PortfoliosLab logoPortfoliosLab logo
ISIN
US02507F5632
CUSIP
02507F563
Inception Date
May 29, 2008
Min. Investment
$2,500
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$956M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


Performance

ARFVX Performance Chart

American Century Investments One Choice 2050 Portfolio (ARFVX) is up 7.4% since the beginning of the year. ARFVX is currently trading at $16 per share. Investors who bought $1,000 worth of ARFVX shares 5 years ago would now be looking at an investment worth $1,363.


Loading charts...

S&P 500 Index

Returns By Period

American Century Investments One Choice 2050 Portfolio (ARFVX) has returned 7.35% so far this year and 18.81% over the past 12 months. Over the last ten years, ARFVX has returned 9.51% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


American Century Investments One Choice 2050 Portfolio

1D
0.13%
1M
2.80%
YTD
7.35%
6M
8.20%
1Y
18.81%
3Y*
13.78%
5Y*
6.39%
10Y*
9.51%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARFVX Monthly Returns History

Based on dividend-adjusted daily data since May 30, 2008, ARFVX's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, an investment would double in approximately 8.5 years.

Historically, 64% of months were positive and 36% were negative. The best month was Oct 2011 with a return of +10.2%, while the worst month was Oct 2008 at -16.8%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ARFVX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +9.0%, while the worst single day was Mar 16, 2020 at -9.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.38%1.73%-5.56%6.23%2.61%0.13%7.35%
20252.73%-0.46%-2.94%0.27%3.84%3.43%0.89%2.59%1.66%0.91%0.60%0.49%14.75%
2024-0.07%3.04%2.88%-3.55%3.26%0.82%2.52%2.19%1.62%-2.30%3.66%-2.95%11.30%
20236.45%-2.61%2.13%0.69%-1.38%4.20%2.39%-2.48%-4.11%-2.80%7.61%4.96%15.16%
2022-4.74%-2.46%0.61%-6.69%-0.29%-6.76%6.08%-3.45%-7.99%4.88%6.62%-3.40%-17.44%
2021-0.53%2.34%1.77%3.54%0.75%1.23%1.16%1.93%-3.54%4.10%-2.65%2.81%13.36%

Benchmark Metrics

American Century Investments One Choice 2050 Portfolio has an annualized alpha of -0.35%, beta of 0.78, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since June 02, 2008.

  • This fund participated in 85.81% of S&P 500 Index downside but only 77.24% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-0.35%
Beta
0.78
0.94
Upside Capture
77.24%
Downside Capture
85.81%

Expense Ratio

ARFVX has an expense ratio of 0.88%, placing it in the medium range.


Return for Risk

Risk / Return Rank

ARFVX 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.


ARFVX Risk / Return Rank: 4949
Overall Rank
ARFVX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
ARFVX Sortino Ratio Rank: 4949
Sortino Ratio Rank
ARFVX Omega Ratio Rank: 4949
Omega Ratio Rank
ARFVX Calmar Ratio Rank: 4242
Calmar Ratio Rank
ARFVX Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for American Century Investments One Choice 2050 Portfolio (ARFVX) and compare them to S&P 500 Index.


ARFVXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.08

2.39

-0.31

Sortino ratio

Return per unit of downside risk

2.96

3.25

-0.30

Omega ratio

Gain probability vs. loss probability

1.38

1.43

-0.05

Calmar ratio

Return relative to maximum drawdown

2.47

3.11

-0.65

Martin ratio

Return relative to average drawdown

10.65

14.38

-3.73

Dividends

Dividend History

American Century Investments One Choice 2050 Portfolio provided a 13.42% dividend yield over the last twelve months, with an annual payout of $2.12 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.12$2.12$0.72$0.27$0.82$1.20$0.98$1.18$1.31$0.17$0.47$0.81

Dividend yield

13.42%14.41%4.91%1.96%6.71%7.57%6.52%8.66%10.95%1.22%3.88%6.89%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.12$2.12
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.72$0.72
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$0.82$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$1.20

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.


Loading charts...

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 47.41%, occurring on Mar 9, 2009. Recovery took 485 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-47.41%Mar 2009
9mo 6d1y 11mo
2y 8moJun 2008 - Feb 2011
COVID crash2020
-29.55%Mar 2020
1mo 2d4mo 15d
5mo 17dFeb 2020 - Aug 2020
Bear market2022
-25.12%Oct 2022
11mo 9d1y 8mo
2y 7moNov 2021 - Jul 2024
2011 correction2011
-18.31%Oct 2011
5mo 4d4mo 24d
9mo 28dMay 2011 - Feb 2012
Rate-hike selloffLate 2018
-16.85%Dec 2018
10mo 29d3mo 8d
1y 2moJan 2018 - Apr 2019

Drawdown Indicators


ARFVXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-47.41%

-56.78%

+9.37%

Max Drawdown (1Y)

Largest decline over 1 year

-7.82%

-9.10%

+1.28%

Max Drawdown (3Y)

Largest decline over 3 years

-12.64%

-18.90%

+6.26%

Max Drawdown (5Y)

Largest decline over 5 years

-25.12%

-25.43%

+0.31%

Max Drawdown (10Y)

Largest decline over 10 years

-29.55%

-33.92%

+4.37%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-6.54%

-10.72%

+4.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.81%

1.97%

-0.16%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with ARFVX

Add American Century Investments One Choice 2050 Portfolio to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with ARFVX