Find A Portfolio/Ticker
Comparison Box
AABGX: American Century One Choice Blend+ 2020 Portfolio R Class (MUTUAL FUND)
Basic Info 9.82 0(0.0%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.23% |
Expenses | 0.23% |
Sign up to get fund ranking change alerts |
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(%) | 0.4 | 2.7 | 10.6 | 1.3 | 1.1 | 10.1 | -13.6 | 5.9 |
Sharpe Ratio | NA | 1.25 | 1.08 | -0.12 | -0.14 | 0.94 | -1.33 | 1.44 |
Draw Down(%) | NA | 1.5 | 6.3 | 19.5 | 19.5 | 6.3 | 18.6 | 3.2 |
Standard Deviation(%) | NA | 5.6 | 5.9 | 8.1 | 8.0 | 6.3 | 11.3 | 5.1 |
Treynor Ratio | NA | 0.19 | 0.17 | -0.02 | -0.03 | 0.17 | -0.35 | 0.2 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.02 | -0.01 | -0.03 | 0.0 |
Beta | NA | 0.36 | 0.37 | 0.4 | 0.4 | 0.35 | 0.43 | 0.37 |
RSquared | NA | 0.59 | 0.57 | 0.8 | 0.8 | 0.58 | 0.88 | 0.84 |
*: 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 |