Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMAEX (American Century Small Cap Dividend Investor Class) | 21.16% | 24.99% | 11.46% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMAEX (American Century Small Cap Dividend Investor Class) | 04/05/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | 24.99 | 11.46 | NA | NA | NA | NA | … | … | 21.16 | -4.41 | 11.05 | 8.86 | -5.48 |
| Sharpe Ratio | NA | 1.24 | 0.44 | NA | NA | NA | NA | … | … | 2.63 | -0.33 | 0.43 | 0.28 | -0.40 |
| Standard Deviation(%) | NA | 16.81 | 18.68 | NA | NA | NA | NA | … | … | 16.07 | 21.95 | 17.13 | 18.78 | 22.92 |
| Draw Down(%) | NA | 10.70 | 23.97 | NA | NA | NA | NA | … | … | 10.14 | 22.08 | 8.33 | 19.72 | 16.30 |
| Yield(%) | 0.00 | 2.18 | 2.08 | 1.67 | 0.84 | 0.56 | 0.42 | … | … | 0.00 | 2.42 | 1.50 | 2.12 | 2.36 |
Data as of 06/11/2026, Common starting date is 04/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAEX (American Century Small Cap Dividend Investor Class) |
1.57%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAEX (American Century Small Cap Dividend Investor Class) |
12.58%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart