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AAEDX: American Century One Choice Blend+ 2055 Portfolio R Class (MUTUAL FUND)
Basic Info 10 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 | 1.31% |
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 | 11.4 | 0.7 | 1.7 | 16.0 | -17.3 | 7.7 |
Sharpe Ratio | NA | 1.24 | 1.05 | -0.02 | 0.02 | 1.03 | -0.91 | 0.88 |
Draw Down(%) | NA | 2.7 | 11.3 | 26.3 | 26.3 | 11.3 | 24.8 | 6.2 |
Standard Deviation(%) | NA | 9.7 | 10.5 | 15.0 | 14.9 | 11.5 | 20.7 | 10.8 |
Treynor Ratio | NA | 0.15 | 0.14 | 0.0 | 0.0 | 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 | 0.96 | 0.9 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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