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American Century Investments One Choice 2050 Portf...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS02507F5632
CUSIP02507F563
IssuerAmerican Century Investments
Inception DateMay 29, 2008
CategoryTarget Retirement Date
Min. Investment$2,500
Asset ClassMulti-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The American Century Investments One Choice 2050 Portfolio has a high expense ratio of 0.88%, indicating higher-than-average management fees.


Expense ratio chart for ARFVX: current value at 0.88% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.88%

Share Price Chart


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American Century Investments One Choice 2050 Portfolio

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Century Investments One Choice 2050 Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
17.70%
23.86%
ARFVX (American Century Investments One Choice 2050 Portfolio)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Century Investments One Choice 2050 Portfolio had a return of 3.04% year-to-date (YTD) and 11.98% in the last 12 months. Over the past 10 years, American Century Investments One Choice 2050 Portfolio had an annualized return of 7.46%, while the S&P 500 had an annualized return of 10.52%, indicating that American Century Investments One Choice 2050 Portfolio did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date3.04%6.92%
1 month-2.60%-2.83%
6 months17.70%23.86%
1 year11.98%23.33%
5 years (annualized)7.13%11.66%
10 years (annualized)7.46%10.52%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.07%3.04%2.88%
2023-4.11%-2.80%7.61%4.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ARFVX is 60, suggesting that the investment has average results relative to the market 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 ARFVX is 6060
American Century Investments One Choice 2050 Portfolio(ARFVX)
The Sharpe Ratio Rank of ARFVX is 6464Sharpe Ratio Rank
The Sortino Ratio Rank of ARFVX is 6464Sortino Ratio Rank
The Omega Ratio Rank of ARFVX is 6262Omega Ratio Rank
The Calmar Ratio Rank of ARFVX is 5454Calmar Ratio Rank
The Martin Ratio Rank of ARFVX is 5555Martin 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 2050 Portfolio (ARFVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ARFVX
Sharpe ratio
The chart of Sharpe ratio for ARFVX, currently valued at 1.42, compared to the broader market-1.000.001.002.003.004.001.42
Sortino ratio
The chart of Sortino ratio for ARFVX, currently valued at 2.12, compared to the broader market-2.000.002.004.006.008.0010.0012.002.12
Omega ratio
The chart of Omega ratio for ARFVX, currently valued at 1.25, compared to the broader market0.501.001.502.002.503.001.25
Calmar ratio
The chart of Calmar ratio for ARFVX, currently valued at 0.72, compared to the broader market0.002.004.006.008.0010.0012.000.72
Martin ratio
The chart of Martin ratio for ARFVX, currently valued at 3.93, compared to the broader market0.0010.0020.0030.0040.0050.003.93
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-1.000.001.002.003.004.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.18, compared to the broader market-2.000.002.004.006.008.0010.0012.003.18
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.002.503.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.68, compared to the broader market0.002.004.006.008.0010.0012.001.68
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.62, compared to the broader market0.0010.0020.0030.0040.0050.008.62

Sharpe Ratio

The current American Century Investments One Choice 2050 Portfolio Sharpe ratio is 1.42. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.42
2.19
ARFVX (American Century Investments One Choice 2050 Portfolio)
Benchmark (^GSPC)

Dividends

Dividend History

American Century Investments One Choice 2050 Portfolio granted a 1.91% dividend yield in the last twelve months. The annual payout for that period amounted to $0.27 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.27$0.27$0.82$1.20$0.98$1.18$1.31$0.43$0.47$0.81$0.58$0.38

Dividend yield

1.91%1.96%6.71%7.57%6.52%8.66%10.95%3.06%3.86%6.85%4.53%3.10%

Monthly Dividends

The table displays the monthly dividend distributions for American Century Investments One Choice 2050 Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
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
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.82
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.20
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.98
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.18
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.31
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.00$0.19
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.47
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.81
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.58
2013$0.38

Drawdowns

Drawdowns Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.54%
-2.94%
ARFVX (American Century Investments One Choice 2050 Portfolio)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Century Investments One Choice 2050 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 2050 Portfolio was 46.83%, occurring on Mar 9, 2009. Recovery took 469 trading sessions.

The current American Century Investments One Choice 2050 Portfolio drawdown is 3.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.83%Jun 6, 2008189Mar 9, 2009469Jan 14, 2011658
-29.54%Feb 20, 202023Mar 23, 202094Aug 5, 2020117
-25.12%Nov 9, 2021235Oct 14, 2022
-18.31%May 2, 2011108Oct 3, 201199Feb 24, 2012207
-16.85%Jan 29, 2018229Dec 24, 201866Apr 1, 2019295

Volatility

Volatility Chart

The current American Century Investments One Choice 2050 Portfolio volatility is 2.71%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%NovemberDecember2024FebruaryMarchApril
2.71%
3.65%
ARFVX (American Century Investments One Choice 2050 Portfolio)
Benchmark (^GSPC)