The fund shows Beta (market volatility) of 0.57 which signifies that as returns on market increase, American returns are expected to increase less than the market. However during bear market, the loss on holding American will be expected to be smaller as well.. Even though it is essential to pay attention to American Century Real
historical returns, it is always good to be careful when utilizing equity current trading patterns. Macroaxis philosophy in foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators
. American Century Real Estate Instl exposes twenty-one different technical indicators which can help you to evaluate its performance.
Relative Risk vs. Return Landscape
If you would invest 2,382
in American Century Real Estate Instl on November 12, 2013
and sell it today you would lose (24.00)
from holding American Century Real Estate Instl or give up 1.01%
of portfolio value over 30
days. American Century Real Estate Instl is currently producing negative expected returns and takes up 0.74% volatility of returns over 30 trading days. Put another way, 7% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
Assuming 30 trading days horizon, American Century Real Estate Instl is expected to under-perform the market. In addition to that, the company is 1.42 times more volatile than its market benchmark. It trades about -0.03 of its total potential returns per unit of risk. The S&P 500 is currently generating roughly 0.08 per unit of volatility.
Manager Realized Returns
The manager joined American Century Investments in 2009 as an Investment Analyst and became a portfolio manager in 2013. Prior to joining American Century Investments he was an associate vice president at Barclays Capital and Lehman Brothers. He has a bachelors degree in economics and a Master of Accounting from the University of Michigan.. . Under normal market conditions, the fund invests at least 80% of its assets in equity securities issued by real estate investment trusts and companies engaged in the real estate industry
American Price to Book
Based on latest financial disclosure the price to book indicator of American Century Real Estate Instl is roughly 2.44 times. This is 59.48% higher than that of American Century Investments family, and 20.0% higher than that of Real Estate
category, The Price to Book for all funds is 159.57% lower than the firm.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
American Year to Date Return
American Century Real Estate Instl has Year to Date Return of 5.97%. This is 41.47% lower than that of American Century Investments family, and 75.24% higher than that of Real Estate
category, The Year to Date Return for all funds is 13.07% lower than the firm.
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.