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AAAMX: American Century One Choice Blend+ 2020 Portfolio Investor Class (MUTUAL FUND)
Basic Info 9.84 0.01(0.10%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.72% |
Expenses | 0.23% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/11/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 2.8 | 11.2 | 1.8 | 1.7 | 10.8 | -13.2 | 6.4 |
Sharpe Ratio | NA | 1.35 | 1.17 | -0.05 | -0.07 | 1.03 | -1.29 | 1.52 |
Draw Down(%) | NA | 1.5 | 6.1 | 19.0 | 19.0 | 6.1 | 18.2 | 3.1 |
Standard Deviation(%) | NA | 5.5 | 6.0 | 8.1 | 8.1 | 6.4 | 11.3 | 5.2 |
Treynor Ratio | NA | 0.21 | 0.19 | -0.01 | -0.01 | 0.19 | -0.34 | 0.21 |
Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.03 | 0.0 |
Beta | NA | 0.36 | 0.37 | 0.4 | 0.4 | 0.35 | 0.43 | 0.38 |
RSquared | NA | 0.58 | 0.53 | 0.79 | 0.79 | 0.54 | 0.88 | 0.86 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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