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American Century One Choice Blend+ 2020 Portfolio ...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

Inception Date
Mar 9, 2021
Min. Investment
$2,500
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Century One Choice Blend+ 2020 Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

American Century One Choice Blend+ 2020 Portfolio (AAAMX) has returned -1.62% so far this year and 8.40% over the past 12 months.


American Century One Choice Blend+ 2020 Portfolio

1D
0.19%
1M
-4.44%
YTD
-1.62%
6M
0.16%
1Y
8.40%
3Y*
7.71%
5Y*
3.81%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 10, 2021, AAAMX's average daily return is +0.02%, while the average monthly return is +0.34%. At this rate, your investment would double in approximately 17.0 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2023 with a return of +5.6%, while the worst month was Sep 2022 at -6.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, AAAMX closed higher 48% of trading days. The best single day was Nov 10, 2022 with a return of +3.2%, while the worst single day was Jun 13, 2022 at -2.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.43%1.50%-4.44%-1.62%
20251.82%0.89%-1.38%0.08%1.93%2.20%0.59%1.94%1.24%0.66%0.84%0.29%11.63%
20240.10%0.73%1.97%-2.74%2.51%0.61%2.33%1.68%1.36%-1.92%2.45%-2.22%6.87%
20234.31%-2.07%1.89%0.87%-1.51%2.08%1.29%-1.27%-2.69%-1.77%5.62%3.97%10.81%
2022-3.25%-1.48%-0.40%-4.84%0.21%-4.86%4.78%-3.08%-6.02%3.03%4.75%-2.14%-13.19%
20210.10%2.40%0.68%0.87%1.06%1.62%-2.15%2.10%-1.59%1.69%6.88%

Benchmark Metrics

American Century One Choice Blend+ 2020 Portfolio has an annualized alpha of -0.28%, beta of 0.39, and R² of 0.74 versus S&P 500 Index. Calculated based on daily prices since March 11, 2021.

  • This fund participated in 59.91% of S&P 500 Index downside but only 43.25% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.39 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
-0.28%
Beta
0.39
0.74
Upside Capture
43.25%
Downside Capture
59.91%

Expense Ratio

AAAMX has an expense ratio of 0.57%, placing it in the medium range.


Return for Risk

Risk / Return Rank

AAAMX ranks 68 for risk / return — better than 68% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


AAAMX Risk / Return Rank: 6868
Overall Rank
AAAMX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
AAAMX Sortino Ratio Rank: 6969
Sortino Ratio Rank
AAAMX Omega Ratio Rank: 6767
Omega Ratio Rank
AAAMX Calmar Ratio Rank: 6464
Calmar Ratio Rank
AAAMX Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for American Century One Choice Blend+ 2020 Portfolio (AAAMX) and compare them to a chosen benchmark (S&P 500 Index).


AAAMXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.25

0.90

+0.35

Sortino ratio

Return per unit of downside risk

1.76

1.39

+0.37

Omega ratio

Gain probability vs. loss probability

1.26

1.21

+0.05

Calmar ratio

Return relative to maximum drawdown

1.52

1.40

+0.12

Martin ratio

Return relative to average drawdown

6.60

6.61

-0.01

Explore AAAMX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

American Century One Choice Blend+ 2020 Portfolio provided a 5.21% dividend yield over the last twelve months, with an annual payout of $0.54 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%5.50%$0.00$0.10$0.20$0.30$0.40$0.5020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.54$0.54$0.32$0.20$0.25$0.24

Dividend yield

5.21%5.13%3.20%2.10%2.85%2.28%

Monthly Dividends

The table displays the monthly dividend distributions for American Century One Choice Blend+ 2020 Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.54
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.32
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.20
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$0.24$0.24

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the American Century One Choice Blend+ 2020 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+ 2020 Portfolio was 19.03%, occurring on Oct 14, 2022. Recovery took 436 trading sessions.

The current American Century One Choice Blend+ 2020 Portfolio drawdown is 4.53%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-19.03%Nov 10, 2021234Oct 14, 2022436Jul 12, 2024670
-6.33%Mar 3, 202527Apr 8, 202526May 15, 202553
-4.72%Feb 27, 202621Mar 27, 2026
-3.48%Dec 9, 202422Jan 10, 202524Feb 14, 202546
-2.43%Sep 7, 202118Sep 30, 202124Nov 3, 202142

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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