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ARYRX: ONE CHOICE 2035 PORTFOLIO R CLASS (MUTUAL FUND)
Basic Info 16.94 0.05(0.30%) July 03
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 4.05% |
| Expenses | 1.07% |
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Performance Analytics (As of 07/03/2025)
| 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(%) | 1.1 | 6.3 | 9.5 | 7.5 | 3.8 | 4.7 | 6.9 | 5.6 | 5.5 | 3.9 | 11.5 | -18.6 | 6.2 | 7.7 | 19.4 | -4.6 | 14.1 | 6.1 | -1.8 | 7.0 | 17.4 | 13.0 | -0.2 | 14.1 | 23.7 | -30.9 | 9.7 | 13.1 | 6.9 | 1.5 |
| Sharpe Ratio | NA | 0.87 | 0.65 | 0.42 | 0.17 | 0.3 | NA | NA | 0.33 | -0.34 | 0.94 | -1.38 | 0.73 | 0.36 | 2.53 | -0.59 | 3.15 | 0.63 | -0.19 | 0.92 | 2.22 | 1.16 | -0.01 | 1.02 | 1.16 | -1.07 | 0.52 | 1.12 | 0.6 | 9.48 |
| Draw Down(%) | NA | 9.3 | 9.3 | 12.2 | 25.2 | 25.2 | NA | NA | 45.5 | 6.8 | 8.3 | 21.5 | 4.6 | 24.2 | 3.7 | 13.8 | 1.3 | 7.8 | 9.3 | 6.0 | 5.4 | 7.6 | 15.4 | 10.7 | 20.1 | 41.1 | 8.3 | 9.0 | 5.8 | 0.2 |
| Standard Deviation(%) | NA | 11.5 | 9.7 | 9.8 | 10.3 | 10.9 | NA | NA | 13.2 | 7.9 | 7.8 | 14.5 | 8.5 | 20.5 | 7.1 | 9.9 | 4.3 | 9.4 | 9.6 | 7.6 | 7.8 | 11.3 | 17.4 | 13.7 | 20.4 | 29.7 | 12.9 | 8.8 | 7.9 | 4.8 |
| Treynor Ratio | NA | 0.12 | 0.08 | 0.05 | 0.02 | 0.04 | NA | NA | 0.05 | -0.04 | 0.09 | -0.23 | 0.28 | 0.09 | 0.21 | -0.07 | 0.17 | 0.07 | -0.02 | 0.08 | 0.22 | 0.17 | 0.0 | 0.17 | 0.29 | -0.4 | 0.08 | 0.11 | 0.05 | 0.51 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.04 |
| Beta | NA | 0.82 | 0.81 | 0.84 | 0.83 | 0.82 | NA | NA | 0.82 | 0.68 | 0.82 | 0.85 | 0.22 | 0.82 | 0.84 | 0.84 | 0.82 | 0.82 | 0.8 | 0.83 | 0.79 | 0.76 | 0.81 | 0.81 | 0.81 | 0.8 | 0.88 | 0.87 | 1.01 | 0.9 |
| RSquared | NA | 0.99 | 0.98 | 0.94 | 0.88 | 0.94 | NA | NA | 0.94 | 0.64 | 0.95 | 0.96 | 0.21 | 0.93 | 0.98 | 0.94 | 0.94 | 0.98 | 0.98 | 0.97 | 0.94 | 0.6 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.85 | 0.96 | 0.85 |
| Yield(%) | N/A | 0.0 | 4.0 | 2.5 | 2.2 | 3.9 | 4.9 | 4.2 | N/A | 4.3 | 1.6 | 1.3 | 3.1 | 0.5 | 8.4 | 7.8 | 3.0 | 3.2 | 6.4 | 4.3 | 3.0 | 2.2 | 1.4 | 1.4 | 1.0 | 2.9 | 3.1 | 5.6 | 2.3 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 188.4 | -38.4 | -60.5 | 77.4 | N/A | N/A | N/A | 188.4 | -1.7 | -56.2 | 562.0 | -93.4 | -6.7 | 190.6 | -1.1 | -54.8 | 51.2 | 59.2 | 53.6 | 60.6 | 5.8 | 81.4 | -77.4 | -2.1 | -40.4 | 159.4 | 114.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/2004
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