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 |
|---|---|---|---|---|---|---|---|---|
| AROIX (ONE CHOICE 2045 PORTFOLIO INVESTOR CLASS) | -0.92% | 2.37% | 1.74% | 4.55% | 4.56% | 6.60% | 6.05% | 5.98% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AROIX (ONE CHOICE 2045 PORTFOLIO INVESTOR CLASS) | 12/16/2004 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/16/2004.
AR inception is since 12/16/2004.
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.17 | 2.37 | 1.74 | 4.55 | 4.56 | 6.60 | 6.05 | 5.98 | -0.92 | 5.26 | 13.74 | -20.30 | 7.97 | 10.35 | 22.63 | -4.67 | 17.51 | 7.15 | -1.38 | 8.40 | 21.08 | 15.01 | -0.78 | 15.50 | 26.36 | -33.64 | 10.74 | 14.53 | 4.69 | 1.53 |
| Sharpe Ratio | NA | -0.32 | -0.20 | 0.17 | 0.22 | NA | NA | 0.30 | -0.35 | -0.14 | 1.04 | -1.25 | 0.79 | 0.41 | 2.46 | -0.50 | 3.24 | 0.62 | -0.12 | 0.93 | 2.34 | 1.15 | -0.04 | 0.99 | 1.16 | -1.06 | 0.55 | 1.19 | 0.28 | 9.01 |
| Standard Deviation(%) | NA | 12.40 | 12.83 | 12.82 | 13.21 | NA | NA | 15.21 | 16.69 | 9.39 | 9.19 | 17.36 | 10.09 | 24.62 | 8.62 | 12.12 | 5.23 | 11.19 | 11.53 | 9.02 | 8.98 | 13.16 | 20.06 | 15.55 | 22.73 | 32.56 | 14.11 | 9.50 | 8.98 | 5.02 |
| Draw Down(%) | NA | 15.40 | 15.40 | 27.26 | 27.72 | NA | NA | 48.99 | 11.56 | 7.88 | 9.54 | 23.35 | 5.20 | 27.72 | 4.59 | 15.72 | 1.55 | 9.33 | 10.78 | 6.99 | 5.76 | 8.84 | 17.69 | 12.22 | 22.03 | 44.29 | 9.13 | 9.84 | 6.18 | 0.21 |
| Yield(%) | 0.00 | 0.00 | 1.06 | 1.81 | 4.08 | 5.13 | 4.90 | 4.84 | 0.00 | 0.00 | 1.88 | 1.37 | 3.71 | 0.87 | 10.16 | 9.59 | 3.80 | 4.22 | 7.32 | 5.20 | 3.83 | 2.62 | 1.68 | 1.56 | 1.49 | 3.14 | 3.63 | 5.92 | 0.00 | 1.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AROIX (ONE CHOICE 2045 PORTFOLIO INVESTOR CLASS) |
-11.31%
Feb 2006 - Feb 2009 |
0.28%
May 2007 - May 2012 |
4.59%
Oct 2013 - Oct 2023 |
4.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AROIX (ONE CHOICE 2045 PORTFOLIO INVESTOR CLASS) |
22.54%
Feb 2009 - Feb 2012 |
19.06%
Feb 2009 - Feb 2014 |
12.70%
Feb 2009 - Feb 2019 |
9.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart