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AABVX: American Century One Choice Blend+ 2025 Portfolio R6 Class (MUTUAL FUND)
Basic Info 9.49 0.01(0.11%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.94% |
Expenses | 1.08% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/11/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.8 | 0.0 | 6.8 | 0.3 | 1.0 | 12.1 | -13.4 | 6.3 |
Sharpe Ratio | NA | 0.15 | 0.69 | -0.13 | -0.08 | 1.18 | -1.19 | 1.35 |
Draw Down(%) | NA | 2.0 | 6.5 | 19.9 | 19.9 | 6.5 | 18.9 | 3.5 |
Standard Deviation(%) | NA | 6.1 | 6.4 | 8.9 | 8.8 | 6.7 | 12.5 | 5.8 |
Treynor Ratio | NA | 0.02 | 0.1 | -0.02 | -0.02 | 0.19 | -0.31 | 0.18 |
Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 |
Beta | NA | 0.42 | 0.43 | 0.46 | 0.45 | 0.4 | 0.48 | 0.43 |
RSquared | NA | 0.66 | 0.66 | 0.84 | 0.84 | 0.67 | 0.91 | 0.87 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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