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AADOX: American Century One Choice Blend+ 2050 Portfolio I Class (MUTUAL FUND)
Basic Info 10.09 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 | 1.97% |
Expenses | 1.08% |
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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(%) | 1.4 | 3.7 | 13.6 | 2.1 | 2.7 | 16.4 | -16.6 | 8.0 |
Sharpe Ratio | NA | 0.24 | 0.74 | -0.06 | 0.0 | 1.11 | -0.9 | 0.95 |
Draw Down(%) | NA | 4.8 | 10.8 | 25.3 | 25.3 | 10.8 | 23.9 | 5.8 |
Standard Deviation(%) | NA | 9.4 | 10.1 | 14.4 | 14.3 | 11.0 | 20.0 | 10.4 |
Treynor Ratio | NA | 0.03 | 0.1 | -0.01 | 0.0 | 0.16 | -0.23 | 0.13 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.75 | 0.78 | 0.78 | 0.78 | 0.77 | 0.78 | 0.78 |
RSquared | NA | 0.89 | 0.87 | 0.93 | 0.93 | 0.89 | 0.95 | 0.9 |
Yield(%) | N/A | 0.0 | 2.5 | 2.7 | N/A | 2.7 | 2.5 | 3.4 |
Dividend Growth(%) | N/A | -100.0 | -14.8 | N/A | N/A | -14.8 | -20.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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