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American Century One Choice Blend+ 2015 Portfolio ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

Issuer

American Century Investments

Inception Date

Mar 9, 2021

Min. Investment

$2,500

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

AAAFX features an expense ratio of 0.57%, falling within the medium range.


Expense ratio chart for AAAFX: current value at 0.57% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.57%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
AAAFX vs. ^GSPC
Popular comparisons:
AAAFX vs. ^GSPC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Century One Choice Blend+ 2015 Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-0.20%
8.53%
AAAFX (American Century One Choice Blend+ 2015 Portfolio)
Benchmark (^GSPC)

Returns By Period

American Century One Choice Blend+ 2015 Portfolio had a return of 3.06% year-to-date (YTD) and 3.49% in the last 12 months.


AAAFX

YTD

3.06%

1M

-4.12%

6M

-0.20%

1Y

3.49%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of AAAFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.11%0.74%1.88%-2.67%2.42%0.62%2.35%1.70%1.38%-1.94%2.47%3.06%
20234.21%-1.96%2.00%0.76%-1.41%1.87%1.29%-1.17%-2.80%-1.55%5.40%3.93%10.66%
2022-3.08%-1.39%-0.40%-4.75%0.11%-4.56%4.56%-2.98%-5.91%2.91%4.52%-2.03%-12.88%
20210.10%2.20%0.68%0.78%1.25%0.86%-1.98%1.92%-1.32%1.53%6.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AAAFX is 45, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AAAFX is 4545
Overall Rank
The Sharpe Ratio Rank of AAAFX is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of AAAFX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of AAAFX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of AAAFX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of AAAFX is 4949
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Century One Choice Blend+ 2015 Portfolio (AAAFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AAAFX, currently valued at 0.60, compared to the broader market-1.000.001.002.003.004.000.602.10
The chart of Sortino ratio for AAAFX, currently valued at 0.79, compared to the broader market-2.000.002.004.006.008.0010.000.792.80
The chart of Omega ratio for AAAFX, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.003.501.121.39
The chart of Calmar ratio for AAAFX, currently valued at 0.65, compared to the broader market0.002.004.006.008.0010.0012.0014.000.653.09
The chart of Martin ratio for AAAFX, currently valued at 3.75, compared to the broader market0.0020.0040.0060.003.7513.49
AAAFX
^GSPC

The current American Century One Choice Blend+ 2015 Portfolio Sharpe ratio is 0.60. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Century One Choice Blend+ 2015 Portfolio with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.60
2.10
AAAFX (American Century One Choice Blend+ 2015 Portfolio)
Benchmark (^GSPC)

Dividends

Dividend History

American Century One Choice Blend+ 2015 Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The fund has been increasing its distributions for 2 consecutive years.


2.10%2.20%2.30%2.40%2.50%2.60%2.70%2.80%$0.00$0.05$0.10$0.15$0.20$0.25202120222023
Dividends
Dividend Yield
PeriodTTM202320222021
Dividend$0.00$0.25$0.25$0.22

Dividend yield

0.00%2.59%2.80%2.12%

Monthly Dividends

The table displays the monthly dividend distributions for American Century One Choice Blend+ 2015 Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.25
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.25
2021$0.22$0.22

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.96%
-2.62%
AAAFX (American Century One Choice Blend+ 2015 Portfolio)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Century One Choice Blend+ 2015 Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Century One Choice Blend+ 2015 Portfolio was 18.48%, occurring on Oct 14, 2022. Recovery took 436 trading sessions.

The current American Century One Choice Blend+ 2015 Portfolio drawdown is 5.96%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.48%Nov 10, 2021234Oct 14, 2022436Jul 12, 2024670
-5.96%Dec 9, 202410Dec 20, 2024
-2.26%Sep 7, 202118Sep 30, 202123Nov 2, 202141
-2.09%Jul 17, 202416Aug 7, 20246Aug 15, 202422
-2.03%Oct 1, 202424Nov 1, 202416Nov 25, 202440

Volatility

Volatility Chart

The current American Century One Choice Blend+ 2015 Portfolio volatility is 3.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.76%
3.79%
AAAFX (American Century One Choice Blend+ 2015 Portfolio)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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