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AABWX: American Century One Choice Blend+ 2030 Portfolio Investor Class (MUTUAL FUND)
Basic Info 9.56 0.01(0.10%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.41% |
Expenses | 0.58% |
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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(%) | -2.0 | 0.3 | 7.5 | 0.1 | 0.9 | 12.7 | -14.5 | 6.2 |
Sharpe Ratio | NA | 0.38 | 0.78 | -0.12 | -0.09 | 1.16 | -1.13 | 1.13 |
Draw Down(%) | NA | 2.2 | 7.4 | 21.6 | 21.6 | 7.4 | 20.4 | 4.0 |
Standard Deviation(%) | NA | 6.4 | 6.9 | 10.0 | 9.9 | 7.4 | 14.1 | 6.7 |
Treynor Ratio | NA | 0.05 | 0.11 | -0.02 | -0.02 | 0.18 | -0.29 | 0.15 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 |
Beta | NA | 0.47 | 0.49 | 0.52 | 0.52 | 0.47 | 0.55 | 0.51 |
RSquared | NA | 0.74 | 0.74 | 0.88 | 0.88 | 0.76 | 0.93 | 0.9 |
Yield(%) | N/A | 0.0 | 2.2 | 2.5 | N/A | 2.3 | 2.8 | 2.7 |
Dividend Growth(%) | N/A | -100.0 | -31.0 | N/A | N/A | -31.0 | 7.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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