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AABZX: American Century One Choice Blend+ 2030 Portfolio A Class (MUTUAL FUND)
Basic Info 9.55 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 | 2.17% |
Expenses | 0.58% |
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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(%) | -1.4 | 0.1 | 7.2 | -0.0 | 0.6 | 12.6 | -14.7 | 6.0 |
Sharpe Ratio | NA | 0.31 | 0.76 | -0.15 | -0.11 | 1.12 | -1.15 | 1.09 |
Draw Down(%) | NA | 2.1 | 7.5 | 21.7 | 21.7 | 7.5 | 20.5 | 4.1 |
Standard Deviation(%) | NA | 6.5 | 6.9 | 10.0 | 9.9 | 7.5 | 14.0 | 6.7 |
Treynor Ratio | NA | 0.04 | 0.11 | -0.03 | -0.02 | 0.17 | -0.3 | 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 | 0.48 | 0.54 | 0.5 |
RSquared | NA | 0.72 | 0.73 | 0.88 | 0.88 | 0.76 | 0.93 | 0.89 |
Yield(%) | N/A | 0.0 | 1.9 | 2.2 | N/A | 2.0 | 2.6 | 2.5 |
Dividend Growth(%) | N/A | -100.0 | -37.0 | N/A | N/A | -37.0 | 8.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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