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American Century Investments One Choice Portfolio: Moderate (AOMIX)

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

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 equity securities, but maintains a sizeable portion of the fund's assets in fixed-income securities and short-term investments. The fund invests 64% of its assets in underlying funds that invest in stocks, 32% of its assets in underlying funds that invest in bonds, and 4% of its assets in underlying funds that invest in cash equivalents.

Fund Info

ISINUS02507F7380
CUSIP02507F738
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: Moderate 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: Moderate, 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
3.20%
6.09%
AOMIX (American Century Investments One Choice Portfolio: Moderate)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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

Return

American Century Investments One Choice Portfolio: Moderate had a return of 4.08% year-to-date (YTD) and -1.57% in the last 12 months. Over the past 10 years, American Century Investments One Choice Portfolio: Moderate had an annualized return of 5.99%, while the S&P 500 had an annualized return of 9.83%, indicating that American Century Investments One Choice Portfolio: Moderate did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-1.26%1.70%
Year-To-Date4.08%9.53%
6 months2.19%4.45%
1 year-1.57%1.14%
5 years (annualized)4.90%9.10%
10 years (annualized)5.99%9.83%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20235.67%-2.42%2.00%0.74%
20224.11%5.85%-2.77%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Moderate (AOMIX) 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
AOMIX
American Century Investments One Choice Portfolio: Moderate
0.07
^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: Moderate Sharpe ratio is 0.07. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.00December2023FebruaryMarchAprilMay
0.07
0.27
AOMIX (American Century Investments One Choice Portfolio: Moderate)
Benchmark (^GSPC)

Dividend History

American Century Investments One Choice Portfolio: Moderate granted a 10.53% dividend yield in the last twelve months. The annual payout for that period amounted to $1.41 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$1.41$1.35$1.62$1.41$1.03$1.15$0.50$0.52$1.13$0.37$0.23$0.25

Dividend yield

10.53%10.53%10.59%10.31%8.73%11.65%4.78%5.74%13.39%4.30%2.88%3.61%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.05$0.00
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
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
2020$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.03$0.00$0.00$1.31
2019$0.00$0.00$0.06$0.00$0.00$0.05$0.00$0.00$0.03$0.00$0.00$0.89
2018$0.00$0.00$0.06$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$0.99
2017$0.00$0.00$0.06$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.35
2016$0.00$0.00$0.03$0.00$0.00$0.05$0.00$0.00$0.03$0.00$0.00$0.41
2015$0.00$0.00$0.03$0.00$0.00$0.04$0.00$0.00$0.03$0.00$0.00$1.03
2014$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.05$0.00$0.00$0.21
2013$0.00$0.00$0.03$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$0.12
2012$0.04$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$0.12

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%December2023FebruaryMarchAprilMay
-14.06%
-12.32%
AOMIX (American Century Investments One Choice Portfolio: Moderate)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the American Century Investments One Choice Portfolio: Moderate. 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: Moderate is 38.62%, recorded on Mar 9, 2009. It took 460 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.62%Nov 1, 2007338Mar 9, 2009460Jan 3, 2011798
-24.91%Feb 20, 202023Mar 23, 202083Jul 21, 2020106
-23.24%Nov 9, 2021235Oct 14, 2022
-14.19%Jan 29, 2018229Dec 24, 201870Apr 5, 2019299
-13.79%Jul 8, 201161Oct 3, 201185Feb 3, 2012146

Volatility Chart

The current American Century Investments One Choice Portfolio: Moderate volatility is 2.00%, 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%3.00%4.00%5.00%6.00%7.00%8.00%December2023FebruaryMarchAprilMay
2.00%
3.82%
AOMIX (American Century Investments One Choice Portfolio: Moderate)
Benchmark (^GSPC)