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ARWFX: ONE CHOICE 2025 PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 13.22 0(0.0%) July 08
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 5.13% |
| Expenses | 0.42% |
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Performance Analytics (As of 07/07/2025)
Not up-to-date? Try| 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(%) | 0.0 | -4.2 | -1.5 | 3.5 | 1.5 | 3.7 | 5.7 | 5.1 | 5.1 | 7.9 | 9.5 | -15.3 | 5.0 | 6.1 | 17.5 | -1.8 | 12.5 | 6.4 | -1.3 | 7.1 | 14.3 | 12.4 | 2.0 | 12.9 | 21.4 | -24.9 | 9.4 | 12.1 | 6.6 | 1.3 |
| Sharpe Ratio | NA | -0.79 | -0.39 | 0.01 | -0.07 | 0.24 | NA | NA | 0.36 | 0.22 | 0.77 | -1.4 | 0.68 | 0.35 | 2.81 | -0.37 | 3.41 | 0.8 | -0.17 | 1.15 | 2.21 | 1.32 | 0.14 | 1.13 | 1.26 | -1.07 | 0.61 | 1.2 | 0.67 | 8.35 |
| Draw Down(%) | NA | 7.7 | 7.7 | 10.7 | 22.4 | 22.4 | NA | NA | 38.2 | 3.2 | 6.7 | 18.6 | 4.6 | 20.6 | 2.6 | 10.8 | 1.1 | 6.2 | 7.7 | 4.8 | 4.8 | 6.0 | 12.2 | 8.8 | 17.2 | 35.0 | 6.7 | 7.4 | 4.8 | 0.2 |
| Standard Deviation(%) | NA | 14.3 | 11.0 | 9.3 | 9.3 | 9.4 | NA | NA | 11.0 | 6.0 | 6.8 | 11.9 | 7.4 | 16.9 | 5.7 | 8.4 | 3.5 | 7.7 | 7.9 | 6.1 | 6.4 | 9.4 | 14.2 | 11.3 | 16.9 | 24.1 | 10.5 | 7.4 | 6.7 | 4.3 |
| Treynor Ratio | NA | -0.13 | -0.05 | 0.0 | -0.01 | 0.06 | NA | NA | 0.07 | 0.03 | 0.07 | -0.19 | 0.07 | 0.13 | 3.5 | -0.15 | 0.14 | 0.07 | -0.02 | 0.09 | 0.18 | 0.16 | 0.02 | 0.16 | 0.27 | -0.34 | 0.08 | 0.11 | 0.04 | 0.36 |
| Alpha | NA | -0.08 | -0.04 | -0.02 | -0.02 | 0.0 | NA | NA | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.05 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.03 |
| Beta | NA | 0.84 | 0.83 | 0.86 | 0.84 | 0.35 | NA | NA | 0.56 | 0.41 | 0.77 | 0.86 | 0.77 | 0.43 | 0.05 | 0.2 | 0.83 | 0.84 | 0.82 | 0.82 | 0.78 | 0.78 | 0.82 | 0.81 | 0.79 | 0.76 | 0.83 | 0.83 | 1.09 | 1.01 |
| RSquared | NA | 0.38 | 0.47 | 0.72 | 0.72 | 0.37 | NA | NA | 0.64 | 0.48 | 0.75 | 0.96 | 0.59 | 0.45 | 0.08 | 0.24 | 0.93 | 0.98 | 0.98 | 0.97 | 0.93 | 0.6 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.84 | 0.94 | 0.81 |
| Yield(%) | N/A | 0.0 | 5.1 | 3.5 | 3.0 | 4.5 | 5.4 | 4.9 | N/A | 5.4 | 2.6 | 2.3 | 3.9 | 1.4 | 8.5 | 9.1 | 3.7 | 3.7 | 6.2 | 4.6 | 3.7 | 3.0 | 2.4 | 2.2 | 2.1 | 3.9 | 4.0 | 7.0 | 3.2 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | 121.9 | -26.7 | -50.1 | 53.3 | N/A | N/A | N/A | 121.9 | -6.6 | -40.4 | 194.9 | -82.3 | -17.5 | 165.9 | 5.6 | -46.0 | 38.4 | 37.7 | 33.6 | 25.4 | 17.2 | 27.1 | -60.9 | 1.5 | -39.9 | 126.1 | 139.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/2004
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