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ARCVX: ONE CHOICE 2030 PORTFOLIO INVESTOR CLASS (MUTUAL FUND)
Basic Info 12.2 0.04(0.33%) April 29
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (82%) |
Start Date: | 06/04/2008 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 5.04% |
Expenses | 0.59% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 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 | 1.7 | 8.4 | 0.6 | 5.2 | 5.7 | 8.2 | 5.7 | 12.1 | -14.8 | 10.1 | 12.6 | 18.6 | -2.8 | 13.5 | 6.4 | -1.4 | 7.2 | 15.9 | 12.8 | 1.0 | 13.4 | 22.9 | -26.2 |
Sharpe Ratio | NA | 0.08 | 0.68 | -0.19 | 0.32 | 0.49 | NA | 0.4 | 1.09 | -1.27 | 1.5 | 0.69 | 2.71 | -0.45 | 3.28 | 0.72 | -0.16 | 1.05 | 2.21 | 1.25 | 0.06 | 1.06 | 1.23 | -1.24 |
Draw Down(%) | NA | 3.5 | 7.4 | 20.5 | 22.3 | 22.3 | NA | 39.2 | 7.4 | 20.0 | 3.4 | 22.3 | 3.1 | 12.2 | 1.1 | 7.0 | 8.4 | 5.5 | 5.1 | 6.8 | 13.7 | 9.9 | 18.5 | 37.2 |
Standard Deviation(%) | NA | 6.5 | 6.8 | 9.2 | 11.1 | 9.5 | NA | 12.5 | 7.2 | 12.8 | 6.7 | 17.8 | 6.3 | 9.2 | 3.9 | 8.6 | 8.7 | 6.8 | 7.2 | 10.3 | 15.8 | 12.5 | 18.6 | 33.5 |
Treynor Ratio | NA | 0.01 | 0.06 | -0.02 | 0.04 | 0.06 | NA | 0.06 | 0.11 | -0.19 | 0.13 | 0.15 | 0.21 | -0.05 | 0.15 | 0.08 | -0.02 | 0.09 | 0.2 | 0.17 | 0.01 | 0.16 | 0.29 | -0.54 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 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 | 0.84 | 0.78 | 0.82 | 0.82 | 0.82 | NA | 0.8 | 0.71 | 0.84 | 0.79 | 0.82 | 0.84 | 0.85 | 0.84 | 0.83 | 0.81 | 0.83 | 0.79 | 0.77 | 0.81 | 0.81 | 0.79 | 0.77 |
RSquared | NA | 0.96 | 0.84 | 0.95 | 0.98 | 0.97 | NA | 0.95 | 0.78 | 0.99 | 0.97 | 0.99 | 0.98 | 0.88 | 0.93 | 0.98 | 0.98 | 0.97 | 0.93 | 0.61 | 0.97 | 0.98 | 0.97 | 0.97 |
Yield(%) | N/A | 0.0 | 2.9 | 4.9 | 6.0 | 5.7 | 7.4 | N/A | 3.1 | 4.5 | 8.3 | 6.2 | 8.3 | 9.0 | 3.2 | 3.4 | 5.7 | 4.5 | 3.2 | 2.8 | 2.1 | 1.7 | 1.7 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | -45.2 | -29.5 | 19.9 | N/A | N/A | N/A | -45.2 | -43.6 | 39.2 | -16.8 | -19.5 | 210.5 | 0.0 | -45.7 | 32.1 | 55.9 | 25.9 | 28.6 | 40.0 | 25.0 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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