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AAEJX: American Century One Choice Blend+ 2060 Portfolio R6 Class (MUTUAL FUND)
Basic Info 10.28 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 | 1.87% |
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 | 4.3 | 15.1 | 2.5 | 3.3 | 17.5 | -16.8 | 8.4 |
Sharpe Ratio | NA | 0.36 | 0.81 | -0.03 | 0.03 | 1.14 | -0.87 | 0.95 |
Draw Down(%) | NA | 5.0 | 11.3 | 25.9 | 25.9 | 11.3 | 24.4 | 6.2 |
Standard Deviation(%) | NA | 10.0 | 10.7 | 15.2 | 15.1 | 11.7 | 21.0 | 11.0 |
Treynor Ratio | NA | 0.04 | 0.1 | -0.01 | 0.01 | 0.16 | -0.22 | 0.13 |
Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | -0.03 |
Beta | NA | 0.8 | 0.82 | 0.82 | 0.82 | 0.82 | 0.82 | 0.83 |
RSquared | NA | 0.9 | 0.88 | 0.94 | 0.94 | 0.9 | 0.96 | 0.9 |
Yield(%) | N/A | 0.0 | 2.6 | 2.7 | N/A | 2.8 | 2.3 | 3.5 |
Dividend Growth(%) | N/A | -100.0 | -4.0 | N/A | N/A | -4.0 | -28.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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