ARWIX: ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS (MUTUAL FUND)

Basic Info 13.22 0(0.0%) July 25

Asset Class:	Target Date 2021-2025
MyPlanIQ Rating:	(99%)
Start Date:	12/16/2004
Last Dividend Date:	12/20/2024
12-Mo. Yield	4.86%
Expenses	1.02%
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Performance Analytics (As of 07/25/2025)

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 12/16/2004
Annualized Return(%) ?	0.0	-4.2	-1.4	2.8	0.8	3.5	5.3	4.7	4.7
Sharpe Ratio ?	NA	-0.79	-0.42	-0.07	-0.14	0.22	NA	NA	0.32
Draw Down(%) ?	NA	7.6	7.6	10.6	22.5	22.5	NA	NA	38.3

	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	-1.4	2.8	0.8	3.5	5.3	4.7	4.7	2.5	9.2	-15.5	4.8	6.0	17.3	-2.2	12.3	6.2	-1.5	6.9	14.0	12.1	1.8	12.6	21.2	-25.0	9.3	11.8	3.4	1.3
Sharpe Ratio ?	NA	-0.79	-0.42	-0.07	-0.14	0.22	NA	NA	0.32	-0.54	0.74	-1.42	0.65	0.34	2.76	-0.42	3.32	0.77	-0.2	1.12	2.17	1.31	0.12	1.1	1.25	-1.07	0.6	1.15	0.17	8.81
Draw Down(%) ?	NA	7.6	7.6	10.6	22.5	22.5	NA	NA	38.3	7.2	6.8	18.7	4.6	20.5	2.7	10.9	1.1	6.2	7.7	4.9	4.9	5.9	12.3	8.9	17.2	35.0	6.6	7.5	4.8	0.2
Standard Deviation(%) ?	NA	13.3	10.8	9.2	9.3	9.4	NA	NA	11.0	7.5	6.8	12.0	7.4	16.8	5.7	8.3	3.5	7.8	7.9	6.1	6.5	9.3	14.2	11.4	16.9	24.1	10.5	7.5	7.4	4.2
Treynor Ratio ?	NA	-0.13	-0.06	-0.01	-0.02	0.06	NA	NA	0.06	-0.1	0.06	-0.2	0.06	0.13	3.52	-0.17	0.14	0.07	-0.02	0.08	0.18	0.16	0.02	0.15	0.27	-0.34	0.08	0.1	0.01	0.38
Alpha	NA	-0.08	-0.05	-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	0.0	0.01	-0.01	0.01	0.0	-0.01	0.03
Beta	NA	0.82	0.82	0.85	0.84	0.35	NA	NA	0.56	0.39	0.78	0.86	0.77	0.43	0.04	0.2	0.83	0.84	0.81	0.82	0.78	0.77	0.81	0.82	0.79	0.76	0.83	0.83	1.1	0.98
RSquared ?	NA	0.38	0.46	0.72	0.72	0.37	NA	NA	0.64	0.28	0.76	0.96	0.6	0.45	0.08	0.25	0.92	0.98	0.98	0.97	0.93	0.6	0.97	0.98	0.97	0.97	0.98	0.83	0.79	0.79
Yield(%)	N/A	0.0	4.9	3.3	2.8	4.3	5.0	4.4	N/A	5.2	2.4	2.1	3.7	1.1	8.2	8.7	3.5	3.5	6.0	4.4	3.4	2.8	2.2	2.0	1.9	3.8	3.8	6.7	0.0	1.3
Dividend Growth(%)	N/A	-100.0	133.0	-27.4	-51.6	68.3	N/A	N/A	N/A	133.0	-7.8	-41.6	231.9	-84.7	-16.3	170.9	5.5	-47.5	40.6	40.0	35.4	26.5	19.5	29.5	-64.1	3.3	-41.4	N/A	-100.0	N/A

	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	-1.4	2.8	0.8	3.5	5.3	4.7	4.7	2.5	9.2	-15.5	4.8	6.0	17.3	-2.2	12.3	6.2	-1.5	6.9	14.0	12.1	1.8	12.6	21.2	-25.0	9.3	11.8	3.4	1.3
Sharpe Ratio ?	NA	-0.79	-0.42	-0.07	-0.14	0.22	NA	NA	0.32	-0.54	0.74	-1.42	0.65	0.34	2.76	-0.42	3.32	0.77	-0.2	1.12	2.17	1.31	0.12	1.1	1.25	-1.07	0.6	1.15	0.17	8.81
Draw Down(%) ?	NA	7.6	7.6	10.6	22.5	22.5	NA	NA	38.3	7.2	6.8	18.7	4.6	20.5	2.7	10.9	1.1	6.2	7.7	4.9	4.9	5.9	12.3	8.9	17.2	35.0	6.6	7.5	4.8	0.2
Standard Deviation(%) ?	NA	13.3	10.8	9.2	9.3	9.4	NA	NA	11.0	7.5	6.8	12.0	7.4	16.8	5.7	8.3	3.5	7.8	7.9	6.1	6.5	9.3	14.2	11.4	16.9	24.1	10.5	7.5	7.4	4.2
Treynor Ratio ?	NA	-0.13	-0.06	-0.01	-0.02	0.06	NA	NA	0.06	-0.1	0.06	-0.2	0.06	0.13	3.52	-0.17	0.14	0.07	-0.02	0.08	0.18	0.16	0.02	0.15	0.27	-0.34	0.08	0.1	0.01	0.38
Alpha	NA	-0.08	-0.05	-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	0.0	0.01	-0.01	0.01	0.0	-0.01	0.03
Beta	NA	0.82	0.82	0.85	0.84	0.35	NA	NA	0.56	0.39	0.78	0.86	0.77	0.43	0.04	0.2	0.83	0.84	0.81	0.82	0.78	0.77	0.81	0.82	0.79	0.76	0.83	0.83	1.1	0.98
RSquared ?	NA	0.38	0.46	0.72	0.72	0.37	NA	NA	0.64	0.28	0.76	0.96	0.6	0.45	0.08	0.25	0.92	0.98	0.98	0.97	0.93	0.6	0.97	0.98	0.97	0.97	0.98	0.83	0.79	0.79
Yield(%)	N/A	0.0	4.9	3.3	2.8	4.3	5.0	4.4	N/A	5.2	2.4	2.1	3.7	1.1	8.2	8.7	3.5	3.5	6.0	4.4	3.4	2.8	2.2	2.0	1.9	3.8	3.8	6.7	0.0	1.3
Dividend Growth(%)	N/A	-100.0	133.0	-27.4	-51.6	68.3	N/A	N/A	N/A	133.0	-7.8	-41.6	231.9	-84.7	-16.3	170.9	5.5	-47.5	40.6	40.0	35.4	26.5	19.5	29.5	-64.1	3.3	-41.4	N/A	-100.0	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/2004

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