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American Century Balanced R5 (ABGNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.35+0.09 (+0.47%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.38%
5-year average return7.58%
Number of years up4
Number of years down2
Best 1-yr total return (1 July 2024)19.79%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return19.79%
Worst 3-yr total return2.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABGNXCategory
YTD5.60%9.69%
1-month3.46%0.91%
3-month1.63%5.21%
1-year15.87%27.06%
3-year3.11%11.00%
5-year8.18%10.26%
10-year6.76%8.34%
Last bull market18.83%15.58%
Last bear market-12.29%-12.16%

Annual total return (%) history

Year
ABGNXCategory
2024
N/AN/A
2023
16.41%N/A
2022
-17.23%N/A
2021
16.26%N/A
2020
12.88%11.72%
2019
19.79%19.23%
2018
-3.72%-5.76%
2017
N/A13.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.27%1.61%N/AN/A
20235.46%4.01%-3.38%9.84%
2022-6.55%-12.29%-4.67%5.93%
20213.96%4.57%0.10%6.84%
2020-10.43%13.33%4.73%6.18%
20199.43%3.37%1.45%4.39%
2018-0.34%1.67%3.95%-8.60%
20173.17%4.23%N/AN/A

Rank in category (by total return)

YTD34
1-month30
3-month83
1-year36
3-year38
5-year38

Load adjusted returns

1-year15.87%
3-year3.11%
5-year8.18%
10-year6.76%