TWEIX
American Century Equity Income Fund Investor Class
Mutual fund
$9.12+0.04 (+0.44%)Close Oct 2, 2026
Jul 29, 1994 – Oct 2, 2026, Dividends reinvested
- Final balance
- $197,948
- CAGR
- +9.72%
- Max drawdown
- −39.30%
- Sharpe ratio
- 0.77
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.03%
- 3M
- −0.92%
- 6M
- +5.91%
- YTD
- +9.65%
- 1Y
- +11.74%
- 3Y
- +13.01%
- 5Y
- +7.70%
- 10Y
- +8.58%
- 15Y
- +10.30%
- 20Y
- +7.79%
- 25Y
- +8.37%
- 30Y
- +9.26%
- Since 1994
- +9.72%
Metrics
Since 1994| Volatility | 13.13% |
|---|---|
| Sortino ratio | 1.09 |
| Calmar ratio | 0.25 |
| Best year, 1997 | +28.11% |
| Worst year, 2008 | −20.03% |
| Positive years | 26 of 31 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 1994| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −39.3% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −32.8% | Feb 2020 | Mar 2020 | Jan 2021 | 11 months |
| −20.1% | Mar 2002 | Oct 2002 | Jun 2003 | 1.2 years |
| −19.4% | Jul 1999 | Feb 2000 | Oct 2000 | 1.3 years |
| −15.0% | May 2011 | Aug 2011 | Jan 2012 | 8 months |
Annual returns
1994 from Jul 29 · 2026 through Oct 2