Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AGGXX (American Century Investment Trust – Premium Money Market Fund) NA 8.02% 249.99% 11.90% NA NA NA
Data as of 12/01/2023, Common starting date is 09/28/2017
More Performance Analytics Comparison
Name Start Date End Date
AGGXX (American Century Investment Trust – Premium Money Market Fund) 09/28/2017 12/01/2023
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 8.02 249.99 11.90 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.13 6.55 0.29 0.31 0.21 0.15
Data as of 12/01/2023, Common starting date is 09/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGGXX (American Century Investment Trust – Premium Money Market Fund) -66.88%
Sep 2018 – Sep 2021
-0.99%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGGXX (American Century Investment Trust – Premium Money Market Fund) 255.99%
Nov 2020 – Nov 2023
27.63%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return