AREVX vs. URTRX
Compare and contrast key facts about American Century Investments One Choice 2055 Portfolio (AREVX) and USAA Target Retirement 2030 Fund (URTRX).
AREVX is managed by American Century. It was launched on Mar 30, 2011. URTRX is managed by Victory. It was launched on Jul 30, 2008.
Performance
AREVX vs. URTRX - Performance Comparison
Loading graphics...
AREVX vs. URTRX - 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% |
URTRX USAA Target Retirement 2030 Fund | 0.38% | 14.78% | 8.09% | 13.98% | -13.23% | 12.23% | 9.25% | 17.13% | -6.98% | 16.14% |
Returns By Period
In the year-to-date period, AREVX achieves a -1.80% return, which is significantly lower than URTRX's 0.38% return. Over the past 10 years, AREVX has outperformed URTRX with an annualized return of 9.26%, while URTRX has yielded a comparatively lower 7.49% annualized 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%
URTRX
- 1D
- 1.53%
- 1M
- -3.35%
- YTD
- 0.38%
- 6M
- 2.33%
- 1Y
- 13.74%
- 3Y*
- 10.83%
- 5Y*
- 5.75%
- 10Y*
- 7.49%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AREVX vs. URTRX - Expense Ratio Comparison
AREVX has a 0.88% expense ratio, which is higher than URTRX's 0.03% expense ratio.
Return for Risk
AREVX vs. URTRX — Risk / Return Rank
AREVX
URTRX
AREVX vs. URTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2055 Portfolio (AREVX) and USAA Target Retirement 2030 Fund (URTRX). 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 | URTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.58 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.60 | 2.25 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.11 | -0.60 |
Martin ratioReturn relative to average drawdown | 6.61 | 9.81 | -3.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AREVX | URTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.58 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.60 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.73 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.58 | +0.04 |
Correlation
The correlation between AREVX and URTRX 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
AREVX vs. URTRX - Dividend Comparison
AREVX's dividend yield for the trailing twelve months is around 13.45%, more than URTRX's 6.75% 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% |
URTRX USAA Target Retirement 2030 Fund | 6.75% | 6.78% | 3.16% | 4.24% | 9.53% | 7.66% | 4.53% | 11.43% | 8.54% | 8.10% | 4.06% | 2.80% |
Drawdowns
AREVX vs. URTRX - Drawdown Comparison
The maximum AREVX drawdown since its inception was -30.16%, smaller than the maximum URTRX drawdown of -34.10%. Use the drawdown chart below to compare losses from any high point for AREVX and URTRX.
Loading graphics...
Drawdown Indicators
| AREVX | URTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.16% | -34.10% | +3.94% |
Max Drawdown (1Y)Largest decline over 1 year | -9.63% | -6.63% | -3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -25.65% | -19.52% | -6.13% |
Max Drawdown (10Y)Largest decline over 10 years | -30.16% | -23.56% | -6.60% |
Current DrawdownCurrent decline from peak | -6.22% | -3.84% | -2.38% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -4.19% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 1.43% | +0.78% |
Volatility
AREVX vs. URTRX - Volatility Comparison
American Century Investments One Choice 2055 Portfolio (AREVX) has a higher volatility of 5.02% compared to USAA Target Retirement 2030 Fund (URTRX) at 3.55%. This indicates that AREVX's price experiences larger fluctuations and is considered to be riskier than URTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AREVX | URTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 3.55% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 7.77% | 5.46% | +2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.45% | 8.89% | +4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.17% | 9.67% | +3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.15% | 10.33% | +3.82% |