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ARLDX: ONE CHOICE 2035 PORTFOLIO R6 R6 CLASS (MUTUAL FUND)
Basic Info 9.63 0.13(1.33%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 08/02/2013 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 17.95% |
| Expenses | 1.07% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 4.0 | 12.8 | 10.9 | 2.9 | 6.3 | 6.1 | 12.7 | 9.2 | 13.3 | -19.2 | 5.1 | 6.2 | 20.3 | -1.7 | 14.9 | 7.0 | -0.9 | 8.0 | 5.7 |
| Sharpe Ratio | NA | 0.81 | 1.4 | 0.94 | 0.03 | 0.42 | 0.45 | 1.08 | 0.78 | 1.24 | -1.37 | 0.54 | 0.28 | 2.64 | -0.25 | 3.26 | 0.72 | -0.1 | 1.04 | 2.0 |
| Draw Down(%) | NA | 6.0 | 6.0 | 9.2 | 25.9 | 25.9 | 25.9 | 9.2 | 3.7 | 8.1 | 20.9 | 6.2 | 24.2 | 3.6 | 13.1 | 1.3 | 7.8 | 9.0 | 6.0 | 3.3 |
| Standard Deviation(%) | NA | 8.7 | 7.3 | 8.2 | 10.2 | 11.2 | 10.7 | 9.1 | 7.1 | 7.9 | 15.1 | 9.4 | 21.1 | 7.1 | 12.3 | 4.4 | 9.4 | 9.6 | 7.6 | 7.2 |
| Treynor Ratio | NA | 0.09 | 0.13 | 0.1 | 0.0 | 0.06 | 0.06 | 0.12 | 0.07 | 0.12 | -0.24 | 0.07 | 0.07 | 0.23 | -0.03 | 0.17 | 0.08 | -0.01 | 0.1 | 0.17 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | -0.02 | -0.02 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 0.76 | 0.76 | 0.79 | 0.82 | 0.81 | 0.81 | 0.81 | 0.81 | 0.83 | 0.86 | 0.78 | 0.82 | 0.82 | 0.88 | 0.83 | 0.82 | 0.8 | 0.83 | 0.83 |
| RSquared | NA | 0.97 | 0.92 | 0.92 | 0.86 | 0.83 | 0.85 | 0.97 | 0.96 | 0.95 | 0.9 | 0.6 | 0.88 | 0.94 | 0.68 | 0.93 | 0.98 | 0.98 | 0.97 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 18.7 | 8.1 | 5.1 | 3.1 | 5.9 | 2.1 | 12.8 | 12.5 | 3.8 | 2.9 | 3.6 | 2.8 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 132.7 | 69.5 | 31.6 | -48.1 | 195.2 | -82.7 | -12.8 | 261.4 | 39.1 | -24.4 | 38.6 | 61.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2013
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