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American Century One Choice Portfolio: Moderate Investor Class: (MF: AOMIX)
(NASDAQ Mutual Funds) As of May 2, 2024 08:00 PM ET
$14.51 USD
+0.11 (0.76%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.11 | 49 |
| 3 months | 5.11 | 49 |
| 6 months | 14.65 | 47 |
| 1 Year | 12.97 | 56 |
| 3 Year | 2.71 | 58 |
| 5 Year | 7.30 | 43 |
| 10 Year | 7.09 | 27 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -35.69 |
| Bull Market (2/09 - 3/21) | 311.74 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 12.97 |
| 5 Year | 7.30 |
| 10 Year | 7.09 |
| Since Inception | 7.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.11 | NA | NA | NA |
| 2023 | 5.17 | 2.68 | -4.04 | 9.07 |
| 2022 | -6.05 | -11.58 | -5.70 | 7.24 |
| 2021 | 2.95 | 4.97 | -0.28 | 3.72 |
| 2020 | -14.43 | 15.53 | 6.41 | 10.52 |
| 2019 | 9.55 | 3.28 | 0.85 | 5.30 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.11 | 13.03 | -16.00 | 11.78 | 16.26 | 20.16 | -6.65 | 15.42 | 6.45 | 5.75 | 6.97 |
| % Total Return Rel to Index | -5.44 | -13.21 | 2.20 | -16.90 | -2.13 | -11.32 | -2.26 | -6.37 | -5.48 | 4.36 | -6.67 |
| % Total Return Rel to Peer | -0.02 | -0.12 | -3.03 | 0.27 | 5.57 | 2.96 | -0.16 | 1.96 | 0.18 | 8.11 | 2.89 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 1.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 | 1.00 |
| % Dividends | 0.05 | 0.32 | 0.40 | 0.69 | 0.20 | 0.27 | 0.36 | 0.30 | 0.18 | 0.39 | 0.34 |
| % Yield | 0.36 | 2.15 | 2.78 | 3.67 | 1.06 | 1.57 | 2.35 | 1.79 | 1.21 | 2.42 | 2.16 |
| Capital Gains ($) | 0.00 | 0.00 | 1.00 | 0.92 | 1.24 | 0.76 | 0.58 | 0.19 | 0.33 | 1.76 | 0.02 |
| Expense Ratio | 0.01 | 0.01 | 0.87 | 0.00 | 1.40 | 0.00 | 0.01 | 0.91 | 0.00 | 0.86 | 0.88 |
* 1 = Top 20%, 5 = Bottom 20%