Find A Portfolio/Ticker
Comparison Box
ARWFX: ONE CHOICE 2025 PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 13.48 0.02(0.15%) April 18
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (100%) |
Start Date: | 12/16/2004 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 4.33% |
Expenses | 0.42% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/26/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.8 | 0.1 | 6.3 | 0.4 | 4.8 | 5.5 | 7.9 | 6.1 | 11.5 | -13.6 | 9.6 | 11.5 | 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 | 0.23 | 0.61 | -0.13 | 0.35 | 0.53 | NA | 0.46 | 1.1 | -1.29 | 1.6 | 0.7 | 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 | 2.0 | 6.7 | 19.0 | 20.6 | 20.6 | NA | 38.2 | 6.7 | 18.6 | 3.0 | 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 | 6.1 | 6.3 | 8.4 | 10.1 | 8.6 | NA | 10.9 | 6.7 | 11.7 | 6.0 | 16.1 | 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 | 0.02 | 0.05 | -0.01 | 0.13 | 0.15 | NA | 0.1 | 0.12 | -0.18 | 0.13 | 0.25 | 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 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | NA | 0.01 | -0.01 | 0.0 | 0.01 | 0.02 | 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 | 0.89 | 0.8 | 0.83 | 0.27 | 0.31 | NA | 0.52 | 0.61 | 0.85 | 0.76 | 0.44 | 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 | 0.95 | 0.83 | 0.94 | 0.32 | 0.36 | NA | 0.62 | 0.67 | 0.98 | 0.87 | 0.52 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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 Target Date 2021-2025 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2021-2025
Best Mutual Funds
- ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) 0.15% (100%)
- ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) 0.15% (99%)
- VTTVX (Vanguard Target Retirement 2025) 0.16% (97%)
- TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) 0.13% (96%)
- FFTWX (FIDELITY FREEDOM 2025 FUND FIDELITY FREEDOM 2025 FUND) 0.23% (95%)
- FITWX (FIDELITY ADVISOR FREEDOM 2025 FUND CLASS I) 0.24% (94%)
- TCLFX (TIAA-CREF LIFECYCLE 2025 FUND RETIREMENT CLASS) 0.22% (92%)
- PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) 0.26% (91%)
- ISZIX (VOYA SOLUTION 2025 PORTFOLIO CLASS I) 0.21% (90%)
- GMWZX (MYDESTINATION 2025 FUND INVESTOR) 0.20% (87%)