American Century Investments One Choice In Retirement Portfolio (ARTOX)
The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other American Century mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. The fund's investments generally will be allocated among the major asset classes as follow: 45% of its assets in equity securities (stock funds); 45% of its assets in fixed-income securities (bond funds); and 10% of its assets in cash equivalents (money market funds). The neutral mix of One Choice In Retirement Portfolio is expected to remain fixed over time.
Fund Info
ISIN | US02507F7950 |
---|---|
CUSIP | 02507F795 |
Issuer | American Century Investments |
Inception Date | Aug 30, 2004 |
Category | Target Retirement Date |
Min. Investment | $2,500 |
Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The American Century Investments One Choice In Retirement Portfolio has a high expense ratio of 0.74%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Century Investments One Choice In Retirement Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Century Investments One Choice In Retirement Portfolio had a return of 1.09% year-to-date (YTD) and 7.14% in the last 12 months. Over the past 10 years, American Century Investments One Choice In Retirement Portfolio had an annualized return of 4.75%, while the S&P 500 had an annualized return of 10.52%, indicating that American Century Investments One Choice In Retirement Portfolio did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 1.09% | 6.92% |
1 month | -2.11% | -2.83% |
6 months | 11.68% | 23.86% |
1 year | 7.14% | 23.33% |
5 years (annualized) | 4.49% | 11.66% |
10 years (annualized) | 4.75% | 10.52% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.17% | 1.08% | 2.07% | |||||||||
2023 | -2.86% | -1.74% | 5.68% | 3.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
American Century Investments One Choice In Retirement Portfolio(ARTOX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Century Investments One Choice In Retirement Portfolio (ARTOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Century Investments One Choice In Retirement Portfolio granted a 4.45% dividend yield in the last twelve months. The annual payout for that period amounted to $0.54 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.54 | $0.52 | $0.59 | $1.06 | $0.72 | $0.95 | $1.03 | $0.40 | $0.37 | $0.66 | $0.45 | $0.39 |
Dividend yield | 4.45% | 4.31% | 5.22% | 7.75% | 5.36% | 7.37% | 8.61% | 3.03% | 3.00% | 5.43% | 3.48% | 3.07% |
Monthly Dividends
The table displays the monthly dividend distributions for American Century Investments One Choice In Retirement Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.05 | |||||||||
2023 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.40 |
2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.46 |
2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $1.00 |
2020 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.11 |
2019 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.86 |
2018 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.92 |
2017 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.16 | $0.00 | $0.14 |
2016 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.29 |
2015 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.14 |
2014 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.35 |
2013 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.29 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Century Investments One Choice In Retirement 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 In Retirement Portfolio was 27.66%, occurring on Mar 9, 2009. Recovery took 277 trading sessions.
The current American Century Investments One Choice In Retirement Portfolio drawdown is 3.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-27.66% | Oct 10, 2007 | 354 | Mar 9, 2009 | 277 | Apr 14, 2010 | 631 |
-18.8% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
-18.37% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
-9.4% | Jan 29, 2018 | 229 | Dec 24, 2018 | 36 | Feb 15, 2019 | 265 |
-8.72% | Apr 27, 2015 | 202 | Feb 11, 2016 | 102 | Jul 8, 2016 | 304 |
Volatility
Volatility Chart
The current American Century Investments One Choice In Retirement Portfolio volatility is 1.81%, 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.