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ARFSX: ONE CHOICE 2050 PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 14.79 0.18(1.23%) May 02
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 06/04/2008 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 2.39% |
| Expenses | 0.54% |
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Performance Analytics (As of 05/02/2025)
| 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(%) | 2.0 | 0.8 | 6.1 | 4.4 | 6.5 | 5.7 | 7.6 | 6.2 | 8.4 | 15.1 | -21.1 | 9.6 | 11.4 | 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 | -0.03 | -0.02 | 0.0 | 0.29 | 0.28 | NA | 0.31 | 0.2 | 1.12 | -1.2 | 0.9 | 0.42 | 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 | 12.6 | 14.6 | 14.6 | 27.5 | 29.5 | NA | 46.8 | 6.2 | 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 | 17.8 | 12.8 | 13.6 | 13.6 | 14.2 | NA | 16.6 | 9.3 | 9.8 | 18.9 | 10.7 | 26.8 | 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 | -0.01 | 0.0 | 0.0 | 0.06 | 0.06 | NA | 0.07 | 0.03 | 0.16 | -0.31 | 0.13 | 0.16 | 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 | 0.02 | -0.02 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.01 | -0.04 | -0.04 | -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 | 0.62 | 0.62 | 0.69 | 0.71 | 0.72 | NA | 0.78 | 0.65 | 0.71 | 0.74 | 0.74 | 0.71 | 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 | 0.96 | 0.88 | 0.87 | 0.86 | 0.88 | NA | 0.91 | 0.78 | 0.88 | 0.89 | 0.83 | 0.85 | 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 | 2.4 | 2.0 | 2.8 | 4.5 | 5.7 | N/A | 2.5 | 2.2 | 1.5 | 4.5 | 1.2 | 10.1 | 9.6 | 3.7 | 4.3 | 6.5 | 5.0 | 3.8 | 2.7 | 1.9 | 2.0 | 1.4 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | 25.4 | -58.5 | -61.5 | N/A | N/A | N/A | 25.4 | 15.7 | -65.0 | 317.4 | -86.7 | -10.9 | 196.6 | -8.0 | -40.6 | 37.4 | 49.1 | 61.0 | 42.7 | 6.0 | 75.0 | 21.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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