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AREVX vs. FRQHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AREVX vs. FRQHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Investments One Choice 2055 Portfolio (AREVX) and Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX). The values are adjusted to include any dividend payments, if applicable.

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AREVX vs. FRQHX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
AREVX
American Century Investments One Choice 2055 Portfolio
-1.80%15.53%12.13%15.78%-17.66%13.86%17.90%7.41%
FRQHX
Fidelity Managed Retirement 2010 Fund Class K6
0.30%10.01%4.68%8.75%-12.22%4.04%9.80%3.95%

Returns By Period

In the year-to-date period, AREVX achieves a -1.80% return, which is significantly lower than FRQHX's 0.30% return.


AREVX

1D
2.24%
1M
-5.38%
YTD
-1.80%
6M
0.04%
1Y
14.40%
3Y*
11.57%
5Y*
5.64%
10Y*
9.26%

FRQHX

1D
0.75%
1M
-2.05%
YTD
0.30%
6M
1.41%
1Y
7.79%
3Y*
6.54%
5Y*
2.69%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AREVX vs. FRQHX - Expense Ratio Comparison

AREVX has a 0.88% expense ratio, which is higher than FRQHX's 0.26% expense ratio.


Return for Risk

AREVX vs. FRQHX — Risk / Return Rank

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

AREVX
AREVX Risk / Return Rank: 5757
Overall Rank
AREVX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
AREVX Sortino Ratio Rank: 5656
Sortino Ratio Rank
AREVX Omega Ratio Rank: 5454
Omega Ratio Rank
AREVX Calmar Ratio Rank: 5656
Calmar Ratio Rank
AREVX Martin Ratio Rank: 6363
Martin Ratio Rank

FRQHX
FRQHX Risk / Return Rank: 8484
Overall Rank
FRQHX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FRQHX Sortino Ratio Rank: 8686
Sortino Ratio Rank
FRQHX Omega Ratio Rank: 8282
Omega Ratio Rank
FRQHX Calmar Ratio Rank: 8585
Calmar Ratio Rank
FRQHX Martin Ratio Rank: 8383
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.

AREVX vs. FRQHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2055 Portfolio (AREVX) and Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX). 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.


AREVXFRQHXDifference

Sharpe ratio

Return per unit of total volatility

1.09

1.76

-0.67

Sortino ratio

Return per unit of downside risk

1.60

2.46

-0.86

Omega ratio

Gain probability vs. loss probability

1.23

1.35

-0.12

Calmar ratio

Return relative to maximum drawdown

1.52

2.40

-0.89

Martin ratio

Return relative to average drawdown

6.61

9.49

-2.88

AREVX vs. FRQHX - Sharpe Ratio Comparison

The current AREVX Sharpe Ratio is 1.09, which is lower than the FRQHX Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of AREVX and FRQHX, 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


AREVXFRQHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

1.76

-0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.49

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.72

-0.10

Correlation

The correlation between AREVX and FRQHX is 0.78, 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

AREVX vs. FRQHX - Dividend Comparison

AREVX's dividend yield for the trailing twelve months is around 13.45%, more than FRQHX's 3.35% yield.


TTM20252024202320222021202020192018201720162015
AREVX
American Century Investments One Choice 2055 Portfolio
13.45%13.20%4.07%1.55%6.15%7.51%5.18%7.65%9.58%2.28%3.29%5.20%
FRQHX
Fidelity Managed Retirement 2010 Fund Class K6
3.35%3.20%3.20%2.95%5.25%6.22%3.70%2.57%0.00%0.00%0.00%0.00%

Drawdowns

AREVX vs. FRQHX - Drawdown Comparison

The maximum AREVX drawdown since its inception was -30.16%, which is greater than FRQHX's maximum drawdown of -16.90%. Use the drawdown chart below to compare losses from any high point for AREVX and FRQHX.


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Drawdown Indicators


AREVXFRQHXDifference

Max Drawdown

Largest peak-to-trough decline

-30.16%

-16.90%

-13.26%

Max Drawdown (1Y)

Largest decline over 1 year

-9.63%

-3.41%

-6.22%

Max Drawdown (5Y)

Largest decline over 5 years

-25.65%

-16.90%

-8.75%

Max Drawdown (10Y)

Largest decline over 10 years

-30.16%

Current Drawdown

Current decline from peak

-6.22%

-2.44%

-3.78%

Average Drawdown

Average peak-to-trough decline

-4.35%

-3.88%

-0.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.21%

0.86%

+1.35%

Volatility

AREVX vs. FRQHX - Volatility Comparison

American Century Investments One Choice 2055 Portfolio (AREVX) has a higher volatility of 5.02% compared to Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) at 2.11%. This indicates that AREVX's price experiences larger fluctuations and is considered to be riskier than FRQHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AREVXFRQHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.02%

2.11%

+2.91%

Volatility (6M)

Calculated over the trailing 6-month period

7.77%

2.93%

+4.84%

Volatility (1Y)

Calculated over the trailing 1-year period

13.45%

4.65%

+8.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.17%

5.52%

+7.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.15%

5.77%

+8.38%