American Century Investments One Choice Portfolio: Conservative (AOCIX)
The investment seeks the highest total return consistent with its asset mix. The fund invests in other American Century Investments mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. Its asset allocation strategy emphasizes investments in fixed-income securities and short-term investments, but maintains a sizeable portion of the fund's assets in equity securities. The fund invests 45% of its assets in underlying funds that invest in stocks, 49% of its assets in underlying funds that invest in bonds, and 6% of its assets in underlying funds that invest in cash equivalents.
Fund Info
| ISIN | US02507F7463 |
|---|---|
| CUSIP | 02507F746 |
| Issuer | American Century Investments |
| Inception Date | Sep 29, 2004 |
| Category | Diversified Portfolio |
| Minimum Investment | $2,500 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The American Century Investments One Choice Portfolio: Conservative has an expense ratio of 0.00%, indicating no management fees are charged.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in American Century Investments One Choice Portfolio: Conservative, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
American Century Investments One Choice Portfolio: Conservative had a return of 3.09% year-to-date (YTD) and -2.26% in the last 12 months. Over the past 10 years, American Century Investments One Choice Portfolio: Conservative had an annualized return of 4.68%, while the S&P 500 had an annualized return of 9.79%, indicating that American Century Investments One Choice Portfolio: Conservative did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -1.97% | 0.86% |
| Year-To-Date | 3.09% | 9.53% |
| 6 months | 1.58% | 4.45% |
| 1 year | -2.26% | 1.14% |
| 5 years (annualized) | 4.11% | 9.36% |
| 10 years (annualized) | 4.68% | 9.79% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 4.47% | -2.14% | 2.10% | 0.74% | ||||||||
| 2022 | 3.02% | 4.89% | -2.08% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Conservative (AOCIX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AOCIX American Century Investments One Choice Portfolio: Conservative | -0.05 | ||||
^GSPC S&P 500 | 0.27 |
Dividend History
American Century Investments One Choice Portfolio: Conservative granted a 9.79% dividend yield in the last twelve months. The annual payout for that period amounted to $1.17 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.17 | $1.12 | $1.22 | $0.77 | $0.67 | $0.88 | $0.43 | $0.37 | $0.87 | $0.41 | $0.21 | $0.25 |
Dividend yield | 9.79% | 9.67% | 9.02% | 6.25% | 6.12% | 9.31% | 4.44% | 4.26% | 10.42% | 4.88% | 2.72% | 3.44% |
Monthly Dividends
The table displays the monthly dividend distributions for American Century Investments One Choice Portfolio: Conservative. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | ||||||||
| 2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.97 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $1.11 |
| 2020 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.68 |
| 2019 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.55 |
| 2018 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.75 |
| 2017 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.33 |
| 2016 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.28 |
| 2015 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.79 |
| 2014 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.27 |
| 2013 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.11 |
| 2012 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.11 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the American Century Investments One Choice Portfolio: Conservative. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the American Century Investments One Choice Portfolio: Conservative is 26.87%, recorded on Mar 9, 2009. It took 277 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.87% | Nov 1, 2007 | 338 | Mar 9, 2009 | 277 | Apr 14, 2010 | 615 |
| -19.71% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
| -19.19% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
| -10.41% | Jan 29, 2018 | 229 | Dec 24, 2018 | 56 | Mar 18, 2019 | 285 |
| -8.99% | Apr 27, 2015 | 202 | Feb 11, 2016 | 81 | Jun 8, 2016 | 283 |
Volatility Chart
The current American Century Investments One Choice Portfolio: Conservative volatility is 1.36%, 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.