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ARDSX: ONE CHOICE 2040 PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 14.27 0.02(0.14%) July 10
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 06/04/2008 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 2.63% |
| Expenses | 0.64% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/04/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 7.2 | 7.3 | 7.9 | 4.1 | 5.6 | 7.7 | 6.0 | 6.5 | 13.6 | -19.5 | 7.1 | 9.5 | 21.5 | -3.5 | 16.3 | 7.1 | -1.2 | 8.2 | 19.9 | 14.7 | -0.1 | 15.4 | 26.1 | -29.3 |
| Sharpe Ratio | NA | 0.92 | 0.39 | 0.41 | 0.2 | 0.34 | NA | 0.35 | -0.02 | 1.12 | -1.31 | 0.76 | 0.41 | 2.56 | -0.43 | 3.27 | 0.67 | -0.12 | 0.99 | 2.35 | 1.2 | -0.01 | 1.01 | 1.18 | -1.17 |
| Draw Down(%) | NA | 10.4 | 12.8 | 12.8 | 26.2 | 26.2 | NA | 43.7 | 6.1 | 8.8 | 22.2 | 5.2 | 25.9 | 4.1 | 14.4 | 1.4 | 8.6 | 9.9 | 6.4 | 5.5 | 8.3 | 16.6 | 11.9 | 21.2 | 41.3 |
| Standard Deviation(%) | NA | 12.8 | 11.0 | 10.9 | 11.4 | 12.1 | NA | 14.8 | 8.1 | 8.5 | 16.1 | 9.4 | 22.6 | 7.9 | 11.2 | 4.8 | 10.3 | 10.6 | 8.3 | 8.5 | 12.4 | 19.0 | 15.1 | 22.0 | 38.9 |
| Treynor Ratio | NA | 0.14 | 0.05 | 0.05 | 0.03 | 0.05 | NA | 0.06 | 0.0 | 0.12 | -0.24 | 0.09 | 0.12 | 0.73 | -0.08 | 0.19 | 0.09 | -0.02 | 0.1 | 0.25 | 0.19 | 0.0 | 0.17 | 0.3 | -0.54 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | NA | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.02 |
| Beta | NA | 0.82 | 0.8 | 0.84 | 0.83 | 0.83 | NA | 0.84 | 0.72 | 0.78 | 0.86 | 0.78 | 0.75 | 0.28 | 0.64 | 0.83 | 0.81 | 0.8 | 0.84 | 0.81 | 0.8 | 0.86 | 0.89 | 0.87 | 0.84 |
| RSquared | NA | 0.99 | 0.91 | 0.91 | 0.87 | 0.93 | NA | 0.94 | 0.77 | 0.84 | 0.93 | 0.74 | 0.81 | 0.38 | 0.74 | 0.95 | 0.98 | 0.98 | 0.97 | 0.94 | 0.61 | 0.97 | 0.99 | 0.97 | 0.97 |
| Yield(%) | N/A | 0.0 | 2.6 | 2.6 | 2.6 | 4.6 | 6.0 | N/A | 2.8 | 2.5 | 1.9 | 4.3 | 1.3 | 9.7 | 10.0 | 3.8 | 4.0 | 6.4 | 5.0 | 3.7 | 2.8 | 2.2 | 1.8 | 1.7 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | 23.0 | -51.3 | -59.9 | N/A | N/A | N/A | 23.0 | 2.1 | -53.4 | 261.5 | -85.2 | -17.4 | 195.3 | -0.4 | -42.9 | 34.1 | 53.2 | 48.7 | 25.7 | 37.2 | 34.5 | 23.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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