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AACUX: American Century One Choice Blend+ 2040 Portfolio I Class (MUTUAL FUND)
Basic Info 9.85 0.01(0.10%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.22% |
Expenses | 0.23% |
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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(%) | 1.1 | 2.5 | 11.5 | 1.3 | 1.9 | 15.1 | -16.1 | 7.2 |
Sharpe Ratio | NA | -0.06 | 0.67 | -0.13 | -0.06 | 1.17 | -1.02 | 1.01 |
Draw Down(%) | NA | 4.3 | 9.5 | 24.1 | 24.1 | 9.5 | 22.7 | 5.2 |
Standard Deviation(%) | NA | 8.2 | 8.7 | 12.4 | 12.3 | 9.4 | 17.3 | 8.8 |
Treynor Ratio | NA | -0.01 | 0.09 | -0.02 | -0.01 | 0.17 | -0.26 | 0.13 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | -0.02 | -0.02 |
Beta | NA | 0.63 | 0.65 | 0.67 | 0.67 | 0.64 | 0.67 | 0.66 |
RSquared | NA | 0.84 | 0.84 | 0.92 | 0.92 | 0.86 | 0.95 | 0.9 |
Yield(%) | N/A | 0.0 | 2.3 | 2.6 | N/A | 2.5 | 2.7 | 3.2 |
Dividend Growth(%) | N/A | -100.0 | -25.0 | N/A | N/A | -25.0 | -12.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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