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AADPX: American Century One Choice Blend+ 2050 Portfolio A Class (MUTUAL FUND)
Basic Info 9.89 0.04(0.40%) April 19
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.54% |
Expenses | 1.08% |
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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(%) | -2.3 | 1.5 | 10.8 | 0.9 | 1.7 | 16.0 | -17.0 | 7.6 |
Sharpe Ratio | NA | 1.16 | 1.05 | -0.02 | 0.02 | 1.07 | -0.92 | 0.92 |
Draw Down(%) | NA | 2.7 | 11.0 | 25.7 | 25.7 | 11.0 | 24.2 | 5.8 |
Standard Deviation(%) | NA | 9.4 | 10.0 | 14.4 | 14.3 | 11.0 | 19.9 | 10.3 |
Treynor Ratio | NA | 0.15 | 0.14 | 0.0 | 0.0 | 0.15 | -0.24 | 0.12 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.75 | 0.77 | 0.77 | 0.78 | 0.76 | 0.78 | 0.77 |
RSquared | NA | 0.89 | 0.87 | 0.93 | 0.93 | 0.89 | 0.95 | 0.9 |
Yield(%) | N/A | 0.0 | 2.0 | 2.3 | N/A | 2.1 | 2.2 | 3.0 |
Dividend Growth(%) | N/A | -100.0 | -21.7 | N/A | N/A | -21.7 | -23.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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