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American Century Investments One Choice Portfolio: Conservative (AOCIX)

Mutual Fund · Currency in USD · Last updated May 27, 2023

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

ISINUS02507F7463
CUSIP02507F746
IssuerAmerican Century Investments
Inception DateSep 29, 2004
CategoryDiversified Portfolio
Minimum Investment$2,500
Asset ClassMulti-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.


0.00%
0.00%2.15%

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.


-4.00%-2.00%0.00%2.00%4.00%6.00%December2023FebruaryMarchAprilMay
2.46%
6.26%
AOCIX (American Century Investments One Choice Portfolio: Conservative)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with AOCIX

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.


PeriodReturnBenchmark
1 month-1.97%0.86%
Year-To-Date3.09%9.53%
6 months1.58%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


JanFebMarAprMayJunJulAugSepOctNovDec
20234.47%-2.14%2.10%0.74%
20223.02%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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AOCIX
American Century Investments One Choice Portfolio: Conservative
-0.05
^GSPC
S&P 500
0.27

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current American Century Investments One Choice Portfolio: Conservative Sharpe ratio is -0.05. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.00December2023FebruaryMarchAprilMay
-0.05
0.27
AOCIX (American Century Investments One Choice Portfolio: Conservative)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015201420132012
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-22.00%-20.00%-18.00%-16.00%-14.00%-12.00%-10.00%December2023FebruaryMarchAprilMay
-12.05%
-12.32%
AOCIX (American Century Investments One Choice Portfolio: Conservative)
Benchmark (^GSPC)

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, 2007338Mar 9, 2009277Apr 14, 2010615
-19.71%Nov 10, 2021234Oct 14, 2022
-19.19%Feb 20, 202023Mar 23, 202079Jul 15, 2020102
-10.41%Jan 29, 2018229Dec 24, 201856Mar 18, 2019285
-8.99%Apr 27, 2015202Feb 11, 201681Jun 8, 2016283

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.


2.00%4.00%6.00%8.00%December2023FebruaryMarchAprilMay
1.36%
3.82%
AOCIX (American Century Investments One Choice Portfolio: Conservative)
Benchmark (^GSPC)