
- 1-Year
- 33.19%
- 36.79%
- 3-Year
- 1.03%
- 10.81%
- 5-Year
- 3.55%
- 7.03%
- 10-Year
- 6.26%
- 9.08%
- Last Bull Market
- 16.88%
- 31.03%
- Last Bear Market
- -14.61%
- -16.60%
Annual Total Return (%) History
Year
REAIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -1.39% | 0.27% | 16.33% | -- |
| 2023 | 1.23% | 1.02% | -6.39% | 16.22% |
| 2022 | -5.13% | -14.61% | -10.79% | 4.37% |
| 2021 | 7.64% | 12.18% | 0.21% | 17.01% |
| 2020 | -23.73% | 8.57% | 3.34% | 7.35% |
| 2019 | 15.85% | 2.88% | 9.01% | 0.78% |
| 2018 | -6.79% | 7.33% | 1.24% | -5.99% |
| 2017 | 0.32% | 1.56% | 0.80% | 2.62% |
| 2016 | 5.07% | 6.88% | -1.59% | -4.16% |
| 2015 | 5.36% | -10.54% | 2.04% | 7.01% |
| 2014 | 9.45% | 7.06% | -3.00% | 14.33% |
| 2013 | 6.38% | -1.97% | -2.80% | 0.12% |
| 2012 | 10.67% | 3.58% | 0.50% | 2.45% |
| 2011 | 6.80% | 4.49% | -13.62% | 16.00% |
| 2010 | 9.91% | -3.55% | 11.78% | 8.97% |
| 2009 | -32.86% | 30.43% | 33.22% | 8.76% |
| 2008 | 2.45% | -5.40% | 4.35% | -43.76% |
| 2007 | 3.47% | -9.15% | 3.38% | -13.17% |
| 2006 | 14.21% | -0.54% | 8.88% | 9.12% |
| 2005 | -5.83% | 13.69% | 4.39% | 4.02% |
| 2004 | 11.43% | -4.52% | 8.12% | 12.89% |
| 2003 | 3.22% | 12.21% | 10.74% | 9.16% |
| 2002 | 7.84% | 5.45% | -7.31% | 0.30% |
| 2001 | -0.74% | 9.81% | -2.52% | 4.35% |
| 2000 | 1.40% | 10.98% | 8.20% | 4.72% |
| 1999 | -4.16% | 12.15% | -9.36% | 0.10% |
| 1998 | -0.63% | -4.60% | -13.23% | -0.14% |
| 1997 | 14.61% | 0.41% | -- | -- |
Rank in Category (By Total Return)
| YTD | 25 |
| 1-Month | 14 |
| 3-Month | 18 |
| 1-Year | 59 |
| 3-Year | 20 |
| 5-Year | 62 |
Load Adjusted Returns
| 1-Year | 33.19% |
| 3-Year | 1.03% |
| 5-Year | 3.55% |
| 10-Year | 6.26% |
Performance & Risk
| YTD Return | 11.16% |
| 5y Average Return | 3.88% |
| Rank in Category (ytd) | 25 |
| % 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 | 12.38% |
| Yield | 2.01% |
| 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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