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AADWX: American Century One Choice Blend+ 2055 Portfolio I Class (MUTUAL FUND)
Basic Info 10.15 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 | 1.97% |
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(%) | 1.3 | 3.6 | 15.6 | 1.8 | 2.8 | 16.9 | -16.8 | 8.2 |
Sharpe Ratio | NA | 0.3 | 0.77 | -0.05 | 0.01 | 1.12 | -0.88 | 0.92 |
Draw Down(%) | NA | 4.9 | 11.1 | 25.8 | 25.8 | 11.1 | 24.3 | 6.1 |
Standard Deviation(%) | NA | 9.7 | 10.5 | 15.0 | 14.8 | 11.5 | 20.7 | 11.0 |
Treynor Ratio | NA | 0.04 | 0.1 | -0.01 | 0.0 | 0.16 | -0.22 | 0.12 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -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 | 0.95 | 0.89 |
Yield(%) | N/A | 0.0 | 2.0 | 2.6 | N/A | 2.1 | 2.7 | 3.5 |
Dividend Growth(%) | N/A | -100.0 | -37.9 | N/A | N/A | -37.9 | -17.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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