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Funds (13F)

American Century Companies Inc

Backtest from 26 Jul 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+13.4%
S&P 500 +13.8%
Last 12 months
+10.7%
S&P 500 +12.1%
Sharpe ratio
0.72
S&P 500 0.77
Biggest drop
−32.2%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $55.9k$52.9k
StrategyS&P 500 $10,000 in American Century Companies Inc from 26 Jul 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies American Century Companies Inc's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

American Century Companies Inc's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+13.4%+13.8%
Total return+429%+459%
Last 12 months+10.7%+12.1%
Last 3 months−0.9%—
Last month−1.9%—
This year so far+8.2%—
Volatility a year16.5%16.0%
Sharpe ratio0.720.77
Biggest drop−32.2%−31.8%
Beta to the S&P 5001.021.00
Alpha a year (t-statistic)−0.6% (−0.91)—
Share of weeks up59%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
NVDA5.8%——
GOOGL2.9%——
AMZN2.8%——
AAPL2.6%——
MSFT2.6%——
META1.4%——
TSM1.4%——
AVGO1.4%——
TSLA1.4%——
LLY1.3%——
MU1.2%——
MA1.1%——
AMAT1.0%——
NFLX0.8%——
LRCX0.7%——
COST0.6%——
JPM0.6%——
APH0.6%——
AMD0.5%——
NET0.5%——
VRT0.5%——
DDOG0.5%——
CIEN0.4%——
HWM0.4%——
CDNS0.4%——
ISRG0.4%——
JNJ0.4%——
GEV0.3%——
ASML0.3%——
SNOW0.3%——
GLW0.3%——
MRSH0.3%——
MRK0.3%——
KMB0.3%——
KLAC0.3%——
PLTR0.3%——
TJX0.3%——
UNH0.3%——
ADI0.3%——
ALNY0.3%——
SNPS0.3%——
BDX0.3%——
CAT0.3%——
WMB0.3%——
VZ0.3%——
VSAT0.2%——
GILD0.2%——
VIK0.2%——
IBKR0.2%——
MDT0.2%——
GS0.2%——
NSC0.2%——
PKG0.2%——
QCOM0.2%——
PL0.2%——
DUK0.2%——
APP0.2%——
SCHW0.2%——
CSX0.2%——
EPD0.2%——
USB0.2%——
ALL0.2%——
ORCL0.2%——
IDXX0.2%——
AXP0.2%——
TFC0.2%——
UNP0.2%——
ABBV0.2%——
TGT0.2%——
PANW0.2%——
OKTA0.2%——
PEP0.2%——
PGR0.2%——
CSCO0.2%——
MS0.2%——
BKR0.2%——
CMG0.2%——
FANG0.2%——
ASND0.2%——
DE0.2%——
C0.2%——
TRGP0.2%——
CVX0.2%——
WFC0.2%——
TRP0.2%——
OC0.2%——
AGX0.2%——
PLXS0.2%——
AMP0.2%——
GE0.2%——
SNEX0.2%——
CBSH0.2%——
NOW0.2%——
COR0.2%——
MATX0.2%——
NTRS0.2%——
WMT0.2%——
TXN0.2%——
WELL0.2%——
LNG0.2%——
RGA0.1%——
ETN0.1%——
FIX0.1%——
CRWD0.1%——
EOG0.1%——
JCI0.1%——
LNTH0.1%——
CL0.1%——
AOS0.1%——
RCL0.1%——
HSIC0.1%——
VRTX0.1%——
COP0.1%——
WAB0.1%——
PLD0.1%——
HOOD0.1%——
MGY0.1%——
LEA0.1%——
AYI0.1%——
GNTX0.1%——
ALK0.1%——
OGS0.1%——
FICO0.1%——
FLEX0.1%——
V0.1%——
CMI0.1%——
IRDM0.1%——
BAC0.1%——
TRV0.1%——
AX0.1%——
BLK0.1%——
RKLB0.1%——
LIN0.1%——
UPS0.1%——
M0.1%——
OSCR0.1%——
BC0.1%——
WMS0.1%——
AVT0.1%——
COLB0.1%——
CBT0.1%——
AZN0.1%——
AROC0.1%——
GATX0.1%——
CNP0.1%——
CW0.1%——
GM0.1%——
VSH0.1%——
CTAS0.1%——
DAL0.1%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest26 Jul 2013 to 2 Nov 2026+13.4%+13.8%0.720.77−32.2%1.02−0.6% (−0.91)
2018 onwards5 Jan 2018 to 2 Nov 2026+12.7%+13.9%0.580.66−32.2%1.03−1.3% (−1.38)
Last three years3 Nov 2023 to 2 Nov 2026+18.8%+21.8%0.961.16−19.3%1.00−2.5% (−1.23)
Last year7 Nov 2025 to 2 Nov 2026+12.3%+14.2%0.730.84−8.1%0.88−0.6% (−0.14)
DateCompanyAction
14 Aug 2026ZVRABought
14 Aug 2026YSWYBought
14 Aug 2026YMMBought
14 Aug 2026XZOBought
14 Aug 2026XFORBought
14 Aug 2026XERSBought
14 Aug 2026WYYBought
14 Aug 2026WOLFBought
14 Aug 2026WLTHBought
14 Aug 2026WHWKBought
14 Aug 2026WHKBought
14 Aug 2026VYXBought
14 Aug 2026VTEXBought
14 Aug 2026VRNSBought
14 Aug 2026VOXRBought
14 Aug 2026VNOBought
14 Aug 2026VISNBought
14 Aug 2026VGNTBought
14 Aug 2026VERXBought
14 Aug 2026VCELBought
14 Aug 2026USARBought
14 Aug 2026UMACBought
14 Aug 2026TUYABought
14 Aug 2026TSATBought
14 Aug 2026TRIBought

Dated at the rebalance that made the change.

DateCompanyAction
14 Aug 2026ZYMESold
14 Aug 2026WYSold
14 Aug 2026WIXSold
14 Aug 2026WHRSold
14 Aug 2026TYRASold
14 Aug 2026TXNMSold
14 Aug 2026TSSISold
14 Aug 2026TREESold
14 Aug 2026TNDMSold
14 Aug 2026STTKSold
14 Aug 2026STOKSold
14 Aug 2026SSPSold
14 Aug 2026SMRTSold
14 Aug 2026SITCSold
14 Aug 2026SGUSold
14 Aug 2026SESSold
14 Aug 2026RPCSold
14 Aug 2026REPLSold
14 Aug 2026RDNWSold
14 Aug 2026RARESold
14 Aug 2026QSSold
14 Aug 2026PROPSold
14 Aug 2026PRMSold
14 Aug 2026PRLDSold
14 Aug 2026PLNTSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest