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ARCMX: ONE CHOICE 2030 PORTFOLIO A CLASS (MUTUAL FUND)
Basic Info 12.34 0(0.0%) May 10
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (13%) |
Start Date: | 06/04/2008 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.65% |
Expenses | 0.59% |
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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 06/04/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 3.0 | 9.2 | 0.8 | 5.4 | 5.5 | 7.7 | 5.5 | 11.8 | -15.0 | 9.8 | 12.3 | 18.4 | -3.3 | 13.2 | 6.1 | -1.6 | 7.0 | 15.6 | 12.5 | 0.8 | 13.1 | 22.6 | -26.4 |
Sharpe Ratio | NA | 0.73 | 0.78 | -0.16 | 0.34 | 0.47 | NA | 0.38 | 1.06 | -1.28 | 1.43 | 0.68 | 2.68 | -0.51 | 3.21 | 0.68 | -0.19 | 1.02 | 2.18 | 1.22 | 0.05 | 1.05 | 1.21 | -1.24 |
Draw Down(%) | NA | 3.6 | 7.5 | 20.8 | 22.3 | 22.3 | NA | 39.4 | 7.5 | 20.2 | 3.4 | 22.3 | 3.2 | 12.4 | 1.2 | 7.0 | 8.5 | 5.4 | 5.2 | 6.8 | 13.8 | 9.9 | 18.5 | 37.3 |
Standard Deviation(%) | NA | 6.7 | 6.9 | 9.3 | 11.2 | 9.5 | NA | 12.5 | 7.2 | 12.9 | 6.8 | 17.8 | 6.3 | 9.1 | 3.9 | 8.6 | 8.7 | 6.8 | 7.1 | 10.3 | 15.8 | 12.4 | 18.6 | 33.6 |
Treynor Ratio | NA | 0.06 | 0.07 | -0.02 | 0.05 | 0.05 | NA | 0.06 | 0.1 | -0.2 | 0.12 | 0.15 | 0.2 | -0.05 | 0.15 | 0.07 | -0.02 | 0.08 | 0.2 | 0.16 | 0.01 | 0.16 | 0.29 | -0.54 |
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 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.02 |
Beta | NA | 0.85 | 0.79 | 0.83 | 0.82 | 0.82 | NA | 0.8 | 0.79 | 0.84 | 0.8 | 0.82 | 0.84 | 0.84 | 0.83 | 0.83 | 0.81 | 0.83 | 0.79 | 0.76 | 0.81 | 0.8 | 0.79 | 0.77 |
RSquared | NA | 0.96 | 0.85 | 0.95 | 0.97 | 0.97 | NA | 0.95 | 0.86 | 0.98 | 0.96 | 0.99 | 0.98 | 0.9 | 0.92 | 0.98 | 0.98 | 0.97 | 0.94 | 0.6 | 0.97 | 0.98 | 0.97 | 0.97 |
Yield(%) | N/A | 0.0 | 2.7 | 4.7 | 5.8 | 5.4 | 6.8 | N/A | 2.8 | 4.3 | 8.0 | 5.9 | 8.1 | 8.5 | 3.0 | 3.1 | 5.5 | 4.2 | 3.0 | 2.6 | 1.9 | 1.5 | 1.4 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -47.6 | -29.5 | 21.2 | N/A | N/A | N/A | -47.5 | -44.9 | 42.7 | -18.5 | -17.1 | 208.3 | 2.9 | -48.5 | 36.0 | 56.2 | 28.0 | 31.6 | 46.2 | 30.0 | 25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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