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AACKX: American Century One Choice Blend+ 2035 Portfolio Investor Class (MUTUAL FUND)
Basic Info 9.97 0.01(0.10%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.36% |
Expenses | 0.38% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/11/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 4.7 | 16.1 | 2.6 | 2.3 | 13.9 | -15.5 | 6.5 |
Sharpe Ratio | NA | 2.13 | 1.56 | 0.02 | 0.0 | 1.15 | -1.08 | 1.02 |
Draw Down(%) | NA | 1.7 | 8.5 | 23.1 | 23.1 | 8.5 | 21.9 | 4.7 |
Standard Deviation(%) | NA | 7.4 | 7.8 | 11.3 | 11.2 | 8.5 | 15.8 | 7.8 |
Treynor Ratio | NA | 0.28 | 0.21 | 0.0 | 0.0 | 0.17 | -0.28 | 0.14 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | -0.02 | -0.02 |
Beta | NA | 0.56 | 0.58 | 0.6 | 0.6 | 0.57 | 0.62 | 0.58 |
RSquared | NA | 0.78 | 0.8 | 0.91 | 0.91 | 0.82 | 0.94 | 0.89 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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