PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
American Century Investments One Choice 2065 Portf...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

IssuerAmerican Century Investments
Inception DateSep 22, 2020
CategoryTarget Retirement Date
Min. Investment$2,500
Asset ClassMulti-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

ARHVX has a high expense ratio of 0.88%, indicating higher-than-average management fees.


Expense ratio chart for ARHVX: 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


Loading data...

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 2065 Portfolio

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Century Investments One Choice 2065 Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


20.00%30.00%40.00%50.00%60.00%December2024FebruaryMarchAprilMay
36.27%
62.09%
ARHVX (American Century Investments One Choice 2065 Portfolio)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Century Investments One Choice 2065 Portfolio had a return of 6.82% year-to-date (YTD) and 16.60% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date6.82%10.00%
1 month2.78%2.41%
6 months14.45%16.70%
1 year16.60%26.85%
5 years (annualized)N/A12.81%
10 years (annualized)N/A10.84%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.00%3.58%3.12%-3.68%6.82%
20236.79%-2.62%2.02%0.75%-1.40%4.74%2.72%-2.73%-4.35%-3.03%8.11%5.12%16.25%
2022-5.12%-2.49%0.94%-7.09%-0.36%-7.11%6.58%-3.59%-8.41%5.53%6.92%-3.55%-17.77%
2021-0.52%2.70%1.95%3.74%0.80%1.27%1.18%2.10%-3.80%4.50%-2.95%3.04%14.55%
20202.80%-1.56%10.67%4.02%16.50%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ARHVX is 60, 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 ARHVX is 6060
ARHVX (American Century Investments One Choice 2065 Portfolio)
The Sharpe Ratio Rank of ARHVX is 6565Sharpe Ratio Rank
The Sortino Ratio Rank of ARHVX is 6464Sortino Ratio Rank
The Omega Ratio Rank of ARHVX is 6161Omega Ratio Rank
The Calmar Ratio Rank of ARHVX is 5555Calmar Ratio Rank
The Martin Ratio Rank of ARHVX 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 2065 Portfolio (ARHVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ARHVX
Sharpe ratio
The chart of Sharpe ratio for ARHVX, currently valued at 1.71, compared to the broader market-1.000.001.002.003.004.001.71
Sortino ratio
The chart of Sortino ratio for ARHVX, currently valued at 2.46, compared to the broader market-2.000.002.004.006.008.0010.0012.002.46
Omega ratio
The chart of Omega ratio for ARHVX, currently valued at 1.30, compared to the broader market0.501.001.502.002.503.003.501.30
Calmar ratio
The chart of Calmar ratio for ARHVX, currently valued at 0.93, compared to the broader market0.002.004.006.008.0010.0012.000.93
Martin ratio
The chart of Martin ratio for ARHVX, currently valued at 4.80, compared to the broader market0.0020.0040.0060.004.80
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.35, compared to the broader market-1.000.001.002.003.004.002.35
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.33, compared to the broader market-2.000.002.004.006.008.0010.0012.003.33
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.002.503.003.501.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.90, compared to the broader market0.002.004.006.008.0010.0012.001.90
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.02, compared to the broader market0.0020.0040.0060.009.02

Sharpe Ratio

The current American Century Investments One Choice 2065 Portfolio Sharpe ratio is 1.71. This value is calculated based on the past 12 months 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 2065 Portfolio 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 Ratio0.501.001.502.002.503.00December2024FebruaryMarchAprilMay
1.71
2.35
ARHVX (American Century Investments One Choice 2065 Portfolio)
Benchmark (^GSPC)

Dividends

Dividend History

American Century Investments One Choice 2065 Portfolio granted a 1.58% dividend yield in the last twelve months. The annual payout for that period amounted to $0.19 per share.


PeriodTTM2023202220212020
Dividend$0.19$0.19$0.42$0.54$0.10

Dividend yield

1.58%1.69%4.24%4.27%0.86%

Monthly Dividends

The table displays the monthly dividend distributions for American Century Investments One Choice 2065 Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$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$0.19$0.19
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42$0.42
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.54$0.54
2020$0.10$0.10

Drawdowns

Drawdowns Chart

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


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2024FebruaryMarchAprilMay
-0.00%
-0.15%
ARHVX (American Century Investments One Choice 2065 Portfolio)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Century Investments One Choice 2065 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 2065 Portfolio was 26.03%, occurring on Oct 14, 2022. Recovery took 363 trading sessions.

The current American Century Investments One Choice 2065 Portfolio drawdown is 0.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-26.03%Nov 9, 2021235Oct 14, 2022363Mar 27, 2024598
-5.86%Oct 13, 202014Oct 30, 20204Nov 5, 202018
-4.91%Apr 1, 202415Apr 19, 2024
-4.68%Sep 7, 202120Oct 4, 202118Oct 28, 202138
-4.34%Feb 17, 202112Mar 4, 202121Apr 5, 202133

Volatility

Volatility Chart

The current American Century Investments One Choice 2065 Portfolio volatility is 2.76%, 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%December2024FebruaryMarchAprilMay
2.76%
3.35%
ARHVX (American Century Investments One Choice 2065 Portfolio)
Benchmark (^GSPC)