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AONIX: American Century One Choice Vry CnsrvInv (MUTUAL FUND)
Basic Info 11.75 0.01(0.09%) May 20
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 01/25/2005 |
| Last Dividend Date: | 03/29/2022 |
| 12-Mo. Yield | 0.18% |
| Expenses | 0.64% |
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Performance Analytics (As of 05/20/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | -8.4 | -5.1 | 4.2 | 4.2 | 4.2 | 4.2 | 4.1 | 0.4 | 9.4 | 12.0 | -1.0 | 6.5 | 5.6 | -1.1 | 5.6 | 4.3 | 6.8 | 4.9 | 6.9 | 10.6 | -6.7 | 5.8 | 6.5 | -0.8 | 0.4 |
| SR | NA | -3.31 | -1.12 | 0.61 | 0.65 | 0.85 | NA | 0.65 | 0.06 | 1.01 | 3.62 | -0.53 | 2.62 | 1.31 | -0.28 | 1.91 | 1.17 | 1.65 | 0.85 | 1.46 | 1.39 | -0.82 | 0.74 | 0.92 | -0.77 | 4.06 |
| DD(%) | NA | 8.4 | 8.8 | 13.2 | 13.2 | 13.2 | NA | 15.1 | 5.6 | 13.2 | 0.8 | 5.6 | 1.1 | 2.6 | 4.3 | 2.4 | 3.5 | 2.0 | 4.0 | 3.3 | 7.7 | 15.1 | 2.0 | 2.7 | 2.8 | 0.2 |
| SD(%) | NA | 6.2 | 4.7 | 6.2 | 5.3 | 4.5 | NA | 5.1 | 6.6 | 9.1 | 2.9 | 4.3 | 2.2 | 4.1 | 4.1 | 2.9 | 3.6 | 4.1 | 5.7 | 4.6 | 7.5 | 9.2 | 3.7 | 3.4 | 3.9 | 2.6 |
| TR | NA | -0.3 | -0.11 | 4.36 | 3.48 | 2.86 | NA | 1.22 | 0.01 | 0.14 | 65.46 | -0.03 | 0.08 | 0.07 | -0.02 | 0.08 | 0.06 | 0.09 | 0.05 | 0.08 | 0.14 | -0.12 | 0.04 | 0.05 | -0.05 | 0.18 |
| Alpha(%) | NA | -0.03 | -0.02 | 0.01 | 0.01 | 0.01 | NA | 0.01 | -0.02 | 0.01 | 0.04 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 |
| Beta(%) | NA | 0.69 | 0.49 | 0.01 | 0.01 | 0.01 | NA | 0.03 | 0.41 | 0.67 | 0.0 | 0.73 | 0.7 | 0.82 | 0.72 | 0.72 | 0.72 | 0.73 | 0.91 | 0.8 | 0.77 | 0.65 | 0.62 | 0.69 | 0.64 | 0.57 |
| RS | NA | 0.77 | 0.51 | 0.01 | 0.01 | 0.02 | NA | 0.03 | 0.13 | 0.91 | 0.01 | 0.73 | 0.69 | 0.81 | 0.88 | 0.81 | 0.86 | 0.39 | 0.85 | 0.9 | 0.86 | 0.89 | 0.85 | 0.73 | 0.59 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/25/2005
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