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BTTTX: American Century Zero Coupon 2020 Inv (MUTUAL FUND)
Basic Info
Asset Class: | LONG GOVERNMENT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/29/1989 |
Last Dividend Date: | 12/06/2019 |
12-Mo. Yield | 3.85% |
Expenses | 0.55% |
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Performance Analytics (As of 09/24/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1990 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | 1.5 | 2.6 | 4.5 | 6.2 | 7.7 | 10.4 | 11.4 | 0.9 | 2.7 | 4.7 | 1.0 | 8.4 | 7.3 | 13.1 | 1.5 | 5.2 | 19.5 | 17.9 | -2.6 | 26.8 | 9.6 | 0.7 | 16.1 | 12.4 | 8.7 | 27.5 | 9.0 | 48.0 | -2.7 | 18.7 | 28.6 | -2.1 | 61.3 | -17.7 | 35.6 | 8.3 | 17.4 | -4.5 | 0.0 |
Sharpe Ratio | NA | 2.92 | 0.6 | 0.82 | 0.87 | NA | NA | 0.62 | 2.96 | 1.77 | 0.8 | 0.2 | 1.21 | 1.07 | 1.73 | 0.15 | 0.86 | 1.92 | 1.47 | -0.16 | 1.38 | 0.66 | -0.3 | 1.14 | 0.86 | 0.44 | 1.56 | 0.37 | 2.31 | -0.25 | 0.92 | 1.52 | -0.25 | 3.23 | -0.86 | 1.8 | 0.34 | 0.64 | -0.35 | NA |
Draw Down(%) | NA | 0.1 | 1.7 | 3.1 | 9.7 | NA | NA | 35.5 | 0.1 | 0.3 | 1.1 | 1.3 | 3.1 | 2.7 | 2.0 | 8.9 | 4.3 | 5.7 | 9.7 | 14.8 | 13.0 | 7.8 | 10.5 | 8.2 | 14.6 | 21.7 | 9.6 | 12.2 | 10.8 | 20.3 | 13.3 | 11.1 | 23.2 | 11.1 | 30.9 | 13.2 | 11.4 | 14.2 | 24.7 | 0.0 |
Standard Deviation(%) | NA | 0.4 | 2.5 | 4.5 | 7.0 | NA | NA | 15.5 | 0.3 | 0.8 | 4.3 | 1.7 | 6.8 | 6.8 | 7.6 | 9.8 | 6.1 | 10.2 | 12.1 | 16.2 | 18.7 | 9.9 | 8.6 | 12.2 | 13.4 | 18.4 | 16.9 | 18.1 | 19.0 | 23.8 | 16.6 | 16.4 | 22.0 | 17.8 | 24.0 | 18.6 | 17.3 | 21.0 | 28.1 | 0.0 |
Treynor Ratio | NA | 1.49 | 0.6 | 0.52 | 0.21 | NA | NA | 0.1 | 1.92 | 0.34 | 0.44 | 0.02 | 0.57 | 0.29 | 0.37 | 0.03 | 0.11 | 0.35 | 0.22 | -0.03 | 0.22 | 0.06 | -0.02 | 0.1 | 0.08 | 0.05 | 0.16 | 0.05 | 0.25 | -0.03 | 0.09 | 0.12 | -0.03 | 0.28 | -0.09 | 0.15 | 0.07 | 0.06 | -0.04 | 1.0 |
Alpha | NA | 0.0 | 0.0 | 0.01 | 0.02 | NA | NA | 0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 | 0.03 | 0.02 | 0.03 | 0.01 | 0.01 | 0.04 | 0.04 | 0.0 | 0.0 | 0.0 | 0.03 | 0.01 | 0.02 | 0.0 | 0.02 | 0.05 | 0.08 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | -0.07 | -0.03 | NA |
Beta | NA | 0.01 | 0.03 | 0.07 | 0.28 | NA | NA | 0.95 | 0.01 | 0.04 | 0.08 | 0.14 | 0.14 | 0.25 | 0.36 | 0.47 | 0.48 | 0.56 | 0.8 | 1.01 | 1.16 | 1.16 | 1.26 | 1.45 | 1.51 | 1.62 | 1.6 | 1.36 | 1.79 | 1.87 | 1.7 | 2.05 | 1.97 | 2.02 | 2.35 | 2.26 | 0.84 | 2.46 | 2.67 | NA |
RSquared | NA | 0.14 | 0.02 | 0.04 | 0.27 | NA | NA | 0.44 | 0.11 | 0.37 | 0.03 | 0.57 | 0.06 | 0.28 | 0.2 | 0.31 | 0.91 | 0.87 | 0.77 | 0.85 | 0.68 | 0.92 | 0.91 | 0.77 | 0.94 | 0.88 | 0.85 | 0.61 | 0.49 | 0.43 | 0.82 | 0.89 | 0.82 | 0.88 | 0.87 | 0.78 | 0.29 | 0.82 | 0.77 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1990
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