Find A Portfolio/Ticker
Comparison Box
AABQX: American Century One Choice Blend+ 2025 Portfolio A Class (MUTUAL FUND)
Basic Info 9.53 0.04(0.42%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (14%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.35% |
Expenses | 1.08% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/11/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 0.4 | 7.0 | -0.1 | 0.6 | 11.4 | -14.0 | 5.8 |
Sharpe Ratio | NA | -0.73 | 0.36 | -0.27 | -0.2 | 1.07 | -1.23 | 1.24 |
Draw Down(%) | NA | 3.4 | 6.6 | 20.3 | 20.3 | 6.6 | 19.3 | 3.5 |
Standard Deviation(%) | NA | 6.0 | 6.4 | 8.9 | 8.8 | 6.7 | 12.5 | 5.8 |
Treynor Ratio | NA | -0.11 | 0.05 | -0.05 | -0.04 | 0.18 | -0.32 | 0.17 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 |
Beta | NA | 0.41 | 0.42 | 0.46 | 0.46 | 0.4 | 0.48 | 0.43 |
RSquared | NA | 0.65 | 0.65 | 0.84 | 0.84 | 0.66 | 0.91 | 0.87 |
Yield(%) | N/A | 0.0 | 2.1 | 2.3 | N/A | 2.2 | 2.3 | 2.7 |
Dividend Growth(%) | N/A | -100.0 | -20.8 | N/A | N/A | -20.8 | -11.1 | N/A |
*: 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 |