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American Century One Choice Blend+ 2025 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+ 2025 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+ 2025 Portfolio (AABJX) has returned -1.79% so far this year and 9.84% over the past 12 months.


American Century One Choice Blend+ 2025 Portfolio

1D
0.10%
1M
-4.93%
YTD
-1.79%
6M
0.07%
1Y
9.84%
3Y*
8.52%
5Y*
4.16%
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, AABJX's average daily return is +0.02%, while the average monthly return is +0.37%. At this rate, your investment would double in approximately 15.6 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2023 with a return of +5.9%, while the worst month was Sep 2022 at -6.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, AABJX closed higher 48% of trading days. The best single day was Dec 20, 2024 with a return of +3.6%, while the worst single day was Dec 23, 2024 at -2.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.60%1.67%-4.93%-1.79%
20252.03%0.70%-1.68%0.40%2.51%2.35%0.67%2.18%1.30%0.64%0.91%0.33%12.98%
20240.11%1.16%1.98%-2.76%2.62%0.61%2.44%1.79%1.36%-1.92%2.55%-2.34%7.64%
20234.60%-2.09%1.91%0.88%-1.53%2.44%1.41%-1.39%-2.93%-1.79%5.91%4.11%11.66%
2022-3.47%-1.60%-0.20%-5.18%0.11%-5.25%5.08%-3.01%-6.43%3.44%5.04%-2.36%-13.74%
20210.10%2.60%0.78%0.97%0.96%1.23%-2.34%2.30%-1.78%1.78%6.67%

Benchmark Metrics

American Century One Choice Blend+ 2025 Portfolio has an annualized alpha of -0.50%, beta of 0.44, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since March 11, 2021.

  • This fund participated in 63.28% of S&P 500 Index downside but only 46.72% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.44 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
-0.50%
Beta
0.44
0.78
Upside Capture
46.72%
Downside Capture
63.28%

Expense Ratio

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


Return for Risk

Risk / Return Rank

AABJX ranks 70 for risk / return — better than 70% 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.


AABJX Risk / Return Rank: 7070
Overall Rank
AABJX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
AABJX Sortino Ratio Rank: 7171
Sortino Ratio Rank
AABJX Omega Ratio Rank: 7070
Omega Ratio Rank
AABJX Calmar Ratio Rank: 6565
Calmar Ratio Rank
AABJX Martin Ratio Rank: 7474
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+ 2025 Portfolio (AABJX) and compare them to a chosen benchmark (S&P 500 Index).


AABJXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.26

0.90

+0.36

Sortino ratio

Return per unit of downside risk

1.80

1.39

+0.41

Omega ratio

Gain probability vs. loss probability

1.27

1.21

+0.06

Calmar ratio

Return relative to maximum drawdown

1.54

1.40

+0.14

Martin ratio

Return relative to average drawdown

7.04

6.61

+0.43

Explore AABJX 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+ 2025 Portfolio provided a 4.74% dividend yield over the last twelve months, with an annual payout of $0.49 per share. The fund has been increasing its distributions for 2 consecutive years.


2.50%3.00%3.50%4.00%4.50%$0.00$0.10$0.20$0.30$0.40$0.5020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.49$0.49$0.38$0.21$0.26$0.29

Dividend yield

4.74%4.66%3.91%2.23%3.04%2.77%

Monthly Dividends

The table displays the monthly dividend distributions for American Century One Choice Blend+ 2025 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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49$0.49
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.38$0.38
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.21
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.26$0.26
2021$0.29$0.29

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+ 2025 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+ 2025 Portfolio was 20.15%, occurring on Oct 14, 2022. Recovery took 435 trading sessions.

The current American Century One Choice Blend+ 2025 Portfolio drawdown is 4.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-20.15%Nov 10, 2021234Oct 14, 2022435Jul 11, 2024669
-7.68%Dec 23, 202472Apr 8, 202526May 15, 202598
-5.02%Mar 2, 202620Mar 27, 2026
-3.05%Dec 9, 20249Dec 19, 20241Dec 20, 202410
-2.67%Jul 17, 202416Aug 7, 20247Aug 16, 202423

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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