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American Century Investments One Choice 2040 Portf...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US02507F6135

CUSIP

02507F613

Inception Date

May 29, 2008

Min. Investment

$2,500

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

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


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.


Performance

Performance Chart


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Returns By Period

American Century Investments One Choice 2040 Portfolio (ARDVX) returned 0.90% year-to-date (YTD) and 2.95% over the past 12 months. Over the past 10 years, ARDVX returned 2.21% annually, underperforming the S&P 500 benchmark at 10.46%.


ARDVX

YTD

0.90%

1M

5.83%

6M

-4.02%

1Y

2.95%

5Y*

4.32%

10Y*

2.21%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.40%0.07%-2.49%0.23%0.75%0.90%
20240.00%2.26%2.52%-3.35%3.00%0.82%2.37%2.17%1.42%-2.23%3.14%-5.60%6.24%
20235.80%-2.46%2.18%0.74%-1.39%3.39%2.00%-2.12%-3.68%-2.49%6.99%4.37%13.40%
2022-4.22%-2.20%0.22%-6.09%-0.23%-6.11%5.52%-3.36%-7.36%4.19%5.95%-6.71%-19.67%
2021-0.49%1.69%1.46%3.07%0.73%1.12%1.24%1.54%-3.04%3.39%-2.08%-1.70%6.91%
2020-0.38%-4.57%-10.85%8.33%4.38%2.22%4.34%3.64%-1.72%-1.24%8.41%-2.03%9.20%
20196.45%2.15%1.25%2.70%-3.90%4.77%0.67%-0.89%1.20%1.40%1.97%-4.49%13.51%
20183.95%-2.95%-0.94%0.22%1.09%-0.29%2.10%1.06%-0.21%-6.05%1.05%-10.40%-11.58%
20172.05%2.01%0.79%1.41%0.93%0.38%1.83%0.30%1.64%0.08%1.55%0.64%14.47%
2016-4.06%-0.53%5.50%0.76%1.00%-0.16%3.31%0.16%0.56%-1.91%1.30%-1.41%4.26%
2015-0.70%3.71%-0.46%0.53%0.68%-1.66%0.84%-4.95%-2.24%5.16%-0.08%-6.33%-5.89%
2014-2.26%3.97%0.24%0.00%1.99%1.87%-1.68%2.96%-2.42%2.09%1.59%-2.64%5.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ARDVX is 41, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ARDVX is 4141
Overall Rank
The Sharpe Ratio Rank of ARDVX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of ARDVX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of ARDVX is 4040
Omega Ratio Rank
The Calmar Ratio Rank of ARDVX is 4242
Calmar Ratio Rank
The Martin Ratio Rank of ARDVX is 4141
Martin 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 2040 Portfolio (ARDVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

American Century Investments One Choice 2040 Portfolio Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 0.28
  • 5-Year: 0.37
  • 10-Year: 0.18
  • All Time: 0.25

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of American Century Investments One Choice 2040 Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

American Century Investments One Choice 2040 Portfolio provided a 2.46% dividend yield over the last twelve months, with an annual payout of $0.33 per share. The fund has been increasing its distributions for 2 consecutive years.


0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.33$0.33$0.27$0.26$0.58$0.14$0.21$0.33$0.25$0.15$0.22$0.29

Dividend yield

2.46%2.48%2.07%2.26%3.95%0.97%1.56%2.80%1.83%1.21%1.86%2.24%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.33
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27$0.27
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.26$0.26
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.58$0.58
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.14
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.21
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.33
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.17$0.25
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.22
2014$0.29$0.29

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 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 43.75%, occurring on Mar 9, 2009. Recovery took 452 trading sessions.

The current American Century Investments One Choice 2040 Portfolio drawdown is 7.47%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.75%Jun 6, 2008189Mar 9, 2009452Dec 21, 2010641
-28.8%Dec 30, 201958Mar 23, 2020114Sep 2, 2020172
-26.4%Nov 9, 2021235Oct 14, 2022
-17.82%May 22, 2015183Feb 11, 2016307May 2, 2017490
-17.06%Jan 29, 2018235Jan 3, 2019228Nov 27, 2019463

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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