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AADVX vs. FCQTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AADVX vs. FCQTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century One Choice Blend+ 2055 Portfolio (AADVX) and American Funds 2065 Target Date Retirement Fund (FCQTX). The values are adjusted to include any dividend payments, if applicable.

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AADVX vs. FCQTX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
AADVX
American Century One Choice Blend+ 2055 Portfolio
-0.95%20.15%14.53%16.70%-16.92%9.39%
FCQTX
American Funds 2065 Target Date Retirement Fund
-3.37%20.74%15.64%21.56%-19.63%13.98%

Returns By Period

In the year-to-date period, AADVX achieves a -0.95% return, which is significantly higher than FCQTX's -3.37% return.


AADVX

1D
2.71%
1M
-5.88%
YTD
-0.95%
6M
2.12%
1Y
20.55%
3Y*
14.62%
5Y*
7.31%
10Y*

FCQTX

1D
2.74%
1M
-6.47%
YTD
-3.37%
6M
-0.75%
1Y
18.43%
3Y*
15.53%
5Y*
7.94%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AADVX vs. FCQTX - Expense Ratio Comparison

AADVX has a 0.58% expense ratio, which is higher than FCQTX's 0.01% expense ratio.


Return for Risk

AADVX vs. FCQTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AADVX
AADVX Risk / Return Rank: 6969
Overall Rank
AADVX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
AADVX Sortino Ratio Rank: 6868
Sortino Ratio Rank
AADVX Omega Ratio Rank: 6767
Omega Ratio Rank
AADVX Calmar Ratio Rank: 6969
Calmar Ratio Rank
AADVX Martin Ratio Rank: 7676
Martin Ratio Rank

FCQTX
FCQTX Risk / Return Rank: 6767
Overall Rank
FCQTX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FCQTX Sortino Ratio Rank: 6767
Sortino Ratio Rank
FCQTX Omega Ratio Rank: 6262
Omega Ratio Rank
FCQTX Calmar Ratio Rank: 7070
Calmar Ratio Rank
FCQTX Martin Ratio Rank: 7373
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.

AADVX vs. FCQTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century One Choice Blend+ 2055 Portfolio (AADVX) and American Funds 2065 Target Date Retirement Fund (FCQTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AADVXFCQTXDifference

Sharpe ratio

Return per unit of total volatility

1.30

1.24

+0.06

Sortino ratio

Return per unit of downside risk

1.88

1.85

+0.04

Omega ratio

Gain probability vs. loss probability

1.28

1.26

+0.02

Calmar ratio

Return relative to maximum drawdown

1.83

1.85

-0.01

Martin ratio

Return relative to average drawdown

8.34

7.89

+0.46

AADVX vs. FCQTX - Sharpe Ratio Comparison

The current AADVX Sharpe Ratio is 1.30, which is comparable to the FCQTX Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of AADVX and FCQTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AADVXFCQTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

1.24

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.55

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.98

-0.45

Correlation

The correlation between AADVX and FCQTX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

AADVX vs. FCQTX - Dividend Comparison

AADVX's dividend yield for the trailing twelve months is around 3.76%, less than FCQTX's 4.83% yield.


TTM202520242023202220212020
AADVX
American Century One Choice Blend+ 2055 Portfolio
3.76%3.72%3.05%1.66%3.21%3.11%0.00%
FCQTX
American Funds 2065 Target Date Retirement Fund
4.83%4.67%2.80%1.99%3.96%1.54%0.72%

Drawdowns

AADVX vs. FCQTX - Drawdown Comparison

The maximum AADVX drawdown since its inception was -26.03%, roughly equal to the maximum FCQTX drawdown of -27.34%. Use the drawdown chart below to compare losses from any high point for AADVX and FCQTX.


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Drawdown Indicators


AADVXFCQTXDifference

Max Drawdown

Largest peak-to-trough decline

-26.03%

-27.34%

+1.31%

Max Drawdown (1Y)

Largest decline over 1 year

-11.27%

-10.21%

-1.06%

Max Drawdown (5Y)

Largest decline over 5 years

-26.03%

-27.34%

+1.31%

Current Drawdown

Current decline from peak

-6.72%

-7.36%

+0.64%

Average Drawdown

Average peak-to-trough decline

-6.75%

-6.02%

-0.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.48%

2.39%

+0.09%

Volatility

AADVX vs. FCQTX - Volatility Comparison

American Century One Choice Blend+ 2055 Portfolio (AADVX) and American Funds 2065 Target Date Retirement Fund (FCQTX) have volatilities of 5.77% and 5.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AADVXFCQTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.77%

5.61%

+0.16%

Volatility (6M)

Calculated over the trailing 6-month period

9.16%

9.44%

-0.28%

Volatility (1Y)

Calculated over the trailing 1-year period

16.03%

15.36%

+0.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.58%

14.63%

-0.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.55%

15.09%

-0.54%