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American Century Strategic Allocation: Aggressive Fund (TWSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.03+0.03 (+0.37%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.93%
5-year average return8.78%
Number of years up19
Number of years down8
Best 1-yr total return (4 July 2024)25.99%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return25.99%
Worst 3-yr total return3.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTWSAXCategory
YTD6.85%11.35%
1-month0.76%0.99%
3-month0.38%5.92%
1-year13.06%32.83%
3-year2.65%11.75%
5-year8.81%11.53%
10-year7.51%8.98%
Last bull market20.32%17.67%
Last bear market-12.89%-15.71%

Annual total return (%) history

Year
TWSAXCategory
2024
N/AN/A
2023
15.26%N/A
2022
-15.42%N/A
2021
14.95%N/A
2020
18.39%13.51%
2019
24.38%21.35%
2018
-7.97%-7.93%
2017
19.24%15.80%
2016
6.55%7.93%
2015
-1.36%-2.77%
2014
6.95%5.71%
2013
19.84%21.31%
2012
15.02%13.42%
2011
-1.93%-3.80%
2010
15.31%13.49%
2009
25.99%29.37%
2008
-33.74%-34.34%
2007
14.88%7.43%
2006
14.13%13.07%
2005
7.69%7.35%
2004
11.61%10.93%
2003
27.84%25.10%
2002
-14.03%-14.51%
2001
-9.27%-9.67%
2000
-2.50%-1.68%
1999
33.83%20.12%
1998
13.80%10.44%
1997
16.23%18.36%
1996
N/A18.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.45%0.38%N/AN/A
20235.45%3.30%-3.47%9.62%
2022-5.94%-12.89%-5.33%9.03%
20214.80%5.64%-0.67%4.52%
2020-18.47%19.13%7.61%13.27%
201911.49%3.70%0.89%6.64%
20180.24%0.72%3.22%-11.69%
20175.89%3.46%4.30%4.36%
20160.27%1.62%4.65%-0.08%
20153.19%-0.24%-7.39%3.47%
20141.68%3.69%-1.67%3.17%
20136.26%0.35%5.61%6.41%
201211.46%-3.18%4.93%1.58%
20114.53%0.88%-14.02%8.16%
20103.86%-8.12%11.36%8.51%
2009-6.18%13.17%13.40%4.63%
2008-8.23%0.66%-12.80%-17.75%
20072.38%6.62%5.10%0.14%
20065.44%-1.69%2.83%7.07%
2005-1.17%1.05%5.06%2.64%
20043.73%-0.69%-0.70%9.10%
2003-2.55%13.62%4.11%10.90%
20021.23%-6.55%-12.40%3.75%
2001-9.24%4.41%-10.92%7.48%
20008.31%-5.29%1.05%-5.94%
19990.71%6.92%-0.84%25.34%
199811.11%2.24%-11.09%12.68%
1997-2.39%11.65%8.42%-1.63%
19964.19%2.30%2.80%N/A

Rank in category (by total return)

YTD60
1-month64
3-month70
1-year64
3-year67
5-year24

Load adjusted returns

1-year13.06%
3-year2.65%
5-year8.81%
10-year7.51%