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AAAFX: American Century One Choice Blend+ 2015 Portfolio Investor Class (MUTUAL FUND)
Basic Info 9.5 0.03(0.31%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (14%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.66% |
Expenses | 1.08% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/11/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 0.1 | 6.0 | 0.0 | 0.6 | 10.7 | -12.9 | 5.6 |
Sharpe Ratio | NA | -0.88 | 0.28 | -0.3 | -0.22 | 1.02 | -1.33 | 1.44 |
Draw Down(%) | NA | 3.1 | 6.1 | 18.5 | 18.5 | 6.1 | 17.7 | 2.9 |
Standard Deviation(%) | NA | 5.7 | 6.2 | 7.8 | 7.7 | 6.4 | 10.8 | 4.8 |
Treynor Ratio | NA | -0.14 | 0.05 | -0.06 | -0.05 | 0.19 | -0.36 | 0.2 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.02 | 0.0 | -0.03 | 0.0 |
Beta | NA | 0.37 | 0.37 | 0.38 | 0.38 | 0.34 | 0.4 | 0.35 |
RSquared | NA | 0.58 | 0.52 | 0.77 | 0.77 | 0.51 | 0.87 | 0.83 |
Yield(%) | N/A | 0.0 | 2.7 | 2.3 | N/A | 2.8 | 2.4 | 2.2 |
Dividend Growth(%) | N/A | -100.0 | 0.0 | N/A | N/A | 0.0 | 13.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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