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American Century One Choice Blend+ 2060 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+ 2060 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+ 2060 Portfolio (AAEFX) has returned -3.67% so far this year and 17.63% over the past 12 months.


American Century One Choice Blend+ 2060 Portfolio

1D
-0.40%
1M
-8.86%
YTD
-3.67%
6M
-0.43%
1Y
17.63%
3Y*
13.87%
5Y*
7.16%
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, AAEFX's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, your investment would double in approximately 8.8 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2023 with a return of +8.2%, while the worst month was Mar 2026 at -8.9%. 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.59%2.03%-8.86%-3.67%
20253.45%-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%
20237.43%-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%
20210.40%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 -1.20%, beta of 0.83, and R² of 0.91 versus S&P 500 Index. Calculated based on daily prices since March 11, 2021.

  • This fund participated in 92.19% of S&P 500 Index downside but only 80.70% of its upside — more exposed to losses than it benefited from rallies.

Alpha
-1.20%
Beta
0.83
0.91
Upside Capture
80.70%
Downside Capture
92.19%

Expense Ratio

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


Return for Risk

Risk / Return Rank

AAEFX ranks 61 for risk / return — better than 61% 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.


AAEFX Risk / Return Rank: 6161
Overall Rank
AAEFX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
AAEFX Sortino Ratio Rank: 6161
Sortino Ratio Rank
AAEFX Omega Ratio Rank: 6060
Omega Ratio Rank
AAEFX Calmar Ratio Rank: 5858
Calmar Ratio Rank
AAEFX Martin Ratio Rank: 6767
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+ 2060 Portfolio (AAEFX) and compare them to a chosen benchmark (S&P 500 Index).


AAEFXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.11

0.90

+0.21

Sortino ratio

Return per unit of downside risk

1.62

1.39

+0.23

Omega ratio

Gain probability vs. loss probability

1.24

1.21

+0.03

Calmar ratio

Return relative to maximum drawdown

1.40

1.40

0.00

Martin ratio

Return relative to average drawdown

6.42

6.61

-0.19

Explore AAEFX 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+ 2060 Portfolio provided a 3.53% 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.


2.00%2.20%2.40%2.60%2.80%3.00%3.20%3.40%$0.00$0.10$0.20$0.30$0.4020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.44$0.44$0.33$0.20$0.22$0.32

Dividend yield

3.53%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.


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$0.44$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.

The current American Century One Choice Blend+ 2060 Portfolio drawdown is 9.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-26.07%Nov 9, 2021235Oct 14, 2022352Mar 12, 2024587
-15.99%Feb 19, 202535Apr 8, 202528May 19, 202563
-9.32%Feb 26, 202623Mar 30, 2026
-6.55%Jul 17, 202414Aug 5, 202412Aug 21, 202426
-5.16%Dec 9, 202422Jan 10, 202523Feb 13, 202545

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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