American Century Investments One Choice 2040 Portfolio (ARDVX)

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The chart shows the growth of an initial investment of $10,000 in American Century Investments One Choice 2040 Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

American Century Investments One Choice 2040 Portfolio (ARDVX) has returned -3.01% so far this year and 9.88% over the past 12 months. Over the last ten years, ARDVX has returned 7.52% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 30, 2008, ARDVX's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, your investment would double in approximately 10.0 years.

Historically, 64% of months were positive and 36% were negative. The best month was Oct 2011 with a return of +9.3%, while the worst month was Oct 2008 at -14.7%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ARDVX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +8.6%, while the worst single day was Mar 16, 2020 at -8.0%.

American Century Investments One Choice 2040 Portfolio has an annualized alpha of -0.01%, beta of 0.69, and R² of 0.93 versus S&P 500 Index. Calculated based on daily prices since June 02, 2008.

• This fund participated in 77.89% of S&P 500 Index downside but only 69.26% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.69 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

ARDVX has an expense ratio of 0.83%, placing it in the medium range.

ARDVX ranks 49 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.

The table below present risk-adjusted performance metrics for American Century Investments One Choice 2040 Portfolio (ARDVX) and compare them to a chosen benchmark (S&P 500 Index).

American Century Investments One Choice 2040 Portfolio provided a 13.54% dividend yield over the last twelve months, with an annual payout of $1.75 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for American Century Investments One Choice 2040 Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the American Century Investments One Choice 2040 Portfolio. 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 2040 Portfolio was 44.47%, occurring on Mar 9, 2009. Recovery took 460 trading sessions.

The current American Century Investments One Choice 2040 Portfolio drawdown is 6.58%.

The chart below shows the rolling one-month volatility.