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ARLIX: ONE CHOICE 2035 PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 16.13 0.13(0.81%) May 02
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 12/21/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.08% |
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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 | 20 Yr | Since 12/16/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 1.3 | 3.4 | 2.9 | 4.3 | 4.4 | 6.3 | 5.9 | 5.7 | 3.9 | 12.3 | -18.0 | 6.9 | 8.3 | 20.2 | -3.1 | 14.9 | 6.8 | -1.0 | 7.8 | 18.1 | 13.8 | 0.6 | 14.9 | 24.6 | -30.5 | 10.5 | 13.9 | 4.6 | 1.5 |
| Sharpe Ratio | NA | 0.07 | -0.28 | -0.13 | 0.15 | 0.24 | NA | NA | 0.33 | -0.33 | 1.04 | -1.34 | 0.82 | 0.39 | 2.63 | -0.43 | 3.34 | 0.69 | -0.11 | 1.02 | 2.31 | 1.23 | 0.03 | 1.08 | 1.2 | -1.05 | 0.58 | 1.21 | 0.29 | 8.91 |
| Draw Down(%) | NA | 9.2 | 13.1 | 13.1 | 24.7 | 24.7 | NA | NA | 45.0 | 7.4 | 8.1 | 21.1 | 4.6 | 24.2 | 3.6 | 13.2 | 1.3 | 7.8 | 9.1 | 5.9 | 5.3 | 7.6 | 15.2 | 10.5 | 20.0 | 40.7 | 8.3 | 9.0 | 5.8 | 0.3 |
| Standard Deviation(%) | NA | 13.2 | 10.4 | 10.8 | 10.8 | 11.1 | NA | NA | 13.3 | 8.2 | 7.8 | 14.6 | 8.5 | 20.5 | 7.1 | 10.2 | 4.3 | 9.5 | 9.6 | 7.6 | 7.8 | 11.3 | 17.4 | 13.7 | 20.3 | 29.7 | 12.9 | 8.8 | 8.4 | 4.9 |
| Treynor Ratio | NA | 0.01 | -0.04 | -0.02 | 0.03 | 0.04 | NA | NA | 0.06 | -0.04 | 0.11 | -0.23 | 0.09 | 0.1 | 0.22 | -0.05 | 0.18 | 0.08 | -0.01 | 0.09 | 0.23 | 0.18 | 0.01 | 0.18 | 0.3 | -0.39 | 0.09 | 0.12 | 0.02 | 0.46 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 |
| Beta | NA | 0.82 | 0.74 | 0.82 | 0.63 | 0.72 | NA | NA | 0.78 | 0.68 | 0.76 | 0.85 | 0.8 | 0.79 | 0.84 | 0.84 | 0.82 | 0.82 | 0.8 | 0.83 | 0.79 | 0.76 | 0.8 | 0.81 | 0.8 | 0.8 | 0.88 | 0.87 | 1.01 | 0.93 |
| RSquared | NA | 0.99 | 0.74 | 0.88 | 0.65 | 0.81 | NA | NA | 0.89 | 0.59 | 0.82 | 0.94 | 0.75 | 0.86 | 0.98 | 0.9 | 0.94 | 0.98 | 0.98 | 0.97 | 0.94 | 0.61 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.86 | 0.85 | 0.89 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.4 | 2.1 | 4.1 | 5.0 | 4.9 | N/A | 0.0 | 2.4 | 1.9 | 3.9 | 1.3 | 9.2 | 9.1 | 3.8 | 3.9 | 7.1 | 5.1 | 3.9 | 3.0 | 2.0 | 2.3 | 1.9 | 3.4 | 3.9 | 6.4 | 0.0 | 1.3 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -69.3 | -69.4 | 64.2 | N/A | N/A | N/A | -100.0 | 0.6 | -49.2 | 220.6 | -84.4 | -11.9 | 168.9 | 0.5 | -49.5 | 42.8 | 48.0 | 43.5 | 44.2 | 1.6 | 50.3 | -63.1 | -8.5 | -35.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/2004
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