AADVX vs. TDIFX
Compare and contrast key facts about American Century One Choice Blend+ 2055 Portfolio (AADVX) and Dimensional Retirement Income Fund (TDIFX).
AADVX is managed by American Century. It was launched on Mar 9, 2021. TDIFX is managed by Dimensional. It was launched on Nov 1, 2015.
Performance
AADVX vs. TDIFX - Performance Comparison
Loading graphics...
AADVX vs. TDIFX - 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% |
TDIFX Dimensional Retirement Income Fund | 0.21% | 7.22% | 6.21% | 7.76% | -9.37% | 14.43% |
Returns By Period
In the year-to-date period, AADVX achieves a -0.95% return, which is significantly lower than TDIFX's 0.21% return.
AADVX
- 1D
- 2.71%
- 1M
- -5.88%
- YTD
- -0.95%
- 6M
- 2.12%
- 1Y
- 20.55%
- 3Y*
- 14.62%
- 5Y*
- 7.31%
- 10Y*
- —
TDIFX
- 1D
- 0.59%
- 1M
- -1.59%
- YTD
- 0.21%
- 6M
- 0.88%
- 1Y
- 5.68%
- 3Y*
- 5.90%
- 5Y*
- 4.81%
- 10Y*
- 4.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AADVX vs. TDIFX - Expense Ratio Comparison
AADVX has a 0.58% expense ratio, which is higher than TDIFX's 0.06% expense ratio.
Return for Risk
AADVX vs. TDIFX — Risk / Return Rank
AADVX
TDIFX
AADVX vs. TDIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century One Choice Blend+ 2055 Portfolio (AADVX) and Dimensional Retirement Income Fund (TDIFX). 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 | TDIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.47 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.88 | 2.07 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.31 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.47 | +0.37 |
Martin ratioReturn relative to average drawdown | 8.34 | 6.12 | +2.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AADVX | TDIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.47 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.84 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.96 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 1.00 | -0.48 |
Correlation
The correlation between AADVX and TDIFX is 0.73, 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. TDIFX - Dividend Comparison
AADVX's dividend yield for the trailing twelve months is around 3.76%, more than TDIFX's 2.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AADVX American Century One Choice Blend+ 2055 Portfolio | 3.76% | 3.72% | 3.05% | 1.66% | 3.21% | 3.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TDIFX Dimensional Retirement Income Fund | 2.06% | 1.77% | 3.11% | 3.09% | 4.66% | 9.39% | 1.39% | 1.98% | 2.11% | 0.98% | 0.89% |
Drawdowns
AADVX vs. TDIFX - Drawdown Comparison
The maximum AADVX drawdown since its inception was -26.03%, which is greater than TDIFX's maximum drawdown of -12.21%. Use the drawdown chart below to compare losses from any high point for AADVX and TDIFX.
Loading graphics...
Drawdown Indicators
| AADVX | TDIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.03% | -12.21% | -13.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.27% | -2.84% | -8.43% |
Max Drawdown (5Y)Largest decline over 5 years | -26.03% | -12.21% | -13.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -12.21% | — |
Current DrawdownCurrent decline from peak | -6.72% | -1.83% | -4.89% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -1.77% | -4.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 0.84% | +1.64% |
Volatility
AADVX vs. TDIFX - Volatility Comparison
American Century One Choice Blend+ 2055 Portfolio (AADVX) has a higher volatility of 5.77% compared to Dimensional Retirement Income Fund (TDIFX) at 1.51%. This indicates that AADVX's price experiences larger fluctuations and is considered to be riskier than TDIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AADVX | TDIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 1.51% | +4.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 2.32% | +6.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 4.34% | +11.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.58% | 5.89% | +8.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.55% | 5.05% | +9.50% |