- Issuer
- American Century
- Inception Date
- Mar 9, 2021
- Category
- Target Retirement Date
- 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
AAEFX Performance Chart
American Century One Choice Blend+ 2060 Portfolio (AAEFX) is up 11.2% since the beginning of the year. AAEFX is currently trading at $14 per share. Investors who bought $1,000 worth of AAEFX shares 5 years ago would now be looking at an investment worth $1,548.
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Returns By Period
American Century One Choice Blend+ 2060 Portfolio (AAEFX) has returned 11.15% so far this year and 27.62% over the past 12 months.
American Century One Choice Blend+ 2060 Portfolio
- 1D
- 0.21%
- 1M
- 3.79%
- YTD
- 11.15%
- 6M
- 12.95%
- 1Y
- 27.62%
- 3Y*
- 18.83%
- 5Y*
- 9.13%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
AAEFX Monthly Returns History
Based on dividend-adjusted daily data since Mar 10, 2021, AAEFX's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, an investment would double in approximately 6.8 years.
Historically, 67% of months were positive and 33% were negative. The best month was Apr 2026 with a return of +8.3%, while the worst month was Sep 2022 at -8.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.
On a daily basis, AAEFX closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +7.6%, while the worst single day was Apr 4, 2025 at -5.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.59% | 2.03% | -6.35% | 8.27% | 3.49% | 0.21% | 11.15% | ||||||
| 2025 | 3.45% | -1.49% | -3.38% | 0.37% | 5.41% | 4.26% | 1.50% | 3.12% | 2.31% | 1.40% | 0.61% | 1.30% | 20.22% |
| 2024 | -0.20% | 3.96% | 3.62% | -3.68% | 3.82% | 1.04% | 2.80% | 2.00% | 1.96% | -1.83% | 4.72% | -3.46% | 15.24% |
| 2023 | 7.43% | -2.92% | 1.34% | 0.55% | -1.42% | 5.32% | 3.37% | -2.75% | -4.29% | -3.50% | 8.16% | 5.52% | 16.92% |
| 2022 | -4.99% | -2.18% | 1.42% | -7.58% | 0.11% | -7.77% | 7.02% | -3.39% | -8.60% | 6.19% | 7.11% | -3.93% | -16.95% |
| 2021 | 0.40% | 4.08% | 0.67% | 1.43% | 0.56% | 2.33% | -3.64% | 4.25% | -3.45% | 2.81% | 9.49% |
Benchmark Metrics
American Century One Choice Blend+ 2060 Portfolio has an annualized alpha of -1.36%, beta of 0.84, and R2 of 0.91 versus S&P 500 Index. Calculated based on daily prices since March 11, 2021.
- This fund participated in 92.01% of S&P 500 Index downside but only 79.75% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -1.36%
- Beta
- 0.84
- R²
- 0.91
- Upside Capture
- 79.75%
- Downside Capture
- 92.01%
Expense Ratio
AAEFX has an expense ratio of 0.58%, placing it in the medium range.
Return for Risk
Risk / Return Rank
AAEFX ranks 64 for risk / return — better than 64% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Century One Choice Blend+ 2060 Portfolio (AAEFX) and compare them to S&P 500 Index.
| AAEFX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.40 | 2.39 | +0.01 |
Sortino ratioReturn per unit of downside risk | 3.31 | 3.25 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.43 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 3.05 | 3.11 | -0.07 |
Martin ratioReturn relative to average drawdown | 13.35 | 14.38 | -1.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
American Century One Choice Blend+ 2060 Portfolio provided a 3.06% dividend yield over the last twelve months, with an annual payout of $0.44 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.44 | $0.44 | $0.33 | $0.20 | $0.22 | $0.32 |
Dividend yield | 3.06% | 3.40% | 3.00% | 2.06% | 2.54% | 3.01% |
Monthly Dividends
The table displays the monthly dividend distributions for American Century One Choice Blend+ 2060 Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.44 | $0.44 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 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 | $0.22 | $0.22 |
| 2021 | $0.32 | $0.32 |
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+ 2060 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+ 2060 Portfolio was 26.07%, occurring on Oct 14, 2022. Recovery took 352 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -26.07%Oct 2022 | 11mo 9d | 1y 5mo | 2y 4moNov 2021 - Mar 2024 |
2025 selloff2025 | -15.99%Apr 2025 | 1mo 18d | 1mo 11d | 2mo 29dFeb 2025 - May 2025 |
2026 pullback2026 | -9.32%Mar 2026 | 1mo 2d | 18d | 1mo 20dFeb 2026 - Apr 2026 |
2024 pullback2024 | -6.55%Aug 2024 | 19d | 16d | 1mo 5dJul 2024 - Aug 2024 |
2025 pullback2025 | -5.16%Jan 2025 | 1mo 2d | 1mo 4d | 2mo 6dDec 2024 - Feb 2025 |
Drawdown Indicators
| AAEFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.07% | -56.78% | +30.71% |
Max Drawdown (1Y)Largest decline over 1 year | -9.32% | -9.10% | -0.22% |
Max Drawdown (3Y)Largest decline over 3 years | -15.99% | -18.90% | +2.91% |
Max Drawdown (5Y)Largest decline over 5 years | -26.07% | -25.43% | -0.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.56% | -10.72% | +4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 1.97% | +0.15% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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