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ATTIX: ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 12.58 0.01(0.08%) July 10
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 09/20/2004 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 3.68% |
| Expenses | 0.75% |
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Performance Analytics (As of 07/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/20/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 2.2 | 5.1 | 5.6 | 2.5 | 4.0 | 5.5 | 4.7 | 4.8 | 4.7 | 9.1 | -15.1 | 4.8 | 6.3 | 16.1 | -2.0 | 10.3 | 6.1 | -1.4 | 6.4 | 11.3 | 10.4 | 3.8 | 10.3 | 16.6 | -16.4 | 7.4 | 8.4 | -1.0 | 5.4 |
| Sharpe Ratio | NA | 0.11 | 0.25 | 0.25 | 0.06 | 0.31 | NA | NA | 0.42 | -0.29 | 0.75 | -1.44 | 0.7 | 0.4 | 2.9 | -0.47 | 3.21 | 0.9 | -0.22 | 1.28 | 2.14 | 1.46 | 0.35 | 1.22 | 1.34 | -1.0 | 0.63 | 0.98 | -0.64 | 4.88 |
| Draw Down(%) | NA | 7.3 | 7.3 | 10.3 | 21.4 | 21.4 | NA | NA | 27.5 | 5.3 | 6.5 | 17.9 | 4.3 | 18.9 | 2.2 | 9.3 | 1.0 | 5.0 | 6.3 | 4.0 | 4.0 | 4.3 | 8.7 | 6.4 | 13.2 | 26.2 | 4.3 | 4.6 | 3.7 | 0.6 |
| Standard Deviation(%) | NA | 10.6 | 8.7 | 8.3 | 8.4 | 8.4 | NA | NA | 8.7 | 6.4 | 6.6 | 11.5 | 6.9 | 15.2 | 5.1 | 7.0 | 3.0 | 6.6 | 6.5 | 5.0 | 5.3 | 7.1 | 10.6 | 8.4 | 12.3 | 17.2 | 7.0 | 5.3 | 4.9 | 3.9 |
| Treynor Ratio | NA | 0.01 | 0.02 | 0.02 | 0.0 | 0.02 | NA | NA | 0.03 | -0.03 | 0.05 | -0.13 | 0.12 | 0.04 | 0.1 | -0.02 | 0.09 | 0.04 | -0.01 | 0.04 | 0.09 | 0.08 | 0.02 | 0.07 | 0.12 | -0.12 | 0.03 | 0.05 | -0.03 | 0.21 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.02 | -0.02 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.04 |
| Beta | NA | 1.34 | 1.29 | 1.18 | 1.21 | 1.33 | NA | NA | 1.38 | 0.71 | 1.02 | 1.25 | 0.41 | 1.45 | 1.45 | 1.53 | 1.12 | 1.47 | 1.44 | 1.44 | 1.27 | 1.38 | 1.64 | 1.47 | 1.41 | 1.45 | 1.38 | 1.15 | 1.01 | 0.9 |
| RSquared | NA | 0.67 | 0.72 | 0.81 | 0.76 | 0.83 | NA | NA | 0.84 | 0.48 | 0.81 | 0.91 | 0.18 | 0.87 | 0.86 | 0.87 | 0.68 | 0.9 | 0.89 | 0.84 | 0.86 | 0.49 | 0.86 | 0.86 | 0.92 | 0.91 | 0.85 | 0.73 | 0.52 | 0.57 |
| Yield(%) | N/A | 0.5 | 3.7 | 3.2 | 2.9 | 4.0 | 4.8 | 4.2 | N/A | 4.4 | 2.7 | 2.5 | 3.9 | 1.5 | 8.2 | 8.0 | 3.4 | 3.3 | 5.3 | 3.8 | 3.5 | 3.6 | 2.6 | 2.6 | 2.6 | 4.3 | 3.9 | 3.8 | 0.0 | 2.0 |
| Dividend Growth(%) | N/A | -88.5 | 31.6 | -35.5 | -39.3 | 29.3 | N/A | N/A | N/A | 72.9 | -11.7 | -35.4 | 166.8 | -79.6 | -8.1 | 147.3 | 8.0 | -41.7 | 42.9 | 16.0 | 5.4 | 35.8 | 7.1 | 16.5 | -52.3 | 15.0 | 6.6 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/20/2004
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