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ARYIX: ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS (MUTUAL FUND)
Basic Info 15.86 0.01(0.06%) May 10
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (99%) |
Start Date: | 12/16/2004 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.79% |
Expenses | 1.08% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/26/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 3.5 | 10.6 | 1.2 | 6.1 | 6.3 | 8.6 | 6.5 | 12.9 | -15.7 | 10.8 | 13.9 | 19.9 | -3.5 | 14.7 | 6.5 | -1.2 | 7.6 | 17.9 | 13.6 | 0.4 | 14.6 | 24.3 | -30.6 | 10.4 | 13.6 | 4.6 | 1.5 |
Sharpe Ratio | NA | 0.9 | 0.91 | -0.11 | 0.37 | 0.49 | NA | 0.4 | 1.12 | -1.22 | 1.44 | 0.69 | 2.6 | -0.47 | 3.3 | 0.67 | -0.13 | 1.0 | 2.29 | 1.21 | 0.02 | 1.06 | 1.18 | -1.06 | 0.57 | 1.18 | 0.3 | 9.24 |
Draw Down(%) | NA | 3.8 | 8.1 | 21.9 | 24.2 | 24.2 | NA | 45.1 | 8.1 | 21.2 | 3.8 | 24.2 | 3.6 | 13.4 | 1.3 | 7.8 | 9.1 | 5.9 | 5.4 | 7.6 | 15.3 | 10.5 | 20.1 | 40.9 | 8.3 | 9.0 | 5.9 | 0.2 |
Standard Deviation(%) | NA | 7.1 | 7.4 | 10.1 | 12.3 | 10.5 | NA | 13.3 | 7.8 | 14.1 | 7.5 | 19.8 | 7.1 | 10.1 | 4.3 | 9.5 | 9.6 | 7.6 | 7.8 | 11.3 | 17.5 | 13.7 | 20.5 | 29.7 | 12.9 | 8.8 | 8.3 | 4.8 |
Treynor Ratio | NA | 0.08 | 0.09 | -0.01 | 0.06 | 0.06 | NA | 0.07 | 0.12 | -0.2 | 0.14 | 0.17 | 0.22 | -0.06 | 0.17 | 0.08 | -0.02 | 0.09 | 0.23 | 0.18 | 0.0 | 0.18 | 0.3 | -0.39 | 0.08 | 0.12 | 0.02 | 0.48 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 |
Beta | NA | 0.84 | 0.79 | 0.82 | 0.82 | 0.82 | NA | 0.82 | 0.73 | 0.84 | 0.79 | 0.82 | 0.84 | 0.84 | 0.81 | 0.83 | 0.81 | 0.83 | 0.79 | 0.76 | 0.81 | 0.81 | 0.81 | 0.8 | 0.88 | 0.86 | 1.01 | 0.92 |
RSquared | NA | 0.96 | 0.86 | 0.95 | 0.97 | 0.97 | NA | 0.95 | 0.82 | 0.98 | 0.92 | 0.99 | 0.98 | 0.91 | 0.93 | 0.98 | 0.98 | 0.97 | 0.94 | 0.6 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.85 | 0.86 | 0.88 |
Yield(%) | N/A | 0.0 | 2.8 | 4.6 | 6.1 | 5.8 | 7.7 | N/A | 2.9 | 4.3 | 7.6 | 6.6 | 9.0 | 8.7 | 3.5 | 3.7 | 6.9 | 4.9 | 3.6 | 2.8 | 1.8 | 2.0 | 1.6 | 3.2 | 3.7 | 6.2 | 0.0 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | -44.3 | -35.1 | 11.8 | N/A | N/A | N/A | -44.6 | -42.2 | 21.9 | -17.3 | -10.6 | 173.1 | 0.0 | -50.9 | 45.2 | 52.1 | 45.5 | 50.0 | 0.0 | 57.1 | -66.7 | -8.7 | -36.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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