Find A Portfolio/Ticker
Comparison Box
ARTOX: ONE CHOICE IN RETIREMENT PORTFOLIO INVESTOR CLASS (MUTUAL FUND)
Basic Info 12.05 0.06(0.50%) April 26
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (99%) |
Start Date: | 09/20/2004 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 2.26% |
Expenses | 1.00% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
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(%) | 1.1 | 1.1 | 7.5 | 0.6 | 4.5 | 4.8 | 6.7 | 5.0 | 11.1 | -13.2 | 8.9 | 10.7 | 15.9 | -2.2 | 10.2 | 5.9 | -1.7 | 6.2 | 11.1 | 10.1 | 3.6 | 10.5 | 16.4 | -16.6 | 7.2 | 8.3 | -1.0 | 5.4 |
Sharpe Ratio | NA | -0.04 | 0.59 | -0.2 | 0.31 | 0.47 | NA | 0.48 | 1.06 | -1.32 | 1.6 | 0.72 | 2.86 | -0.5 | 1.74 | 0.88 | -0.26 | 1.25 | 2.07 | 1.43 | 0.34 | 1.25 | 1.33 | -1.01 | 0.61 | 0.96 | -0.64 | 5.03 |
Draw Down(%) | NA | 3.2 | 6.6 | 18.4 | 18.8 | 18.8 | NA | 27.7 | 6.6 | 18.0 | 2.9 | 18.8 | 2.2 | 9.4 | 1.6 | 5.0 | 6.4 | 4.0 | 4.0 | 4.3 | 8.7 | 6.1 | 13.2 | 26.2 | 4.3 | 4.6 | 3.6 | 0.6 |
Standard Deviation(%) | NA | 5.8 | 6.2 | 8.1 | 9.3 | 7.9 | NA | 8.6 | 6.5 | 11.1 | 5.5 | 14.5 | 5.1 | 7.0 | 5.5 | 6.5 | 6.6 | 5.0 | 5.4 | 7.1 | 10.5 | 8.3 | 12.3 | 17.3 | 7.0 | 5.3 | 4.9 | 3.7 |
Treynor Ratio | NA | 0.0 | 0.03 | -0.01 | 0.02 | 0.03 | NA | 0.03 | 0.07 | -0.12 | 0.07 | 0.07 | 0.1 | -0.02 | 0.07 | 0.04 | -0.01 | 0.04 | 0.09 | 0.07 | 0.02 | 0.07 | 0.12 | -0.12 | 0.03 | 0.04 | -0.03 | 0.22 |
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 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.04 |
Beta | NA | 1.13 | 1.08 | 1.18 | 1.27 | 1.32 | NA | 1.37 | 1.01 | 1.23 | 1.24 | 1.4 | 1.45 | 1.53 | 1.33 | 1.45 | 1.45 | 1.44 | 1.28 | 1.4 | 1.63 | 1.46 | 1.4 | 1.46 | 1.36 | 1.15 | 1.02 | 0.86 |
RSquared | NA | 0.94 | 0.93 | 0.91 | 0.88 | 0.85 | NA | 0.84 | 0.78 | 0.93 | 0.87 | 0.86 | 0.85 | 0.87 | 0.29 | 0.9 | 0.89 | 0.84 | 0.85 | 0.51 | 0.86 | 0.87 | 0.91 | 0.91 | 0.84 | 0.74 | 0.53 | 0.57 |
Yield(%) | N/A | 0.4 | 4.5 | 5.2 | 5.9 | 5.3 | 6.3 | N/A | 4.5 | 4.3 | 7.9 | 5.6 | 7.9 | 7.7 | 3.2 | 3.1 | 5.1 | 3.7 | 3.3 | 3.4 | 2.6 | 2.8 | 2.4 | 4.2 | 3.8 | 3.8 | 0.0 | 2.0 |
Dividend Growth(%) | N/A | -90.2 | -7.0 | -18.6 | 31.8 | N/A | N/A | N/A | -12.1 | -45.3 | 45.2 | -23.2 | -7.8 | 157.5 | 8.1 | -43.9 | 43.5 | 17.9 | 5.4 | 32.1 | -3.4 | 38.1 | -55.3 | 14.6 | 5.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/25/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Retirement Income Asset Class Trend Rankings |
Top Rated Funds in Retirement Income
Best Mutual Funds
- ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) 0.50% (100%)
- ARTOX (ONE CHOICE IN RETIREMENT PORTFOLIO INVESTOR CLASS) 0.50% (99%)
- FFFAX (FIDELITY FREEDOM INCOME FUND FIDELITY FREEDOM INCOME FUND) 0.39% (98%)
- VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) 0.0% (97%)
- MLLIX (MFS LIFETIME INCOME FUND I) 0.25% (96%)
- ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) 0.50% (94%)
- STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) 0.52% (92%)
- TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) 0.39% (91%)
- ISWIX (VOYA SOLUTION INCOME PORTFOLIO CLASS I) 0.49% (90%)
- MDRSX (MASSMUTUAL RETIRESMART IN RETIREMENT FUND SERVICE CLASS) 0.40% (88%)