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ARENX: ONE CHOICE 2055 PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 16.61 0.07(0.42%) April 25
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 04/07/2011 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 2.29% |
| Expenses | 0.54% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/07/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.4 | -1.4 | 5.5 | 3.5 | 7.2 | 5.8 | 7.3 | 10.1 | 15.9 | -21.1 | 10.2 | 13.2 | 24.7 | -5.4 | 19.3 | 7.8 | -1.4 | 9.1 | 22.5 | 15.6 | -6.0 |
| Sharpe Ratio | NA | -0.37 | -0.06 | -0.06 | 0.32 | 0.28 | 0.42 | 0.36 | 1.13 | -1.15 | 0.92 | 0.47 | 2.42 | -0.5 | 3.31 | 0.63 | -0.12 | 0.95 | 2.37 | 1.14 | -0.34 |
| Draw Down(%) | NA | 13.5 | 14.9 | 15.4 | 28.0 | 30.2 | 30.2 | 5.6 | 10.6 | 24.4 | 5.3 | 30.2 | 5.2 | 17.3 | 1.7 | 10.0 | 11.4 | 7.4 | 5.9 | 9.3 | 18.4 |
| Standard Deviation(%) | NA | 19.8 | 13.8 | 14.4 | 14.2 | 14.7 | 14.5 | 9.7 | 10.4 | 19.6 | 11.1 | 27.4 | 9.6 | 13.4 | 5.7 | 12.1 | 12.5 | 9.6 | 9.5 | 13.8 | 23.7 |
| Treynor Ratio | NA | -0.11 | -0.01 | -0.01 | 0.06 | 0.06 | 0.08 | 0.05 | 0.16 | -0.29 | 0.13 | 0.18 | 0.31 | -0.09 | 0.24 | 0.09 | -0.02 | 0.11 | 0.27 | 0.19 | -0.09 |
| Alpha | NA | 0.03 | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.03 | -0.02 | -0.03 | -0.04 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 |
| Beta | NA | 0.67 | 0.68 | 0.73 | 0.75 | 0.75 | 0.77 | 0.7 | 0.75 | 0.77 | 0.77 | 0.73 | 0.76 | 0.75 | 0.79 | 0.9 | 0.79 | 0.82 | 0.83 | 0.84 | 0.89 |
| RSquared | NA | 0.96 | 0.91 | 0.9 | 0.89 | 0.89 | 0.89 | 0.83 | 0.9 | 0.91 | 0.84 | 0.86 | 0.96 | 0.93 | 0.88 | 0.95 | 0.96 | 0.96 | 0.93 | 0.61 | 0.96 |
| Yield(%) | N/A | 0.0 | 2.3 | 1.9 | 2.7 | 4.2 | N/A | 2.4 | 2.0 | 1.4 | 4.5 | 1.1 | 9.1 | 8.5 | 3.3 | 3.7 | 5.1 | 4.1 | 3.3 | 2.0 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 35.2 | -57.5 | -55.1 | N/A | N/A | 35.2 | 11.0 | -67.0 | 336.3 | -85.4 | -9.1 | 198.6 | -4.8 | -32.6 | 30.6 | 44.1 | 87.4 | 72.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2011
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See Target Date 2051+ Asset Class Trend Rankings |
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