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AAEVX: American Century One Choice Blend+ 2065 Portfolio R6 Class (MUTUAL FUND)
Basic Info 10.51 0.09(0.86%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.16% |
Expenses | 0.23% |
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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(%) | 1.0 | 7.4 | 22.7 | 5.3 | 4.5 | 17.4 | -16.7 | 9.0 |
Sharpe Ratio | NA | 2.99 | 1.81 | 0.16 | 0.14 | 1.13 | -0.86 | 1.0 |
Draw Down(%) | NA | 2.1 | 11.2 | 25.9 | 25.9 | 11.2 | 24.4 | 6.2 |
Standard Deviation(%) | NA | 9.8 | 10.6 | 15.3 | 15.2 | 11.8 | 21.1 | 11.1 |
Treynor Ratio | NA | 0.37 | 0.23 | 0.03 | 0.03 | 0.16 | -0.22 | 0.13 |
Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | -0.03 |
Beta | NA | 0.78 | 0.83 | 0.82 | 0.82 | 0.82 | 0.83 | 0.83 |
RSquared | NA | 0.88 | 0.88 | 0.93 | 0.93 | 0.9 | 0.96 | 0.9 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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