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AADVX: American Century One Choice Blend+ 2055 Portfolio Investor Class (MUTUAL FUND)
Basic Info 10.14 0.03(0.29%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.78% |
Expenses | 0.58% |
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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 | 3.5 | 15.2 | 1.6 | 2.6 | 16.7 | -16.9 | 8.0 |
Sharpe Ratio | NA | 0.26 | 0.75 | -0.06 | -0.01 | 1.09 | -0.89 | 0.91 |
Draw Down(%) | NA | 5.0 | 11.1 | 26.0 | 26.0 | 11.1 | 24.5 | 6.1 |
Standard Deviation(%) | NA | 9.7 | 10.4 | 14.9 | 14.8 | 11.5 | 20.7 | 10.9 |
Treynor Ratio | NA | 0.03 | 0.1 | -0.01 | 0.0 | 0.16 | -0.23 | 0.12 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.78 | 0.8 | 0.81 | 0.81 | 0.8 | 0.81 | 0.82 |
RSquared | NA | 0.9 | 0.88 | 0.93 | 0.93 | 0.89 | 0.96 | 0.9 |
Yield(%) | N/A | 0.0 | 1.8 | 2.4 | N/A | 1.9 | 2.5 | 3.3 |
Dividend Growth(%) | N/A | -100.0 | -40.7 | N/A | N/A | -40.7 | -18.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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