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AADZX: American Century One Choice Blend+ 2055 Portfolio A Class (MUTUAL FUND)
Basic Info 10.01 0.01(0.10%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.54% |
Expenses | 0.58% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/11/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.4 | 2.1 | 11.7 | 0.9 | 2.0 | 16.4 | -17.1 | 7.9 |
Sharpe Ratio | NA | 1.24 | 1.08 | 0.0 | 0.03 | 1.07 | -0.9 | 0.91 |
Draw Down(%) | NA | 2.7 | 11.2 | 26.1 | 26.1 | 11.2 | 24.5 | 6.1 |
Standard Deviation(%) | NA | 9.7 | 10.4 | 14.9 | 14.8 | 11.5 | 20.7 | 10.8 |
Treynor Ratio | NA | 0.15 | 0.14 | 0.0 | 0.01 | 0.15 | -0.23 | 0.12 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.78 | 0.81 | 0.81 | 0.81 | 0.8 | 0.81 | 0.81 |
RSquared | NA | 0.9 | 0.88 | 0.93 | 0.93 | 0.9 | 0.95 | 0.9 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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