Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARENX (ONE CHOICE 2055 PORTFOLIO I CLASS) | -1.42% | 5.52% | 3.53% | 6.84% | 5.86% | NA | NA | 7.33% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARENX (ONE CHOICE 2055 PORTFOLIO I CLASS) | 04/07/2011 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 04/07/2011.
AR inception is since 04/07/2011.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.79 | 5.52 | 3.53 | 6.84 | 5.86 | NA | NA | 7.33 | -1.42 | 10.06 | 15.93 | -21.05 | 10.24 | 13.19 | 24.71 | -5.37 | 19.28 | 7.82 | -1.44 | 9.10 | 22.47 | 15.63 | -6.05 |
| Sharpe Ratio | NA | -0.06 | -0.06 | 0.32 | 0.28 | NA | NA | 0.42 | -0.37 | 0.36 | 1.13 | -1.15 | 0.92 | 0.47 | 2.42 | -0.50 | 3.31 | 0.63 | -0.12 | 0.95 | 2.37 | 1.14 | -0.34 |
| Standard Deviation(%) | NA | 13.79 | 14.39 | 14.24 | 14.68 | NA | NA | 14.55 | 19.83 | 9.70 | 10.44 | 19.60 | 11.10 | 27.40 | 9.61 | 13.40 | 5.66 | 12.10 | 12.47 | 9.57 | 9.48 | 13.78 | 23.70 |
| Draw Down(%) | NA | 14.87 | 15.35 | 28.04 | 30.16 | NA | NA | 30.16 | 13.54 | 5.64 | 10.57 | 24.42 | 5.31 | 30.16 | 5.17 | 17.25 | 1.66 | 10.05 | 11.42 | 7.38 | 5.90 | 9.32 | 18.43 |
| Yield(%) | 0.00 | 2.29 | 1.87 | 2.72 | 4.18 | 4.63 | 3.47 | 4.96 | 0.00 | 2.37 | 1.99 | 1.39 | 4.50 | 1.14 | 9.11 | 8.52 | 3.31 | 3.70 | 5.07 | 4.11 | 3.30 | 2.04 | 1.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARENX (ONE CHOICE 2055 PORTFOLIO I CLASS) |
-1.51%
Nov 2020 - Nov 2023 |
3.06%
Dec 2017 - Dec 2022 |
5.45%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARENX (ONE CHOICE 2055 PORTFOLIO I CLASS) |
16.70%
Sep 2011 - Sep 2014 |
13.33%
Oct 2016 - Oct 2021 |
11.83%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart