AREVX vs. LTIUX
Compare and contrast key facts about American Century Investments One Choice 2055 Portfolio (AREVX) and Principal LifeTime 2035 Fund (LTIUX).
AREVX is managed by American Century. It was launched on Mar 30, 2011. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
AREVX vs. LTIUX - Performance Comparison
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AREVX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AREVX American Century Investments One Choice 2055 Portfolio | -1.80% | 15.53% | 12.13% | 15.78% | -17.66% | 13.86% | 17.90% | 24.49% | -5.65% | 18.57% |
LTIUX Principal LifeTime 2035 Fund | -1.66% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
Returns By Period
In the year-to-date period, AREVX achieves a -1.80% return, which is significantly lower than LTIUX's -1.66% return. Both investments have delivered pretty close results over the past 10 years, with AREVX having a 9.26% annualized return and LTIUX not far behind at 8.91%.
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%
LTIUX
- 1D
- 2.11%
- 1M
- -3.97%
- YTD
- -1.66%
- 6M
- -0.15%
- 1Y
- 11.84%
- 3Y*
- 12.40%
- 5Y*
- 6.02%
- 10Y*
- 8.91%
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AREVX vs. LTIUX - Expense Ratio Comparison
AREVX has a 0.88% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
AREVX vs. LTIUX — Risk / Return Rank
AREVX
LTIUX
AREVX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2055 Portfolio (AREVX) and Principal LifeTime 2035 Fund (LTIUX). 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.
| AREVX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.08 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.61 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.46 | +0.06 |
Martin ratioReturn relative to average drawdown | 6.61 | 6.81 | -0.20 |
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
| AREVX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.08 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.51 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.72 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.45 | +0.16 |
Correlation
The correlation between AREVX and LTIUX is 0.98, 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. LTIUX - Dividend Comparison
AREVX's dividend yield for the trailing twelve months is around 13.45%, more than LTIUX's 9.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LTIUX Principal LifeTime 2035 Fund | 9.18% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
AREVX vs. LTIUX - Drawdown Comparison
The maximum AREVX drawdown since its inception was -30.16%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for AREVX and LTIUX.
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Drawdown Indicators
| AREVX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.16% | -49.65% | +19.49% |
Max Drawdown (1Y)Largest decline over 1 year | -9.63% | -8.44% | -1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.65% | -24.23% | -1.42% |
Max Drawdown (10Y)Largest decline over 10 years | -30.16% | -28.12% | -2.04% |
Current DrawdownCurrent decline from peak | -6.22% | -4.60% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -6.76% | +2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 1.80% | +0.41% |
Volatility
AREVX vs. LTIUX - Volatility Comparison
American Century Investments One Choice 2055 Portfolio (AREVX) has a higher volatility of 5.02% compared to Principal LifeTime 2035 Fund (LTIUX) at 4.44%. This indicates that AREVX's price experiences larger fluctuations and is considered to be riskier than LTIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AREVX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 4.44% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 7.77% | 6.70% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.45% | 11.29% | +2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.17% | 11.83% | +1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.15% | 12.47% | +1.68% |