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AAAHX: American Century One Choice Blend+ 2015 Portfolio I 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 | 4.78% |
| 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 | 4.7 | 2.7 | 1.6 | 7.0 | 10.8 | -12.7 | 5.6 |
| Sharpe Ratio | NA | -1.08 | 0.19 | -0.06 | -0.1 | 0.62 | 1.17 | -1.32 | 1.47 |
| Draw Down(%) | NA | 7.0 | 7.0 | 12.0 | 18.3 | 3.1 | 6.0 | 17.5 | 2.9 |
| Standard Deviation(%) | NA | 10.1 | 7.1 | 8.0 | 7.5 | 5.5 | 6.1 | 10.7 | 4.7 |
| Treynor Ratio | NA | -0.34 | 0.04 | -0.01 | -0.02 | 0.1 | 0.21 | -0.35 | 0.2 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 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 | 0.78 | 0.79 | 0.69 | 0.59 | 0.87 | 0.87 |
| Yield(%) | N/A | 0.7 | N/A | N/A | N/A | 4.1 | 3.0 | 2.5 | 2.4 |
| Dividend Growth(%) | N/A | -82.4 | N/A | N/A | N/A | 44.8 | 0.7 | 11.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/2021
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