AADVX vs. FCQTX
Compare and contrast key facts about American Century One Choice Blend+ 2055 Portfolio (AADVX) and American Funds 2065 Target Date Retirement Fund (FCQTX).
AADVX is managed by American Century. It was launched on Mar 9, 2021. FCQTX is managed by American Funds. It was launched on Mar 26, 2020.
Performance
AADVX vs. FCQTX - Performance Comparison
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AADVX vs. FCQTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
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*
- —
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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
AADVX
FCQTX
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.
| AADVX | FCQTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.24 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.85 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.26 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.85 | -0.01 |
Martin ratioReturn relative to average drawdown | 8.34 | 7.89 | +0.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AADVX | FCQTX | Difference | |
|---|---|---|---|
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.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
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
| AADVX | FCQTX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -6.72% | -7.36% | +0.64% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -6.02% | -0.73% |
Ulcer IndexDepth 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
| AADVX | FCQTX | Difference | |
|---|---|---|---|
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% |