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AOOIX: ONE CHOICE 2045 PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 16.75 0.04(0.24%) April 17
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | (100%) |
Start Date: | 12/16/2004 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.83% |
Expenses | 0.88% |
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Performance Analytics (As of 04/16/2024)
Not up-to-date? TryLast 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(%) | -2.3 | 1.1 | 9.1 | 0.6 | 6.5 | 7.3 | 10.0 | 7.1 | 14.6 | -16.9 | 12.5 | 16.6 | 22.8 | -4.3 | 17.7 | 7.4 | -1.2 | 8.7 | 21.2 | 15.3 | -0.6 | 15.6 | 26.6 | -33.5 | 11.0 | 14.8 | 4.7 | 1.6 |
Sharpe Ratio | NA | 0.77 | 0.89 | -0.06 | 0.36 | 0.51 | NA | 0.4 | 1.14 | -1.1 | 1.34 | 0.69 | 2.48 | -0.46 | 3.33 | 0.65 | -0.11 | 0.95 | 2.37 | 1.17 | -0.03 | 1.0 | 1.16 | -1.05 | 0.57 | 1.23 | 0.28 | 9.43 |
Draw Down(%) | NA | 2.5 | 9.5 | 24.2 | 27.7 | 27.7 | NA | 48.9 | 9.5 | 23.2 | 4.7 | 27.7 | 4.6 | 15.7 | 1.5 | 9.3 | 10.7 | 7.0 | 5.7 | 8.8 | 17.7 | 12.2 | 22.0 | 44.3 | 9.2 | 9.8 | 6.2 | 0.2 |
Standard Deviation(%) | NA | 8.2 | 8.5 | 12.0 | 14.7 | 12.6 | NA | 15.2 | 9.2 | 16.6 | 9.3 | 23.7 | 8.6 | 12.2 | 5.2 | 11.1 | 11.5 | 9.1 | 8.9 | 13.2 | 20.1 | 15.5 | 22.8 | 32.6 | 14.1 | 9.5 | 9.0 | 5.0 |
Treynor Ratio | NA | 0.07 | 0.1 | -0.01 | 0.07 | 0.08 | NA | 0.07 | 0.14 | -0.22 | 0.15 | 0.2 | 0.43 | -0.07 | 0.2 | 0.08 | -0.01 | 0.09 | 0.25 | 0.18 | -0.01 | 0.17 | 0.29 | -0.39 | 0.08 | 0.13 | 0.03 | 0.6 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 | 0.05 |
Beta | NA | 0.86 | 0.79 | 0.83 | 0.77 | 0.79 | NA | 0.85 | 0.76 | 0.84 | 0.81 | 0.8 | 0.49 | 0.77 | 0.86 | 0.87 | 0.87 | 0.91 | 0.86 | 0.85 | 0.91 | 0.91 | 0.9 | 0.88 | 0.97 | 0.9 | 0.95 | 0.78 |
RSquared | NA | 0.95 | 0.86 | 0.96 | 0.91 | 0.92 | NA | 0.93 | 0.85 | 0.97 | 0.97 | 0.94 | 0.63 | 0.85 | 0.95 | 0.98 | 0.98 | 0.98 | 0.95 | 0.61 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.86 | 0.84 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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