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ARFSX: ONE CHOICE 2050 PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 13.99 0.04(0.29%) April 19
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (96%) |
Start Date: | 06/04/2008 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 6.07% |
Expenses | 0.54% |
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Performance Analytics (As of 04/18/2024)
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(%) | -2.0 | 1.1 | 9.6 | 0.8 | 7.1 | 7.5 | 10.4 | 7.0 | 15.4 | -17.2 | 13.5 | 17.7 | 24.3 | -5.0 | 18.8 | 7.6 | -1.3 | 8.7 | 21.9 | 15.5 | -0.8 | 16.3 | 27.1 | -32.2 |
Sharpe Ratio | NA | 0.93 | 0.96 | -0.03 | 0.37 | 0.51 | NA | 0.39 | 1.14 | -1.04 | 1.34 | 0.67 | 2.45 | -0.48 | 3.33 | 0.63 | -0.11 | 0.94 | 2.38 | 1.15 | -0.04 | 1.01 | 1.15 | -1.19 |
Draw Down(%) | NA | 2.6 | 10.1 | 24.9 | 29.5 | 29.5 | NA | 46.8 | 10.1 | 23.9 | 5.0 | 29.5 | 5.0 | 16.6 | 1.6 | 9.7 | 11.1 | 7.2 | 5.8 | 9.1 | 18.3 | 12.5 | 22.6 | 44.1 |
Standard Deviation(%) | NA | 8.7 | 9.1 | 12.9 | 15.9 | 13.5 | NA | 16.6 | 9.9 | 17.9 | 10.0 | 25.8 | 9.3 | 13.0 | 5.5 | 11.7 | 11.9 | 9.2 | 9.2 | 13.6 | 20.8 | 16.1 | 23.5 | 41.5 |
Treynor Ratio | NA | 0.12 | 0.12 | -0.01 | 0.08 | 0.09 | NA | 0.08 | 0.16 | -0.26 | 0.18 | 0.24 | 0.31 | -0.09 | 0.24 | 0.09 | -0.02 | 0.11 | 0.27 | 0.19 | -0.01 | 0.18 | 0.32 | -0.62 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | NA | -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 | 0.01 | 0.01 | -0.05 |
Beta | NA | 0.69 | 0.71 | 0.72 | 0.72 | 0.74 | NA | 0.79 | 0.7 | 0.72 | 0.74 | 0.73 | 0.73 | 0.73 | 0.77 | 0.86 | 0.75 | 0.79 | 0.8 | 0.83 | 0.87 | 0.88 | 0.85 | 0.8 |
RSquared | NA | 0.82 | 0.82 | 0.92 | 0.94 | 0.94 | NA | 0.93 | 0.85 | 0.95 | 0.92 | 0.96 | 0.96 | 0.92 | 0.87 | 0.94 | 0.95 | 0.95 | 0.92 | 0.6 | 0.95 | 0.97 | 0.96 | 0.96 |
Yield(%) | N/A | 0.0 | 2.3 | 4.9 | 6.8 | 6.7 | 10.0 | N/A | 2.4 | 5.4 | 8.2 | 7.4 | 10.1 | 9.6 | 3.7 | 4.3 | 6.6 | 5.0 | 3.8 | 2.7 | 1.9 | 2.0 | 1.5 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -64.7 | -33.5 | 22.0 | N/A | N/A | N/A | -64.7 | -30.9 | 21.8 | -16.5 | -11.0 | 195.7 | -8.0 | -40.5 | 37.7 | 48.8 | 64.0 | 38.9 | 5.9 | 70.0 | 25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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