Find A Portfolio/Ticker
Comparison Box
AACZX: American Century One Choice Blend+ 2040 Portfolio R6 Class (MUTUAL FUND)
Basic Info 9.71 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 | 2.36% |
Expenses | 0.23% |
Sign up to get fund ranking change alerts |
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(%) | -1.9 | 1.0 | 9.9 | 0.9 | 1.6 | 15.2 | -15.9 | 7.3 |
Sharpe Ratio | NA | 0.91 | 1.02 | -0.03 | 0.01 | 1.17 | -1.0 | 1.03 |
Draw Down(%) | NA | 2.4 | 9.4 | 24.0 | 24.0 | 9.4 | 22.6 | 5.2 |
Standard Deviation(%) | NA | 8.2 | 8.7 | 12.4 | 12.3 | 9.4 | 17.4 | 8.8 |
Treynor Ratio | NA | 0.12 | 0.14 | -0.01 | 0.0 | 0.17 | -0.26 | 0.14 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 |
Beta | NA | 0.63 | 0.66 | 0.67 | 0.67 | 0.64 | 0.68 | 0.66 |
RSquared | NA | 0.83 | 0.83 | 0.92 | 0.92 | 0.86 | 0.95 | 0.9 |
Yield(%) | N/A | 0.0 | 2.4 | 2.7 | N/A | 2.6 | 2.8 | 3.3 |
Dividend Growth(%) | N/A | -100.0 | -26.7 | N/A | N/A | -26.7 | -9.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |