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AABEX: American Century One Choice Blend+ 2020 Portfolio A Class (MUTUAL FUND)
Basic Info 9.61 0.04(0.42%) April 26
Asset Class: | EQUITY |
MyPlanIQ Rating: | (14%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.48% |
Expenses | 0.23% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/11/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 0.5 | 6.6 | -0.1 | 0.6 | 10.4 | -13.4 | 6.1 |
Sharpe Ratio | NA | -0.9 | 0.27 | -0.3 | -0.23 | 0.99 | -1.31 | 1.47 |
Draw Down(%) | NA | 3.2 | 6.2 | 19.2 | 19.2 | 6.2 | 18.4 | 3.2 |
Standard Deviation(%) | NA | 5.6 | 6.0 | 8.1 | 8.0 | 6.3 | 11.3 | 5.1 |
Treynor Ratio | NA | -0.14 | 0.04 | -0.06 | -0.05 | 0.17 | -0.35 | 0.2 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.02 | 0.0 | -0.03 | 0.0 |
Beta | NA | 0.36 | 0.38 | 0.4 | 0.4 | 0.36 | 0.43 | 0.37 |
RSquared | NA | 0.58 | 0.59 | 0.8 | 0.8 | 0.59 | 0.88 | 0.85 |
Yield(%) | N/A | 0.0 | 2.0 | 2.0 | N/A | 2.0 | 2.2 | 2.2 |
Dividend Growth(%) | N/A | -100.0 | -21.7 | N/A | N/A | -21.7 | 4.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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