- ISIN
- US02507F7380
- CUSIP
- 02507F738
- Issuer
- American Century
- Inception Date
- Sep 29, 2004
- Category
- Diversified Portfolio
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $2B
Share Price Chart
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Performance
AOMIX Performance Chart
American Century Investments One Choice Portfolio: Moderate (AOMIX) is up 6.1% since the beginning of the year. AOMIX is currently trading at $17 per share. Investors who bought $1,000 worth of AOMIX shares 5 years ago would now be looking at an investment worth $1,312.
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Returns By Period
American Century Investments One Choice Portfolio: Moderate (AOMIX) has returned 6.13% so far this year and 15.50% over the past 12 months. Over the last ten years, AOMIX has returned 8.14% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
American Century Investments One Choice Portfolio: Moderate
- 1D
- 0.71%
- 1M
- 1.02%
- YTD
- 6.13%
- 6M
- 5.93%
- 1Y
- 15.50%
- 3Y*
- 11.35%
- 5Y*
- 5.58%
- 10Y*
- 8.14%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
AOMIX Monthly Returns History
Based on dividend-adjusted daily data since Sep 30, 2004, AOMIX's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, an investment would double in approximately 9.5 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +8.2%, while the worst month was Oct 2008 at -12.6%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.
On a daily basis, AOMIX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +6.4%, while the worst single day was Mar 16, 2020 at -7.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.04% | 1.58% | -5.01% | 5.43% | 2.21% | 0.02% | 6.13% | ||||||
| 2025 | 2.49% | -0.13% | -2.57% | 0.33% | 3.22% | 3.00% | 0.68% | 2.35% | 1.47% | 0.77% | 0.53% | 0.25% | 12.97% |
| 2024 | 0.07% | 2.46% | 2.52% | -3.29% | 2.99% | 0.85% | 2.22% | 2.10% | 1.49% | -2.16% | 3.38% | -2.69% | 10.07% |
| 2023 | 5.67% | -2.42% | 2.00% | 0.74% | -1.55% | 3.53% | 2.03% | -2.27% | -3.77% | -2.42% | 6.91% | 4.57% | 13.04% |
| 2022 | -4.35% | -2.15% | 0.03% | -5.86% | -0.07% | -6.03% | 5.16% | -3.27% | -7.30% | 4.11% | 5.85% | -2.77% | -16.37% |
| 2021 | -0.48% | 1.87% | 1.56% | 3.16% | 0.85% | 0.91% | 1.23% | 1.54% | -3.00% | 3.48% | -2.17% | 2.50% | 11.82% |
Benchmark Metrics
American Century Investments One Choice Portfolio: Moderate has an annualized alpha of 1.10%, beta of 0.60, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since September 30, 2004.
- This fund participated in 68.10% of S&P 500 Index downside but only 63.88% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.60 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 1.10%
- Beta
- 0.60
- R²
- 0.92
- Upside Capture
- 63.88%
- Downside Capture
- 68.10%
Expense Ratio
AOMIX has an expense ratio of 0.00%, meaning no management fees are charged.
Return for Risk
Risk / Return Rank
AOMIX ranks 44 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Moderate (AOMIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AOMIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.37 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.78 | -0.55 |
| Martin ratioReturn relative to average drawdown | 9.43 | 12.44 | -3.00 |
Dividends
Dividend History
American Century Investments One Choice Portfolio: Moderate provided a 6.80% dividend yield over the last twelve months, with an annual payout of $1.16 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.16 | $1.08 | $0.39 | $0.33 | $1.35 | $1.62 | $1.41 | $1.03 | $1.15 | $0.33 | $0.52 | $0.98 |
Dividend yield | 6.80% | 6.69% | 2.53% | 2.29% | 10.49% | 9.55% | 8.48% | 6.61% | 8.27% | 2.11% | 3.64% | 7.11% |
Monthly Dividends
The table displays the monthly dividend distributions for American Century Investments One Choice Portfolio: Moderate. 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 | $0.04 | $0.00 | $0.00 | $0.09 | $0.13 | ||||||
| 2025 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.92 | $1.08 |
| 2024 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.21 | $0.39 |
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.18 | $0.33 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $1.19 | $1.35 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $1.48 | $1.62 |
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 Investments One Choice Portfolio: Moderate. 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 Investments One Choice Portfolio: Moderate was 38.62%, occurring on Mar 9, 2009. Recovery took 467 trading sessions.
The current American Century Investments One Choice Portfolio: Moderate drawdown is 0.35%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -38.62%Mar 2009 | 1y 4mo | 1y 10mo | 3y 2moNov 2007 - Jan 2011 |
COVID crash2020 | -24.91%Mar 2020 | 1mo 2d | 4mo | 5mo 2dFeb 2020 - Jul 2020 |
Bear market2022 | -23.24%Oct 2022 | 11mo 9d | 1y 9mo | 2y 8moNov 2021 - Jul 2024 |
Rate-hike selloffLate 2018 | -14.18%Dec 2018 | 10mo 29d | 3mo 12d | 1y 2moJan 2018 - Apr 2019 |
2011 correction2011 | -14.15%Oct 2011 | 2mo 27d | 4mo 16d | 7mo 13dJul 2011 - Feb 2012 |
Drawdown Indicators
| AOMIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.62% | -56.78% | +18.16% |
Max Drawdown (1Y)Largest decline over 1 year | -6.91% | -9.10% | +2.19% |
Max Drawdown (3Y)Largest decline over 3 years | -10.84% | -18.90% | +8.06% |
Max Drawdown (5Y)Largest decline over 5 years | -23.24% | -25.43% | +2.19% |
Max Drawdown (10Y)Largest decline over 10 years | -24.91% | -33.92% | +9.01% |
Current DrawdownCurrent decline from peak | -0.35% | -1.80% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -10.71% | +5.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 2.03% | -0.40% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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