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ARBSX: ONE CHOICE 2020 PORTFOLIO I 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 | 7.64% |
| Expenses | 0.57% |
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Performance Analytics (As of 10/09/2020)
Not up-to-date? Try| Last 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 | -0.7 | 3.7 | 5.1 | 6.2 | 5.2 | -4.9 | 16.3 | -1.1 | 11.1 | 6.2 | -1.4 | 6.9 | 12.8 | 11.6 | 2.7 | 12.0 | 20.2 | -21.2 |
| Sharpe Ratio | NA | -0.04 | 0.25 | 0.5 | 0.67 | 0.43 | -0.35 | 2.9 | -0.32 | 3.26 | 0.84 | -0.2 | 1.24 | 2.13 | 1.41 | 0.21 | 1.17 | 1.31 | -1.26 |
| Draw Down(%) | NA | 18.8 | 18.8 | 18.8 | 18.8 | 33.0 | 18.8 | 2.3 | 9.6 | 1.1 | 5.5 | 7.0 | 4.4 | 4.5 | 5.2 | 10.8 | 7.9 | 15.7 | 31.5 |
| Standard Deviation(%) | NA | 16.8 | 11.0 | 9.3 | 8.9 | 11.2 | 19.2 | 5.1 | 7.7 | 3.2 | 7.1 | 7.2 | 5.6 | 6.0 | 8.3 | 12.8 | 10.2 | 15.4 | 27.4 |
| Treynor Ratio | NA | -0.02 | 0.32 | 0.45 | 0.32 | 0.15 | -0.2 | 7.45 | -0.17 | 0.13 | 0.07 | -0.02 | 0.08 | 0.16 | 0.15 | 0.03 | 0.14 | 0.25 | -0.45 |
| Alpha | NA | -0.01 | 0.01 | 0.02 | 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 | 0.01 | -0.01 |
| Beta | NA | 0.34 | 0.09 | 0.11 | 0.18 | 0.31 | 0.34 | 0.02 | 0.14 | 0.84 | 0.87 | 0.85 | 0.85 | 0.81 | 0.77 | 0.83 | 0.82 | 0.8 | 0.77 |
| RSquared | NA | 0.26 | 0.08 | 0.1 | 0.18 | 0.35 | 0.25 | 0.04 | 0.17 | 0.89 | 0.97 | 0.98 | 0.96 | 0.93 | 0.6 | 0.97 | 0.98 | 0.97 | 0.96 |
| Yield(%) | N/A | 7.6 | 6.7 | 6.0 | 5.4 | N/A | 0.0 | 8.4 | 9.5 | 3.4 | 3.7 | 5.2 | 4.2 | 3.2 | 3.2 | 2.8 | 2.3 | 2.3 | 1.3 |
| Dividend Growth(%) | N/A | -20.6 | 65.4 | 116.8 | N/A | N/A | -100.0 | -20.6 | 196.2 | -2.7 | -34.7 | 29.3 | 39.4 | 9.4 | 14.7 | 31.6 | 20.5 | 39.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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