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AAEUX: American Century One Choice Blend+ 2065 Portfolio R Class (MUTUAL FUND)
Basic Info 9.97 0.04(0.40%) April 19
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.34% |
Expenses | 0.23% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/11/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.4 | 1.8 | 11.4 | 0.9 | 1.9 | 16.4 | -17.4 | 8.2 |
Sharpe Ratio | NA | 1.29 | 1.07 | -0.01 | 0.04 | 1.04 | -0.89 | 0.91 |
Draw Down(%) | NA | 2.7 | 11.6 | 26.5 | 26.5 | 11.6 | 24.9 | 6.3 |
Standard Deviation(%) | NA | 10.0 | 10.7 | 15.3 | 15.2 | 11.8 | 21.1 | 11.2 |
Treynor Ratio | NA | 0.16 | 0.14 | 0.0 | 0.01 | 0.15 | -0.23 | 0.12 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.8 | 0.83 | 0.83 | 0.83 | 0.82 | 0.83 | 0.84 |
RSquared | NA | 0.9 | 0.88 | 0.93 | 0.93 | 0.9 | 0.95 | 0.9 |
Yield(%) | N/A | 0.0 | 1.2 | 2.2 | N/A | 1.3 | 2.9 | 2.8 |
Dividend Growth(%) | N/A | -100.0 | -64.5 | N/A | N/A | -64.5 | 10.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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