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ARFMX: ONE CHOICE 2050 PORTFOLIO A CLASS (MUTUAL FUND)
Basic Info 14.53 0.01(0.07%) May 10
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (22%) |
Start Date: | 06/04/2008 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.82% |
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 | 15 Yr | Since 06/04/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 5.1 | 13.8 | 1.6 | 7.6 | 7.4 | 9.7 | 6.7 | 14.8 | -17.6 | 13.0 | 17.2 | 23.8 | -5.8 | 18.2 | 7.1 | -1.8 | 8.2 | 21.3 | 15.1 | -1.2 | 15.9 | 26.4 | -32.3 |
Sharpe Ratio | NA | 1.28 | 1.09 | -0.05 | 0.38 | 0.46 | NA | 0.36 | 1.07 | -1.06 | 1.28 | 0.66 | 2.38 | -0.55 | 3.19 | 0.59 | -0.15 | 0.88 | 2.3 | 1.11 | -0.06 | 0.98 | 1.12 | -1.2 |
Draw Down(%) | NA | 4.6 | 10.2 | 25.3 | 29.5 | 29.5 | NA | 47.0 | 10.2 | 24.2 | 5.0 | 29.5 | 5.0 | 17.0 | 1.6 | 9.8 | 11.2 | 7.2 | 5.9 | 9.2 | 18.4 | 12.5 | 22.7 | 44.2 |
Standard Deviation(%) | NA | 8.8 | 9.1 | 12.9 | 15.9 | 13.5 | NA | 16.6 | 9.9 | 17.9 | 10.1 | 25.8 | 9.4 | 12.9 | 5.5 | 11.7 | 12.0 | 9.3 | 9.2 | 13.7 | 20.9 | 16.1 | 23.4 | 41.4 |
Treynor Ratio | NA | 0.16 | 0.14 | -0.01 | 0.08 | 0.09 | NA | 0.08 | 0.15 | -0.26 | 0.18 | 0.23 | 0.3 | -0.1 | 0.23 | 0.08 | -0.02 | 0.1 | 0.26 | 0.18 | -0.01 | 0.18 | 0.31 | -0.62 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | NA | -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 | -0.01 | 0.01 | 0.01 | -0.05 |
Beta | NA | 0.69 | 0.72 | 0.71 | 0.72 | 0.74 | NA | 0.79 | 0.7 | 0.72 | 0.74 | 0.72 | 0.74 | 0.73 | 0.78 | 0.87 | 0.76 | 0.8 | 0.8 | 0.84 | 0.87 | 0.88 | 0.84 | 0.8 |
RSquared | NA | 0.85 | 0.83 | 0.92 | 0.94 | 0.94 | NA | 0.93 | 0.86 | 0.94 | 0.91 | 0.96 | 0.96 | 0.94 | 0.87 | 0.95 | 0.95 | 0.96 | 0.93 | 0.61 | 0.96 | 0.97 | 0.96 | 0.96 |
Yield(%) | N/A | 0.0 | 1.8 | 4.5 | 6.3 | 6.1 | 8.4 | N/A | 2.0 | 5.0 | 7.7 | 6.9 | 9.6 | 8.9 | 3.3 | 3.8 | 6.1 | 4.5 | 3.3 | 2.3 | 1.5 | 1.5 | 0.9 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | -69.9 | -34.5 | 25.1 | N/A | N/A | N/A | -69.6 | -31.3 | 22.3 | -17.5 | -8.8 | 212.5 | -9.1 | -43.6 | 41.8 | 57.1 | 66.7 | 50.0 | 7.7 | 116.7 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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