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Fund performance summary
|Portfolio||Initial Balance||Final Balance||CAGR||Stdev||Best Year||Worst Year||Max. Drawdown||Sharpe Ratio||Sortino Ratio||US Mkt Correlation|
|American Century Inflation Adjs Bond Inv||$10,000||$18,025 ||6.70% ||6.82%||15.15%||-1.01%||-11.80% ||0.63||0.95||0.04|
|Vanguard Total Stock Mkt Idx Adm||$10,000||$11,155 ||1.21% ||16.42%||31.42%||-36.99%||-50.84% ||0.01||0.01||1.00|
|Name||Total Return||Annualized Return||Annualized Standard Deviation|
|3 Month||Year To Date||1 year||3 year||5 year||Full||3 year||5 year|
|American Century Inflation Adjs Bond Inv||1.98%||10.58%||10.58%||6.69%||4.47%||6.70%||8.49%||7.10%|
|Vanguard Total Stock Mkt Idx Adm||5.84%||28.83%||28.83%||-5.02%||1.00%||1.21%||20.55%||16.64%|
|Trailing return and volatility are as of last full calendar month ending December 2009|
Notes on results:
- IMPORTANT: The projections or other information generated by Portfolio Visualizer regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
- The results do not constitute investment advice or recommendation, are provided solely for informational purposes, and are not an offer to buy or sell any securities. All use is subject to terms of service.
- Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results.
- Asset allocation and diversification strategies do not guarantee a profit or protect against a loss.
- Hypothetical returns do not reflect trading costs, transaction fees, or actual taxes due on investment returns.
- The results are based on information from a variety of sources we consider reliable, but we do not represent that the information is accurate or complete.
- Refer to the related documentation sections for more details on terms and definitions, methodology, and data sources.
- The results are based on the total return of assets and assume that all received dividends and distributions are reinvested.
- Fund fundamentals data as of 01/19/2022. (c) 2022 Morningstar. All Rights Reserved. The fund fundamentals information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
- Displayed expense ratio is the prospectus net expense ratio
- CAGR = Compound Annual Growth Rate
- Stdev = Annualized standard deviation of monthly returns
- Sharpe and Sortino ratios are calculated and annualized from monthly excess returns over risk free rate (3-month treasury bill)
- Stock market correlation is based on the correlation of monthly returns
- Drawdowns are calculated based on monthly returns
Up vs. Down Market Performance
American Century Inflation Adjs Bond Inv vs. Vanguard Total Stock Mkt Idx Adm
Up vs. Down Market Performance - American Century Inflation Adjs Bond Inv vs. Vanguard Total Stock Mkt Idx Adm
|Market Type||Occurrences||Average Active Return|
|Above Benchmark||Below Benchmark||Total||% Above Benchmark||Above Benchmark||Below Benchmark||Total|
Returns Based Style Analysis
Returns Based Style Analysis
|Style Category||American Century Inflation Adjs Bond Inv||Vanguard Total Stock Mkt Idx Adm|
|Global ex-US Developed Markets||0.00%||0.00%|
|Style analysis is based on monthly returns from April 2005 to December 2009 and uses total portfolio return with monthly rebalancing. Returns based style analysis aims to explain the portfolio returns based on asset class exposures, it does not identify the actual portfolio holdings.|
Holdings Based Style Analysis for American Century Inflation Adjs Bond Inv
Fixed Income Credit Quality
Holdings Based Style Analysis for Vanguard Total Stock Mkt Idx Adm
Equity Market Capitalization
American Century Inflation Adjs Bond Inv Returns
Vanguard Total Stock Mkt Idx Adm Returns
Rolling returns summary
|Roll Period||American Century Inflation Adjs Bond Inv||Vanguard Total Stock Mkt Idx Adm|