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American Century One Choice Blend+ 2055 Portfolio ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

IssuerAmerican Century Investments
Inception DateMar 9, 2021
CategoryTarget Retirement Date
Min. Investment$2,500
Asset ClassMulti-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

AADVX features an expense ratio of 0.58%, falling within the medium range.


Expense ratio chart for AADVX: current value at 0.58% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.58%

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.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Century One Choice Blend+ 2055 Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%MayJuneJulyAugustSeptemberOctober
9.01%
12.24%
AADVX (American Century One Choice Blend+ 2055 Portfolio)
Benchmark (^GSPC)

Returns By Period

American Century One Choice Blend+ 2055 Portfolio had a return of 14.90% year-to-date (YTD) and 25.69% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date14.90%21.43%
1 month3.87%5.87%
6 months9.00%12.23%
1 year25.69%32.90%
5 years (annualized)N/A14.34%
10 years (annualized)N/A11.78%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.20%3.78%3.45%-3.62%3.75%1.05%2.73%2.02%1.89%14.90%
20237.26%-2.84%1.35%0.55%-1.43%5.14%3.30%-2.68%-4.23%-3.43%8.01%5.57%16.70%
2022-4.90%-2.18%1.22%-7.41%0.11%-7.77%7.03%-3.39%-8.49%6.07%7.00%-3.88%-16.92%
20210.40%3.98%0.77%1.43%0.56%2.33%-3.73%4.35%-3.44%2.72%9.39%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AADVX is 58, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of AADVX is 5858
AADVX (American Century One Choice Blend+ 2055 Portfolio)
The Sharpe Ratio Rank of AADVX is 5656Sharpe Ratio Rank
The Sortino Ratio Rank of AADVX is 5656Sortino Ratio Rank
The Omega Ratio Rank of AADVX is 5454Omega Ratio Rank
The Calmar Ratio Rank of AADVX is 5858Calmar Ratio Rank
The Martin Ratio Rank of AADVX is 6767Martin 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+ 2055 Portfolio (AADVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AADVX
Sharpe ratio
The chart of Sharpe ratio for AADVX, currently valued at 2.44, compared to the broader market0.002.004.002.44
Sortino ratio
The chart of Sortino ratio for AADVX, currently valued at 3.38, compared to the broader market0.005.0010.003.38
Omega ratio
The chart of Omega ratio for AADVX, currently valued at 1.44, compared to the broader market1.002.003.004.001.44
Calmar ratio
The chart of Calmar ratio for AADVX, currently valued at 1.47, compared to the broader market0.005.0010.0015.0020.0025.001.47
Martin ratio
The chart of Martin ratio for AADVX, currently valued at 15.45, compared to the broader market0.0020.0040.0060.0080.00100.0015.45
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.68, compared to the broader market0.002.004.002.68
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.59, compared to the broader market0.005.0010.003.59
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.49, compared to the broader market1.002.003.004.001.49
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.37, compared to the broader market0.005.0010.0015.0020.0025.002.37
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 16.37, compared to the broader market0.0020.0040.0060.0080.00100.0016.37

Sharpe Ratio

The current American Century One Choice Blend+ 2055 Portfolio Sharpe ratio is 2.44. 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+ 2055 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 Ratio1.001.502.002.50MayJuneJulyAugustSeptemberOctober
2.44
2.68
AADVX (American Century One Choice Blend+ 2055 Portfolio)
Benchmark (^GSPC)

Dividends

Dividend History

American Century One Choice Blend+ 2055 Portfolio granted a 1.45% dividend yield in the last twelve months. The annual payout for that period amounted to $0.16 per share.


PeriodTTM202320222021
Dividend$0.16$0.16$0.27$0.33

Dividend yield

1.45%1.66%3.21%3.11%

Monthly Dividends

The table displays the monthly dividend distributions for American Century One Choice Blend+ 2055 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
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16$0.16
2022$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
2021$0.33$0.33

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%MayJuneJulyAugustSeptemberOctober
-0.62%
0
AADVX (American Century One Choice Blend+ 2055 Portfolio)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Century One Choice Blend+ 2055 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+ 2055 Portfolio was 26.03%, occurring on Oct 14, 2022. Recovery took 358 trading sessions.

The current American Century One Choice Blend+ 2055 Portfolio drawdown is 0.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-26.03%Nov 9, 2021235Oct 14, 2022358Mar 20, 2024593
-6.26%Jul 17, 202414Aug 5, 202412Aug 21, 202426
-4.95%Apr 1, 202415Apr 19, 202417May 14, 202432
-4.52%Sep 7, 202120Oct 4, 202120Nov 1, 202140
-3.61%Apr 30, 20219May 12, 202113Jun 1, 202122

Volatility

Volatility Chart

The current American Century One Choice Blend+ 2055 Portfolio volatility is 2.60%, 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.


2.00%3.00%4.00%5.00%6.00%MayJuneJulyAugustSeptemberOctober
2.60%
2.94%
AADVX (American Century One Choice Blend+ 2055 Portfolio)
Benchmark (^GSPC)