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American Century Investments One Choice Portfolio:...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS02507F7380
CUSIP02507F738
IssuerAmerican Century Investments
Inception DateSep 29, 2004
CategoryDiversified Portfolio
Min. Investment$2,500
Asset ClassMulti-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

AOMIX has an expense ratio of 0.00%, indicating no management fees are charged.


Expense ratio chart for AOMIX: current value at 0.00% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.00%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


American Century Investments One Choice Portfolio: Moderate

Performance

Performance Chart

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.


250.00%300.00%350.00%400.00%2024FebruaryMarchAprilMayJune
267.37%
387.51%
AOMIX (American Century Investments One Choice Portfolio: Moderate)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Century Investments One Choice Portfolio: Moderate had a return of 5.61% year-to-date (YTD) and 11.12% in the last 12 months. Over the past 10 years, American Century Investments One Choice Portfolio: Moderate had an annualized return of 6.23%, while the S&P 500 had an annualized return of 10.88%, indicating that American Century Investments One Choice Portfolio: Moderate did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date5.61%13.92%
1 month0.61%3.57%
6 months6.57%15.13%
1 year11.12%24.27%
5 years (annualized)6.94%13.51%
10 years (annualized)6.23%10.88%

Monthly Returns

The table below presents the monthly returns of AOMIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.07%2.46%2.52%-3.29%2.99%5.61%
20235.67%-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%
2020-0.19%-4.30%-10.40%8.19%4.44%2.24%4.37%3.68%-1.83%3.63%3.20%3.34%16.08%
20196.06%2.04%1.23%2.51%-3.61%4.53%0.64%-0.70%0.92%1.40%1.83%1.96%20.14%
20183.79%-2.86%-0.80%0.06%0.89%-0.42%1.83%0.93%-0.20%-5.74%0.79%-3.27%-5.23%
20172.05%1.87%0.79%1.35%1.00%0.36%1.72%0.45%1.38%1.34%1.39%0.76%15.43%
2016-3.70%-0.30%5.20%0.79%0.85%-0.01%3.12%0.21%0.48%-1.78%0.70%0.98%6.46%
2015-0.53%3.25%-0.51%0.65%0.51%-1.56%0.78%-4.52%-2.09%4.71%-0.26%-1.71%-1.60%
2014-1.86%3.65%0.13%-0.00%1.77%1.71%-1.51%2.61%-2.32%1.81%1.45%-0.47%6.98%
20132.83%0.53%1.82%1.72%0.22%-1.87%3.53%-2.25%3.11%3.03%1.26%1.22%16.04%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AOMIX is 48, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of AOMIX is 4848
AOMIX (American Century Investments One Choice Portfolio: Moderate)
The Sharpe Ratio Rank of AOMIX is 5252Sharpe Ratio Rank
The Sortino Ratio Rank of AOMIX is 5252Sortino Ratio Rank
The Omega Ratio Rank of AOMIX is 5050Omega Ratio Rank
The Calmar Ratio Rank of AOMIX is 4444Calmar Ratio Rank
The Martin Ratio Rank of AOMIX is 4646Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Moderate (AOMIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AOMIX
Sharpe ratio
The chart of Sharpe ratio for AOMIX, currently valued at 1.36, compared to the broader market-1.000.001.002.003.004.001.36
Sortino ratio
The chart of Sortino ratio for AOMIX, currently valued at 2.03, compared to the broader market0.005.0010.002.03
Omega ratio
The chart of Omega ratio for AOMIX, currently valued at 1.25, compared to the broader market1.002.003.004.001.25
Calmar ratio
The chart of Calmar ratio for AOMIX, currently valued at 0.65, compared to the broader market0.005.0010.0015.000.65
Martin ratio
The chart of Martin ratio for AOMIX, currently valued at 3.70, compared to the broader market0.0020.0040.0060.0080.003.70
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.15, compared to the broader market-1.000.001.002.003.004.002.15
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.06, compared to the broader market0.005.0010.003.06
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market1.002.003.004.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.72, compared to the broader market0.005.0010.0015.001.72
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.07, compared to the broader market0.0020.0040.0060.0080.008.07

Sharpe Ratio

The current American Century Investments One Choice Portfolio: Moderate Sharpe ratio is 1.36. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Century Investments One Choice Portfolio: Moderate with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.002024FebruaryMarchAprilMayJune
1.36
2.15
AOMIX (American Century Investments One Choice Portfolio: Moderate)
Benchmark (^GSPC)

Dividends

Dividend History

American Century Investments One Choice Portfolio: Moderate granted a 2.19% dividend yield in the last twelve months. The annual payout for that period amounted to $0.33 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.33$0.33$1.35$1.62$1.41$1.03$1.15$0.50$0.52$1.13$0.37$0.23

Dividend yield

2.19%2.29%10.49%9.55%8.48%6.61%8.27%3.13%3.64%8.20%2.43%1.59%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.06$0.00$0.00$0.00$0.06
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
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$1.41
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$1.03
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$1.15
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$0.50
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$0.52
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$1.13
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$0.37
2013$0.03$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$0.12$0.23

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-8.00%-6.00%-4.00%-2.00%0.00%2024FebruaryMarchAprilMayJune
-1.43%
0
AOMIX (American Century Investments One Choice Portfolio: Moderate)
Benchmark (^GSPC)

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 460 trading sessions.

The current American Century Investments One Choice Portfolio: Moderate drawdown is 1.43%.


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
-13.8%Jul 8, 201161Oct 3, 201185Feb 3, 2012146

Volatility

Volatility Chart

The current American Century Investments One Choice Portfolio: Moderate volatility is 2.01%, 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%2.50%3.00%3.50%4.00%2024FebruaryMarchAprilMayJune
2.01%
2.49%
AOMIX (American Century Investments One Choice Portfolio: Moderate)
Benchmark (^GSPC)