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ARTAX: ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS (MUTUAL FUND)
Basic Info 12.24 0(0.0%) May 10
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (100%) |
Start Date: | 09/20/2004 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 4.29% |
Expenses | 1.00% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/25/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 2.6 | 8.2 | 0.8 | 4.7 | 4.6 | 6.3 | 4.9 | 10.8 | -13.5 | 8.5 | 10.5 | 15.6 | -2.5 | 9.9 | 5.6 | -1.9 | 5.9 | 10.8 | 9.9 | 3.3 | 9.8 | 16.1 | -16.8 | 6.9 | 8.2 | -1.0 | 5.3 |
Sharpe Ratio | NA | 0.62 | 0.68 | -0.19 | 0.33 | 0.45 | NA | 0.46 | 1.0 | -1.33 | 1.53 | 0.7 | 2.82 | -0.55 | 3.11 | 0.83 | -0.29 | 1.2 | 2.02 | 1.4 | 0.31 | 1.17 | 1.3 | -1.02 | 0.56 | 0.94 | -0.66 | 4.78 |
Draw Down(%) | NA | 3.2 | 6.6 | 18.5 | 18.9 | 18.9 | NA | 27.9 | 6.6 | 18.2 | 2.8 | 18.9 | 2.2 | 9.6 | 1.0 | 5.0 | 6.5 | 4.1 | 4.1 | 4.4 | 8.7 | 6.5 | 13.3 | 26.4 | 4.4 | 4.6 | 3.6 | 0.6 |
Standard Deviation(%) | NA | 6.1 | 6.4 | 8.2 | 9.4 | 7.8 | NA | 8.5 | 6.6 | 11.2 | 5.6 | 14.6 | 5.0 | 7.0 | 3.0 | 6.6 | 6.5 | 4.9 | 5.3 | 7.1 | 10.5 | 8.3 | 12.3 | 17.2 | 7.0 | 5.3 | 4.8 | 3.9 |
Treynor Ratio | NA | 0.03 | 0.04 | -0.01 | 0.02 | 0.03 | NA | 0.03 | 0.07 | -0.12 | 0.07 | 0.07 | 0.1 | -0.03 | 0.08 | 0.04 | -0.01 | 0.04 | 0.08 | 0.07 | 0.02 | 0.07 | 0.11 | -0.12 | 0.03 | 0.04 | -0.03 | 0.2 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.03 |
Beta | NA | 1.16 | 1.07 | 1.19 | 1.28 | 1.32 | NA | 1.37 | 0.99 | 1.24 | 1.23 | 1.41 | 1.44 | 1.53 | 1.1 | 1.46 | 1.44 | 1.44 | 1.28 | 1.38 | 1.63 | 1.46 | 1.41 | 1.45 | 1.38 | 1.14 | 1.0 | 0.92 |
RSquared | NA | 0.95 | 0.87 | 0.9 | 0.87 | 0.87 | NA | 0.85 | 0.73 | 0.93 | 0.86 | 0.86 | 0.85 | 0.87 | 0.67 | 0.89 | 0.89 | 0.85 | 0.86 | 0.51 | 0.86 | 0.87 | 0.92 | 0.91 | 0.85 | 0.73 | 0.53 | 0.61 |
Yield(%) | N/A | 0.3 | 4.3 | 5.0 | 5.7 | 5.0 | 5.8 | N/A | 4.3 | 4.1 | 7.6 | 5.4 | 7.7 | 7.3 | 2.9 | 2.9 | 4.8 | 3.3 | 3.0 | 3.1 | 2.2 | 2.2 | 2.1 | 4.0 | 3.5 | 3.6 | 0.0 | 1.9 |
Dividend Growth(%) | N/A | -91.7 | -7.1 | -18.4 | 35.0 | N/A | N/A | N/A | -14.3 | -45.1 | 45.7 | -23.9 | -6.1 | 172.2 | 2.9 | -43.5 | 47.6 | 20.0 | 2.9 | 41.7 | 9.1 | 15.8 | -56.8 | 15.8 | 2.7 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/25/2005
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