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BTTRX: American Century Zero Coupon 2025 Inv (MUTUAL FUND)
Basic Info 105.25 0.52(0.49%) February 03
| Asset Class: | LONG GOVERNMENT |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 02/16/1996 |
| Last Dividend Date: | 12/09/2022 |
| 12-Mo. Yield | 3.95% |
| Expenses | 0.56% |
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Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 1.0 | -2.0 | 3.8 | 5.7 | 5.7 | 7.2 | 10.7 | -4.3 | -2.6 | 13.0 | 7.1 | 5.8 | 9.3 | 4.9 | 3.9 | 19.4 | -0.5 | 5.7 | 30.3 | 20.7 | -13.4 | 31.9 | 9.4 | -1.2 | 18.3 | 16.4 | 7.3 | 28.0 | -2.7 | 32.6 | -17.4 | 28.0 | 34.0 | 2.5 |
| SR | NA | 2.16 | -0.65 | 0.56 | 0.9 | 0.69 | NA | 0.58 | -1.03 | -1.07 | 2.33 | 1.3 | 0.64 | 1.36 | 0.69 | 0.42 | 2.59 | -0.04 | 0.53 | 1.74 | 1.14 | -0.57 | 1.41 | 0.5 | -0.41 | 1.14 | 0.95 | 0.3 | 1.3 | -0.24 | 1.55 | -1.0 | 1.26 | 1.54 | -0.03 |
| DD(%) | NA | 0.5 | 8.2 | 9.6 | 9.6 | 13.9 | NA | 28.8 | 9.3 | 3.1 | 2.9 | 2.6 | 4.5 | 2.7 | 8.4 | 7.2 | 3.2 | 13.9 | 7.0 | 9.6 | 15.4 | 25.6 | 12.9 | 10.9 | 14.2 | 10.4 | 17.2 | 25.3 | 11.5 | 18.1 | 12.8 | 22.9 | 14.9 | 13.3 | 16.8 |
| SD(%) | NA | 3.8 | 5.6 | 5.7 | 5.4 | 7.4 | NA | 16.0 | 5.6 | 2.5 | 5.5 | 4.4 | 6.9 | 6.4 | 6.9 | 9.3 | 7.5 | 15.0 | 10.8 | 17.4 | 18.1 | 23.6 | 21.9 | 12.9 | 11.0 | 14.1 | 16.2 | 21.8 | 20.7 | 21.0 | 18.5 | 20.6 | 19.6 | 19.7 | 24.1 |
| TR | NA | 0.47 | -0.23 | 0.2 | 0.25 | 0.15 | NA | 0.1 | -0.36 | -0.19 | 0.78 | 0.17 | 0.11 | 0.2 | 0.1 | 0.07 | 0.28 | -0.01 | 0.07 | 0.3 | 0.16 | -0.09 | 0.21 | 0.04 | -0.03 | 0.09 | 0.08 | 0.03 | 0.14 | -0.03 | 0.13 | -0.1 | 0.13 | 0.13 | 0.0 |
| Alpha(%) | NA | -0.02 | 0.0 | 0.02 | 0.02 | 0.02 | NA | 0.02 | 0.0 | -0.01 | 0.04 | 0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.01 | 0.05 | 0.01 | 0.0 | 0.04 | 0.02 | 0.0 | -0.01 | -0.01 | 0.03 | 0.02 | 0.02 | -0.01 | -0.03 | -0.02 | 0.02 | 0.02 | 0.02 | 0.03 |
| Beta(%) | NA | 0.17 | 0.16 | 0.16 | 0.19 | 0.34 | NA | 0.97 | 0.16 | 0.14 | 0.16 | 0.33 | 0.39 | 0.44 | 0.48 | 0.58 | 0.71 | 0.85 | 0.87 | 1.0 | 1.28 | 1.43 | 1.49 | 1.51 | 1.62 | 1.8 | 1.83 | 1.93 | 1.93 | 1.87 | 2.2 | 2.14 | 1.96 | 2.38 | 2.12 |
| RS | NA | 0.7 | 0.29 | 0.24 | 0.29 | 0.37 | NA | 0.5 | 0.28 | 0.51 | 0.32 | 0.78 | 0.25 | 0.41 | 0.69 | 0.82 | 0.82 | 0.42 | 0.97 | 0.94 | 0.89 | 0.81 | 0.83 | 0.92 | 0.91 | 0.88 | 0.94 | 0.89 | 0.82 | 0.86 | 0.81 | 0.83 | 0.79 | 0.85 | 0.84 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/16/1996
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