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AABQX: American Century One Choice Blend+ 2025 Portfolio A Class (MUTUAL FUND)
Basic Info 10.49 0.02(0.19%) July 03
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/11/2021 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 3.63% |
| Expenses | 1.08% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 6.7 | 10.1 | 8.6 | 3.6 | 7.4 | 11.4 | -14.0 | 5.8 |
| Sharpe Ratio | NA | 1.08 | 0.82 | 0.62 | 0.14 | 0.62 | 1.16 | -1.23 | 1.25 |
| Draw Down(%) | NA | 7.5 | 7.5 | 11.2 | 20.3 | 3.4 | 6.6 | 19.3 | 3.5 |
| Standard Deviation(%) | NA | 10.0 | 8.3 | 8.4 | 8.6 | 6.1 | 6.7 | 12.5 | 5.8 |
| Treynor Ratio | NA | 0.28 | 0.18 | 0.12 | 0.03 | 0.09 | 0.19 | -0.32 | 0.17 |
| Alpha | NA | 0.02 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 |
| Beta | NA | 0.39 | 0.38 | 0.43 | 0.44 | 0.4 | 0.4 | 0.48 | 0.43 |
| RSquared | NA | 0.9 | 0.87 | 0.81 | 0.85 | 0.74 | 0.66 | 0.91 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | 3.8 | 2.1 | 2.3 | 2.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | 92.0 | -22.7 | -8.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/2021
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