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ARFVX: ONE CHOICE 2050 PORTFOLIO INVESTOR CLASS (MUTUAL FUND)
Basic Info 14.24 0.1(0.71%) April 26
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (13%) |
Start Date: | 06/04/2008 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 5.90% |
Expenses | 0.54% |
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Performance Analytics (As of 04/26/2024)
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(%) | 1.9 | 3.0 | 13.0 | 1.0 | 7.1 | 7.5 | 10.3 | 6.9 | 15.2 | -17.4 | 13.4 | 17.4 | 24.1 | -5.3 | 18.6 | 7.4 | -1.6 | 8.6 | 21.6 | 15.4 | -1.0 | 16.3 | 26.7 | -32.2 |
Sharpe Ratio | NA | 0.7 | 1.01 | -0.1 | 0.35 | 0.48 | NA | 0.37 | 1.11 | -1.05 | 1.32 | 0.66 | 2.44 | -0.51 | 3.28 | 0.62 | -0.14 | 0.92 | 2.36 | 1.14 | -0.05 | 1.0 | 1.13 | -1.2 |
Draw Down(%) | NA | 4.6 | 10.1 | 25.1 | 29.5 | 29.5 | NA | 46.8 | 10.1 | 24.1 | 5.0 | 29.5 | 5.0 | 16.8 | 1.6 | 9.7 | 11.1 | 7.2 | 5.9 | 9.2 | 18.3 | 12.4 | 22.6 | 44.2 |
Standard Deviation(%) | NA | 8.7 | 9.2 | 12.9 | 15.9 | 13.5 | NA | 16.6 | 9.9 | 17.9 | 10.1 | 25.8 | 9.3 | 13.0 | 5.5 | 11.7 | 11.9 | 9.3 | 9.1 | 13.6 | 20.9 | 16.1 | 23.4 | 41.4 |
Treynor Ratio | NA | 0.09 | 0.13 | -0.02 | 0.08 | 0.09 | NA | 0.08 | 0.16 | -0.26 | 0.18 | 0.24 | 0.31 | -0.09 | 0.23 | 0.08 | -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 | 0.78 | 0.7 | 0.72 | 0.74 | 0.73 | 0.73 | 0.73 | 0.77 | 0.86 | 0.75 | 0.8 | 0.79 | 0.83 | 0.87 | 0.88 | 0.84 | 0.8 |
RSquared | NA | 0.84 | 0.83 | 0.92 | 0.94 | 0.94 | NA | 0.93 | 0.86 | 0.95 | 0.92 | 0.96 | 0.96 | 0.93 | 0.87 | 0.94 | 0.96 | 0.96 | 0.92 | 0.6 | 0.96 | 0.97 | 0.96 | 0.96 |
Yield(%) | N/A | 0.0 | 2.1 | 4.7 | 6.5 | 6.5 | 9.4 | N/A | 2.2 | 5.2 | 8.0 | 7.1 | 9.9 | 9.3 | 3.4 | 4.0 | 6.3 | 4.7 | 3.6 | 2.5 | 1.7 | 1.9 | 1.2 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | -67.1 | -34.0 | 24.0 | N/A | N/A | N/A | -67.1 | -31.7 | 22.4 | -16.9 | -9.9 | 211.9 | -10.6 | -42.0 | 39.7 | 52.6 | 65.2 | 43.8 | 0.0 | 100.0 | 14.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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