Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AOCIX (ONE CHOICE PORTFOLIO: CONSERVATIVE INVESTOR CLASS) | 4.48% | 7.16% | 5.08% | 2.28% | 3.95% | 5.30% | 4.68% | 4.76% |
Data as of 07/08/2025, AR inception is 12/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOCIX (ONE CHOICE PORTFOLIO: CONSERVATIVE INVESTOR CLASS) | 12/16/2004 | 07/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 7.16 | 5.08 | 2.28 | 3.95 | 5.30 | 4.68 | 4.76 | 4.48 | 5.91 | 10.54 | -19.34 | 4.34 | 8.69 | 16.07 | -3.29 | 11.08 | 5.58 | -1.39 | 6.73 | 10.31 | 10.05 | 3.76 | 9.85 | 15.82 | -16.04 | 7.05 | 10.06 | 0.77 | 0.96 |
| Sharpe Ratio | NA | 0.63 | 0.20 | 0.05 | 0.29 | NA | NA | 0.39 | 0.76 | -0.11 | 0.92 | -1.57 | 0.57 | 0.55 | 2.94 | -0.65 | 3.37 | 0.78 | -0.21 | 1.34 | 1.88 | 1.33 | 0.35 | 1.18 | 1.26 | -1.02 | 0.60 | 1.28 | -0.27 | 8.02 |
| Standard Deviation(%) | NA | 7.83 | 9.00 | 8.97 | 8.71 | NA | NA | 8.83 | 9.23 | 6.09 | 6.93 | 13.24 | 7.53 | 15.38 | 4.99 | 7.15 | 3.11 | 6.91 | 6.65 | 5.01 | 5.45 | 7.58 | 10.59 | 8.26 | 12.44 | 16.62 | 6.78 | 5.33 | 5.17 | 3.19 |
| Draw Down(%) | NA | 7.27 | 11.43 | 23.84 | 23.84 | NA | NA | 26.89 | 7.27 | 4.10 | 7.31 | 19.83 | 5.01 | 19.19 | 2.14 | 10.41 | 1.06 | 5.13 | 6.67 | 4.01 | 4.22 | 4.21 | 8.45 | 6.10 | 12.68 | 25.55 | 4.20 | 4.76 | 3.66 | 0.19 |
| Yield(%) | 0.00 | 2.29 | 2.59 | 2.58 | 3.74 | 4.16 | 3.88 | 3.96 | 0.49 | 2.92 | 2.70 | 2.40 | 3.75 | 1.56 | 5.39 | 6.36 | 3.37 | 3.01 | 6.41 | 3.12 | 1.77 | 2.21 | 2.37 | 2.32 | 2.52 | 4.87 | 4.38 | 3.51 | 0.00 | 1.89 |
Data as of 07/08/2025, AR inception is 12/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOCIX (ONE CHOICE PORTFOLIO: CONSERVATIVE INVESTOR CLASS) |
-4.07%
Nov 2020 - Nov 2023 |
0.53%
Dec 2017 - Dec 2022 |
2.60%
Oct 2013 - Oct 2023 |
3.62%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOCIX (ONE CHOICE PORTFOLIO: CONSERVATIVE INVESTOR CLASS) |
14.92%
Feb 2009 - Feb 2012 |
12.32%
Feb 2009 - Feb 2014 |
8.31%
Feb 2009 - Feb 2019 |
6.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart