PortfoliosLab logoPortfoliosLab logo
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


Loading charts...

Compare stocks, funds, or ETFs

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


Performance

AACKX Performance Chart

American Century One Choice Blend+ 2035 Portfolio (AACKX) is up 7.0% since the beginning of the year. AACKX is currently trading at $12 per share. Investors who bought $1,000 worth of AACKX shares 5 years ago would now be looking at an investment worth $1,353.


Loading charts...

S&P 500 Index

Returns By Period

American Century One Choice Blend+ 2035 Portfolio (AACKX) has returned 6.98% so far this year and 18.11% over the past 12 months.


American Century One Choice Blend+ 2035 Portfolio

1D
0.67%
1M
1.00%
YTD
6.98%
6M
6.79%
1Y
18.11%
3Y*
12.76%
5Y*
6.23%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AACKX Monthly Returns History

Based on dividend-adjusted daily data since Mar 10, 2021, AACKX's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2023 with a return of +6.9%, while the worst month was Sep 2022 at -7.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, AACKX closed higher 49% of trading days. The best single day was Apr 9, 2025 with a return of +4.9%, while the worst single day was Apr 4, 2025 at -3.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.30%1.81%-4.58%5.24%2.28%-0.00%6.98%
20252.55%0.00%-2.39%0.29%3.52%3.11%0.91%2.54%1.68%0.87%0.86%0.59%15.39%
2024-0.11%2.21%2.57%-3.11%3.00%0.80%2.49%1.95%1.53%-1.88%3.26%-2.86%10.00%
20235.74%-2.44%1.70%0.78%-1.44%3.48%2.17%-1.91%-3.47%-2.47%6.90%4.68%13.87%
2022-4.11%-1.99%0.31%-6.29%0.11%-6.38%5.89%-3.16%-7.32%4.37%5.94%-2.92%-15.54%
20210.20%3.09%0.77%1.15%0.76%1.60%-2.78%2.96%-2.50%2.11%7.42%

Benchmark Metrics

American Century One Choice Blend+ 2035 Portfolio has an annualized alpha of -1.29%, beta of 0.59, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since March 10, 2021.

  • This fund participated in 74.79% of S&P 500 Index downside but only 56.67% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.59 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
-1.29%
Beta
0.59
0.88
Upside Capture
56.67%
Downside Capture
74.79%

Expense Ratio

AACKX has an expense ratio of 0.58%, placing it in the medium range.


Return for Risk

Risk / Return Rank

AACKX ranks 63 for risk / return — better than 63% 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.


AACKX Risk / Return Rank: 6363
Overall Rank
AACKX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
AACKX Sortino Ratio Rank: 6666
Sortino Ratio Rank
AACKX Omega Ratio Rank: 6363
Omega Ratio Rank
AACKX Calmar Ratio Rank: 5656
Calmar Ratio Rank
AACKX Martin Ratio Rank: 6565
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+ 2035 Portfolio (AACKX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AACKXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.13

Sortino ratioReturn per unit of downside risk

+0.33

Omega ratioGain probability vs. loss probability

1.40

1.37

+0.04

Calmar ratioReturn relative to maximum drawdown

2.76

2.78

-0.03

Martin ratioReturn relative to average drawdown

11.89

12.44

-0.55

Dividends

Dividend History

American Century One Choice Blend+ 2035 Portfolio provided a 3.69% dividend yield over the last twelve months, with an annual payout of $0.45 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%2.50%3.00%3.50%4.00%$0.00$0.10$0.20$0.30$0.4020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.45$0.45$0.27$0.20$0.29$0.28

Dividend yield

3.69%3.95%2.66%2.12%3.45%2.70%

Monthly Dividends

The table displays the monthly dividend distributions for American Century One Choice Blend+ 2035 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$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$0.45$0.45
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27$0.27
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$0.29$0.29
2021$0.28$0.28

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the American Century One Choice Blend+ 2035 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+ 2035 Portfolio was 23.12%, occurring on Oct 14, 2022. Recovery took 430 trading sessions.

The current American Century One Choice Blend+ 2035 Portfolio drawdown is 0.33%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-23.12%Oct 2022
11mo 8d1y 8mo
2y 7moNov 2021 - Jul 2024
2025 selloff2025
-10.76%Apr 2025
1mo 18d1mo 8d
2mo 26dFeb 2025 - May 2025
2026 pullback2026
-6.51%Mar 2026
1mo 2d18d
1mo 20dFeb 2026 - Apr 2026
2025 pullback2025
-4.16%Jan 2025
1mo 2d1mo 4d
2mo 6dDec 2024 - Feb 2025
2024 pullback2024
-3.96%Aug 2024
19d14d
1mo 3dJul 2024 - Aug 2024

Drawdown Indicators


AACKXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-23.12%

-56.78%

+33.66%

Max Drawdown (1Y)

Largest decline over 1 year

-6.51%

-9.10%

+2.59%

Max Drawdown (3Y)

Largest decline over 3 years

-10.76%

-18.90%

+8.14%

Max Drawdown (5Y)

Largest decline over 5 years

-23.12%

-25.43%

+2.31%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.33%

-1.80%

+1.47%

Average Drawdown

Average peak-to-trough decline

-5.82%

-10.71%

+4.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.51%

2.03%

-0.52%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with AACKX

Add American Century One Choice Blend+ 2035 Portfolio to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with AACKX