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 |
|---|---|---|---|---|---|---|---|---|
| ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) | 0.43% | 7.57% | 2.92% | 3.62% | 3.99% | 5.61% | 5.54% | 5.50% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARWFX (ONE CHOICE 2025 PORTFOLIO I 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 (%) | 3.05 | 7.57 | 2.92 | 3.62 | 3.99 | 5.61 | 5.54 | 5.50 | 0.43 | 7.90 | 9.47 | -15.32 | 5.04 | 6.09 | 17.50 | -1.77 | 12.49 | 6.41 | -1.32 | 7.08 | 14.27 | 12.36 | 1.97 | 12.91 | 21.37 | -24.88 | 9.42 | 12.12 | 6.62 | 1.27 |
| Sharpe Ratio | NA | 0.15 | -0.16 | 0.13 | 0.25 | NA | NA | 0.38 | -0.14 | 0.22 | 0.77 | -1.40 | 0.68 | 0.35 | 2.81 | -0.37 | 3.41 | 0.80 | -0.17 | 1.15 | 2.21 | 1.32 | 0.14 | 1.13 | 1.26 | -1.07 | 0.61 | 1.20 | 0.67 | 8.35 |
| Standard Deviation(%) | NA | 7.89 | 8.85 | 8.93 | 9.09 | NA | NA | 10.91 | 11.12 | 5.95 | 6.80 | 11.95 | 7.37 | 16.87 | 5.72 | 8.44 | 3.50 | 7.75 | 7.88 | 6.12 | 6.44 | 9.37 | 14.23 | 11.35 | 16.88 | 24.13 | 10.53 | 7.39 | 6.69 | 4.32 |
| Draw Down(%) | NA | 7.25 | 11.66 | 22.38 | 22.38 | NA | NA | 38.22 | 7.25 | 3.23 | 6.69 | 18.60 | 4.64 | 20.58 | 2.61 | 10.77 | 1.08 | 6.17 | 7.68 | 4.82 | 4.79 | 6.02 | 12.17 | 8.82 | 17.20 | 34.96 | 6.69 | 7.38 | 4.81 | 0.22 |
| Yield(%) | 0.00 | 5.32 | 3.30 | 3.23 | 4.41 | 5.06 | 5.09 | 5.05 | 0.00 | 5.38 | 2.58 | 2.28 | 3.89 | 1.37 | 8.49 | 9.10 | 3.72 | 3.66 | 6.22 | 4.63 | 3.66 | 3.03 | 2.39 | 2.24 | 2.13 | 3.90 | 4.02 | 6.96 | 3.24 | 1.35 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) |
-7.21%
Feb 2006 - Feb 2009 |
1.57%
Sep 2017 - Sep 2022 |
3.62%
Oct 2013 - Oct 2023 |
3.92%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) |
18.74%
Feb 2009 - Feb 2012 |
15.42%
Feb 2009 - Feb 2014 |
10.34%
Feb 2009 - Feb 2019 |
7.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart