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AACQX: American Century One Choice Blend+ 2035 Portfolio R6 Class (MUTUAL FUND)
Basic Info 9.58 0.02(0.21%) April 19
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.69% |
Expenses | 0.38% |
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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(%) | -1.7 | 0.6 | 8.9 | 0.6 | 1.3 | 14.3 | -15.2 | 6.8 |
Sharpe Ratio | NA | 0.7 | 0.96 | -0.06 | -0.02 | 1.19 | -1.05 | 1.08 |
Draw Down(%) | NA | 2.2 | 8.4 | 22.9 | 22.9 | 8.4 | 21.7 | 4.6 |
Standard Deviation(%) | NA | 7.4 | 7.8 | 11.3 | 11.2 | 8.5 | 15.9 | 7.8 |
Treynor Ratio | NA | 0.09 | 0.13 | -0.01 | 0.0 | 0.18 | -0.27 | 0.14 |
Alpha | NA | -0.03 | -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 | 0.8 | 0.8 | 0.91 | 0.91 | 0.82 | 0.94 | 0.89 |
Yield(%) | N/A | 0.0 | 2.7 | 2.8 | N/A | 2.8 | 3.1 | 3.1 |
Dividend Growth(%) | N/A | -100.0 | -27.3 | N/A | N/A | -27.3 | 6.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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