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AABHX: American Century One Choice Blend+ 2020 Portfolio R6 Class (MUTUAL FUND)
Basic Info 9.54 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 | 3.06% |
Expenses | 0.23% |
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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(%) | -1.1 | -0.3 | 6.0 | 0.4 | 1.0 | 11.2 | -12.9 | 6.7 |
Sharpe Ratio | NA | -0.12 | 0.55 | -0.15 | -0.1 | 1.1 | -1.26 | 1.57 |
Draw Down(%) | NA | 1.9 | 6.0 | 18.8 | 18.8 | 6.0 | 18.0 | 3.1 |
Standard Deviation(%) | NA | 5.6 | 6.1 | 8.1 | 8.1 | 6.3 | 11.3 | 5.2 |
Treynor Ratio | NA | -0.02 | 0.09 | -0.03 | -0.02 | 0.2 | -0.33 | 0.22 |
Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 |
Beta | NA | 0.36 | 0.36 | 0.4 | 0.4 | 0.35 | 0.43 | 0.38 |
RSquared | NA | 0.56 | 0.53 | 0.79 | 0.79 | 0.55 | 0.88 | 0.85 |
Yield(%) | N/A | 0.0 | 2.6 | 2.6 | N/A | 2.7 | 2.7 | 2.7 |
Dividend Growth(%) | N/A | -100.0 | -14.3 | N/A | N/A | -14.3 | 3.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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