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ARENX: ONE CHOICE 2055 PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 16.08 0.05(0.31%) April 25
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (79%) |
Start Date: | 04/07/2011 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 5.56% |
Expenses | 0.54% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 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(%) | 1.0 | 2.8 | 13.2 | 1.3 | 7.6 | 7.8 | 8.5 | 15.9 | -17.4 | 14.1 | 18.2 | 24.7 | -5.4 | 19.3 | 7.8 | -1.4 | 9.1 | 22.5 | 15.6 | -6.0 |
Sharpe Ratio | NA | 0.12 | 0.66 | -0.09 | 0.35 | 0.47 | 0.52 | 1.13 | -1.0 | 1.33 | 0.67 | 2.42 | -0.5 | 3.31 | 0.63 | -0.12 | 0.95 | 2.37 | 1.14 | -0.34 |
Draw Down(%) | NA | 4.7 | 10.6 | 25.5 | 30.2 | 30.2 | 30.2 | 10.6 | 24.4 | 5.3 | 30.2 | 5.2 | 17.3 | 1.7 | 10.0 | 11.4 | 7.4 | 5.9 | 9.3 | 18.4 |
Standard Deviation(%) | NA | 9.1 | 9.6 | 13.6 | 16.6 | 14.1 | 14.4 | 10.5 | 18.9 | 10.6 | 26.7 | 9.6 | 13.4 | 5.7 | 12.1 | 12.5 | 9.6 | 9.5 | 13.8 | 23.7 |
Treynor Ratio | NA | 0.01 | 0.09 | -0.02 | 0.08 | 0.09 | 0.1 | 0.16 | -0.25 | 0.18 | 0.24 | 0.31 | -0.09 | 0.24 | 0.09 | -0.02 | 0.11 | 0.27 | 0.19 | -0.09 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 |
Beta | NA | 0.73 | 0.75 | 0.76 | 0.76 | 0.77 | 0.79 | 0.74 | 0.76 | 0.77 | 0.75 | 0.76 | 0.75 | 0.79 | 0.9 | 0.79 | 0.82 | 0.83 | 0.84 | 0.89 |
RSquared | NA | 0.84 | 0.84 | 0.92 | 0.94 | 0.94 | 0.92 | 0.87 | 0.95 | 0.91 | 0.96 | 0.96 | 0.93 | 0.88 | 0.95 | 0.96 | 0.96 | 0.93 | 0.61 | 0.96 |
Yield(%) | N/A | 0.0 | 1.9 | 4.6 | 6.2 | 6.2 | N/A | 2.0 | 4.9 | 8.3 | 6.0 | 9.1 | 8.5 | 3.3 | 3.7 | 5.0 | 4.1 | 3.3 | 2.0 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | -69.0 | -25.3 | 36.3 | N/A | N/A | -69.0 | -36.5 | 52.2 | -23.1 | -9.3 | 200.0 | -4.4 | -32.8 | 28.8 | 44.4 | 89.5 | 72.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2011
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