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AACHX: American Century One Choice Blend+ 2030 Portfolio R Class (MUTUAL FUND)
Basic Info 9.65 0.01(0.10%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (14%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.93% |
Expenses | 0.58% |
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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(%) | 0.9 | 1.2 | 8.1 | 0.2 | 0.7 | 12.3 | -15.0 | 5.8 |
Sharpe Ratio | NA | -0.55 | 0.45 | -0.25 | -0.19 | 1.08 | -1.17 | 1.06 |
Draw Down(%) | NA | 3.6 | 7.5 | 21.9 | 21.9 | 7.5 | 20.7 | 4.2 |
Standard Deviation(%) | NA | 6.6 | 7.1 | 10.0 | 9.9 | 7.5 | 14.1 | 6.8 |
Treynor Ratio | NA | -0.08 | 0.06 | -0.05 | -0.03 | 0.17 | -0.3 | 0.14 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 |
Beta | NA | 0.48 | 0.5 | 0.52 | 0.52 | 0.48 | 0.54 | 0.51 |
RSquared | NA | 0.73 | 0.73 | 0.88 | 0.88 | 0.75 | 0.93 | 0.89 |
Yield(%) | N/A | 0.0 | 1.7 | 2.0 | N/A | 1.7 | 2.3 | 2.3 |
Dividend Growth(%) | N/A | -100.0 | -37.5 | N/A | N/A | -37.5 | 4.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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