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ARBMX: ONE CHOICE 2020 PORTFOLIO A CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/04/2008 |
Last Dividend Date: | 12/30/2019 |
12-Mo. Yield | 7.20% |
Expenses | 1.02% |
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Performance Analytics (As of 10/09/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/04/2008 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.9 | 3.2 | 4.6 | 5.7 | 4.7 | -4.9 | 15.7 | -2.0 | 10.7 | 5.7 | -1.8 | 6.3 | 12.3 | 11.1 | 2.2 | 11.5 | 19.7 | -21.4 |
Sharpe Ratio | NA | -0.04 | 0.21 | 0.46 | 0.62 | 0.39 | -0.35 | 2.78 | -0.45 | 3.11 | 0.78 | -0.25 | 1.14 | 2.07 | 1.33 | 0.17 | 1.12 | 1.28 | -1.27 |
Draw Down(%) | NA | 18.8 | 18.8 | 18.8 | 18.8 | 33.3 | 18.8 | 2.4 | 10.0 | 1.1 | 5.6 | 7.1 | 4.5 | 4.6 | 5.3 | 10.9 | 8.0 | 15.8 | 31.7 |
Standard Deviation(%) | NA | 16.6 | 10.9 | 9.2 | 8.8 | 11.2 | 19.0 | 5.1 | 7.5 | 3.2 | 7.1 | 7.2 | 5.6 | 5.9 | 8.4 | 12.7 | 10.3 | 15.3 | 27.4 |
Treynor Ratio | NA | -0.02 | 0.26 | 0.39 | 0.3 | 0.14 | -0.2 | 6.73 | -0.23 | 0.12 | 0.06 | -0.02 | 0.07 | 0.15 | 0.14 | 0.03 | 0.14 | 0.25 | -0.45 |
Alpha | NA | -0.01 | 0.01 | 0.01 | 0.02 | 0.01 | -0.03 | 0.05 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | -0.02 |
Beta | NA | 0.35 | 0.09 | 0.11 | 0.18 | 0.31 | 0.34 | 0.02 | 0.15 | 0.84 | 0.87 | 0.85 | 0.86 | 0.8 | 0.78 | 0.82 | 0.83 | 0.79 | 0.77 |
RSquared | NA | 0.27 | 0.09 | 0.11 | 0.19 | 0.36 | 0.26 | 0.05 | 0.19 | 0.89 | 0.97 | 0.98 | 0.96 | 0.93 | 0.6 | 0.97 | 0.98 | 0.97 | 0.96 |
Yield(%) | N/A | 7.2 | 6.1 | 5.5 | 4.8 | N/A | 0.0 | 7.9 | 8.6 | 2.9 | 3.2 | 4.8 | 3.7 | 2.8 | 2.7 | 2.3 | 1.9 | 1.7 | 1.1 |
Dividend Growth(%) | N/A | -18.2 | 69.2 | 132.2 | N/A | N/A | -100.0 | -18.5 | 217.6 | -5.6 | -37.9 | 34.9 | 43.3 | 11.1 | 17.4 | 35.3 | 30.8 | 18.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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