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AAAFX: American Century One Choice Blend+ 2015 Portfolio Investor Class (MUTUAL FUND)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/11/2021 |
| Last Dividend Date: | 04/08/2025 |
| 12-Mo. Yield | 4.52% |
| Expenses | 1.08% |
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Performance Analytics (As of 04/17/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | -2.4 | 4.5 | 2.5 | 1.4 | 6.8 | 10.7 | -12.9 | 5.6 |
| Sharpe Ratio | NA | -1.09 | 0.16 | -0.09 | -0.12 | 0.57 | 1.14 | -1.34 | 1.44 |
| Draw Down(%) | NA | 7.1 | 7.1 | 12.1 | 18.5 | 3.1 | 6.1 | 17.7 | 2.9 |
| Standard Deviation(%) | NA | 10.2 | 7.2 | 8.1 | 7.6 | 5.6 | 6.2 | 10.8 | 4.8 |
| Treynor Ratio | NA | -0.34 | 0.03 | -0.02 | -0.02 | 0.09 | 0.2 | -0.36 | 0.2 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.03 | 0.0 |
| Beta | NA | 0.32 | 0.33 | 0.37 | 0.37 | 0.35 | 0.35 | 0.4 | 0.35 |
| RSquared | NA | 0.85 | 0.8 | 0.77 | 0.79 | 0.68 | 0.58 | 0.87 | 0.86 |
| Yield(%) | N/A | 0.6 | N/A | N/A | N/A | 3.9 | 2.8 | 2.4 | 2.2 |
| Dividend Growth(%) | N/A | -82.8 | N/A | N/A | N/A | 48.0 | 0.3 | 11.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/2021
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