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AREMX: ONE CHOICE 2055 PORTFOLIO A CLASS (MUTUAL FUND)
Basic Info 16.52 0.02(0.12%) May 10
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (8%) |
Start Date: | 04/07/2011 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.39% |
Expenses | 0.54% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/07/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 5.7 | 14.9 | 1.9 | 8.0 | 7.6 | 8.1 | 15.4 | -17.9 | 13.6 | 17.6 | 24.2 | -6.2 | 18.8 | 7.2 | -1.8 | 8.5 | 21.9 | 15.2 | -6.4 |
Sharpe Ratio | NA | 1.38 | 1.14 | -0.03 | 0.39 | 0.46 | 0.51 | 1.08 | -1.02 | 1.28 | 0.65 | 2.37 | -0.57 | 3.19 | 0.58 | -0.15 | 0.88 | 2.33 | 1.11 | -0.36 |
Draw Down(%) | NA | 4.8 | 10.7 | 25.8 | 30.2 | 30.2 | 30.2 | 10.7 | 24.7 | 5.3 | 30.2 | 5.2 | 17.6 | 1.7 | 10.1 | 11.6 | 7.5 | 5.9 | 9.4 | 18.6 |
Standard Deviation(%) | NA | 9.3 | 9.7 | 13.6 | 16.6 | 14.1 | 14.4 | 10.4 | 18.9 | 10.6 | 26.6 | 9.6 | 13.3 | 5.7 | 12.1 | 12.5 | 9.6 | 9.4 | 13.8 | 23.6 |
Treynor Ratio | NA | 0.17 | 0.14 | -0.01 | 0.09 | 0.09 | 0.09 | 0.15 | -0.25 | 0.18 | 0.23 | 0.3 | -0.1 | 0.23 | 0.08 | -0.02 | 0.1 | 0.27 | 0.18 | -0.1 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | -0.03 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.02 |
Beta | NA | 0.74 | 0.77 | 0.76 | 0.75 | 0.77 | 0.79 | 0.74 | 0.76 | 0.77 | 0.75 | 0.76 | 0.75 | 0.8 | 0.9 | 0.79 | 0.83 | 0.82 | 0.84 | 0.88 |
RSquared | NA | 0.87 | 0.84 | 0.92 | 0.94 | 0.94 | 0.92 | 0.87 | 0.95 | 0.91 | 0.96 | 0.96 | 0.94 | 0.88 | 0.94 | 0.96 | 0.96 | 0.93 | 0.61 | 0.96 |
Yield(%) | N/A | 0.0 | 1.4 | 4.3 | 5.8 | 5.5 | N/A | 1.5 | 4.6 | 7.7 | 5.5 | 8.5 | 7.7 | 2.8 | 3.2 | 4.6 | 3.6 | 2.8 | 1.5 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -74.9 | -25.8 | 40.7 | N/A | N/A | -75.3 | -36.7 | 56.1 | -25.5 | -5.2 | 213.5 | -5.1 | -36.1 | 35.6 | 50.0 | 114.3 | 75.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2011
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