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AACJX: American Century One Choice Blend+ 2030 Portfolio R6 Class (MUTUAL FUND)
Basic Info 9.64 0.03(0.31%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (14%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.74% |
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(%) | 0.7 | 1.0 | 9.1 | 0.7 | 1.4 | 13.3 | -14.3 | 6.6 |
Sharpe Ratio | NA | -0.39 | 0.57 | -0.17 | -0.1 | 1.21 | -1.12 | 1.2 |
Draw Down(%) | NA | 3.5 | 7.3 | 21.3 | 21.3 | 7.3 | 20.2 | 4.0 |
Standard Deviation(%) | NA | 6.7 | 7.1 | 10.0 | 9.9 | 7.5 | 14.0 | 6.8 |
Treynor Ratio | NA | -0.05 | 0.08 | -0.03 | -0.02 | 0.19 | -0.29 | 0.16 |
Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 |
Beta | NA | 0.48 | 0.5 | 0.52 | 0.52 | 0.48 | 0.54 | 0.51 |
RSquared | NA | 0.74 | 0.74 | 0.88 | 0.88 | 0.76 | 0.93 | 0.89 |
Yield(%) | N/A | 0.0 | 2.5 | 2.7 | N/A | 2.7 | 3.1 | 3.0 |
Dividend Growth(%) | N/A | -100.0 | -28.1 | N/A | N/A | -28.1 | 6.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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