Find A Portfolio/Ticker
Comparison Box
AAAJX: American Century One Choice Blend+ 2015 Portfolio A Class (MUTUAL FUND)
Basic Info 9.49 0.03(0.32%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (14%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.42% |
Expenses | 1.08% |
Sign up to get fund ranking change alerts |
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 | 0.0 | 5.7 | -0.2 | 0.3 | 10.4 | -13.0 | 5.3 |
Sharpe Ratio | NA | -0.96 | 0.25 | -0.33 | -0.26 | 1.0 | -1.34 | 1.38 |
Draw Down(%) | NA | 3.1 | 6.1 | 18.7 | 18.7 | 6.1 | 17.8 | 2.9 |
Standard Deviation(%) | NA | 5.6 | 5.9 | 7.7 | 7.7 | 6.2 | 10.8 | 4.7 |
Treynor Ratio | NA | -0.15 | 0.04 | -0.07 | -0.05 | 0.18 | -0.36 | 0.19 |
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 | 0.34 |
RSquared | NA | 0.6 | 0.58 | 0.78 | 0.78 | 0.57 | 0.87 | 0.83 |
Yield(%) | N/A | 0.0 | 2.4 | 2.1 | N/A | 2.5 | 2.2 | 2.0 |
Dividend Growth(%) | N/A | -100.0 | -4.3 | N/A | N/A | -4.3 | 15.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |