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AAEIX: American Century One Choice Blend+ 2060 Portfolio R Class (MUTUAL FUND)
Basic Info 10.25 0.11(1.08%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.06% |
Expenses | 0.23% |
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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 | 4.1 | 14.1 | 1.6 | 2.4 | 16.2 | -17.4 | 7.7 |
Sharpe Ratio | NA | 0.29 | 0.69 | -0.09 | -0.03 | 1.02 | -0.89 | 0.85 |
Draw Down(%) | NA | 5.0 | 11.5 | 26.4 | 26.4 | 11.5 | 24.8 | 6.3 |
Standard Deviation(%) | NA | 10.0 | 10.9 | 15.3 | 15.2 | 11.9 | 21.1 | 11.1 |
Treynor Ratio | NA | 0.04 | 0.09 | -0.02 | -0.01 | 0.15 | -0.23 | 0.11 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.8 | 0.82 | 0.82 | 0.82 | 0.81 | 0.83 | 0.83 |
RSquared | NA | 0.9 | 0.84 | 0.93 | 0.93 | 0.86 | 0.96 | 0.89 |
Yield(%) | N/A | 0.0 | 1.6 | 1.9 | N/A | 1.7 | 1.6 | 2.8 |
Dividend Growth(%) | N/A | -100.0 | -11.8 | N/A | N/A | -11.8 | -39.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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