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AADLX: American Century One Choice Blend+ 2045 Portfolio R Class (MUTUAL FUND)
Basic Info 9.95 0.02(0.20%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.46% |
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(%) | 1.2 | 2.8 | 11.7 | 1.0 | 1.6 | 15.0 | -17.0 | 7.0 |
Sharpe Ratio | NA | 0.02 | 0.63 | -0.14 | -0.08 | 1.05 | -0.98 | 0.89 |
Draw Down(%) | NA | 4.6 | 10.4 | 25.3 | 25.3 | 10.4 | 23.8 | 5.6 |
Standard Deviation(%) | NA | 8.8 | 9.5 | 13.5 | 13.4 | 10.4 | 18.8 | 9.7 |
Treynor Ratio | NA | 0.0 | 0.08 | -0.03 | -0.01 | 0.15 | -0.25 | 0.12 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.69 | 0.72 | 0.73 | 0.73 | 0.72 | 0.74 | 0.73 |
RSquared | NA | 0.87 | 0.86 | 0.93 | 0.93 | 0.88 | 0.96 | 0.9 |
Yield(%) | N/A | 0.0 | 1.7 | 2.0 | N/A | 1.8 | 2.1 | 2.5 |
Dividend Growth(%) | N/A | -100.0 | -31.8 | N/A | N/A | -31.8 | -12.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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