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AAEOX: American Century One Choice Blend+ 2065 Portfolio A Class (MUTUAL FUND)
Basic Info 10.17 0.01(0.10%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.58% |
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(%) | 1.5 | 4.0 | 14.1 | 1.9 | 2.7 | 16.6 | -17.2 | 8.5 |
Sharpe Ratio | NA | 0.29 | 0.73 | -0.07 | 0.0 | 1.06 | -0.89 | 0.95 |
Draw Down(%) | NA | 5.1 | 11.5 | 26.3 | 26.3 | 11.5 | 24.7 | 6.3 |
Standard Deviation(%) | NA | 9.9 | 10.7 | 15.2 | 15.1 | 11.7 | 21.1 | 11.1 |
Treynor Ratio | NA | 0.04 | 0.1 | -0.01 | 0.0 | 0.15 | -0.23 | 0.13 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.79 | 0.82 | 0.82 | 0.82 | 0.82 | 0.83 | 0.83 |
RSquared | NA | 0.9 | 0.88 | 0.93 | 0.93 | 0.9 | 0.96 | 0.9 |
Yield(%) | N/A | 0.0 | 1.5 | 2.5 | N/A | 1.6 | 3.1 | 3.1 |
Dividend Growth(%) | N/A | -100.0 | -57.6 | N/A | N/A | -57.6 | 6.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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