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AAEEX: American Century One Choice Blend+ 2055 Portfolio R6 Class (MUTUAL FUND)
Basic Info 10.5 0.08(0.77%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.12% |
Expenses | 0.58% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/11/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 7.1 | 22.2 | 5.0 | 4.2 | 17.0 | -16.6 | 8.4 |
Sharpe Ratio | NA | 2.97 | 1.79 | 0.14 | 0.12 | 1.12 | -0.87 | 0.95 |
Draw Down(%) | NA | 2.0 | 11.1 | 25.7 | 25.7 | 11.1 | 24.2 | 6.1 |
Standard Deviation(%) | NA | 9.5 | 10.3 | 15.0 | 14.9 | 11.5 | 20.7 | 11.0 |
Treynor Ratio | NA | 0.37 | 0.23 | 0.03 | 0.02 | 0.16 | -0.22 | 0.13 |
Alpha | NA | -0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.0 | -0.03 |
Beta | NA | 0.76 | 0.8 | 0.81 | 0.81 | 0.8 | 0.81 | 0.82 |
RSquared | NA | 0.89 | 0.87 | 0.93 | 0.93 | 0.9 | 0.96 | 0.89 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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