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AAAKX: American Century One Choice Blend+ 2015 Portfolio R Class (MUTUAL FUND)
Basic Info 9.43 0(0.0%) April 19
Asset Class: | EQUITY |
MyPlanIQ Rating: | (14%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.17% |
Expenses | 1.08% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/11/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.2 | -0.5 | 4.9 | -0.6 | -0.1 | 10.0 | -13.2 | 5.0 |
Sharpe Ratio | NA | -0.25 | 0.37 | -0.28 | -0.24 | 0.94 | -1.37 | 1.32 |
Draw Down(%) | NA | 2.0 | 6.2 | 18.8 | 18.8 | 6.2 | 17.9 | 2.9 |
Standard Deviation(%) | NA | 5.7 | 5.9 | 7.7 | 7.6 | 6.1 | 10.7 | 4.7 |
Treynor Ratio | NA | -0.04 | 0.06 | -0.06 | -0.05 | 0.17 | -0.37 | 0.18 |
Alpha | NA | -0.04 | -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 | 0.59 | 0.57 | 0.78 | 0.78 | 0.56 | 0.87 | 0.84 |
Yield(%) | N/A | 0.0 | 2.2 | 1.9 | N/A | 2.3 | 2.0 | 1.8 |
Dividend Growth(%) | N/A | -100.0 | -4.8 | N/A | N/A | -4.8 | 16.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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