Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) | 7.98% | 12.26% | 9.07% | 4.37% | 5.85% | 8.10% | 6.47% | 6.62% |
Data as of 07/03/2025, AR inception is 12/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) | 12/16/2004 | 07/03/2025 |
| 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 (%) | 1.57 | 12.26 | 9.07 | 4.37 | 5.85 | 8.10 | 6.47 | 6.62 | 7.98 | 9.41 | 15.18 | -24.41 | 7.38 | 8.97 | 23.87 | -5.79 | 19.13 | 6.89 | -1.26 | 7.31 | 20.60 | 15.42 | -1.69 | 15.60 | 26.68 | -33.87 | 13.66 | 14.41 | 5.83 | 1.55 |
| Sharpe Ratio | NA | 0.66 | 0.40 | 0.18 | 0.29 | NA | NA | 0.34 | 0.83 | 0.29 | 1.07 | -1.25 | 0.61 | 0.32 | 2.40 | -0.56 | 3.44 | 0.57 | -0.11 | 0.78 | 2.28 | 1.09 | -0.09 | 1.02 | 1.27 | -1.14 | 0.80 | 1.15 | 0.44 | 9.69 |
| Standard Deviation(%) | NA | 13.75 | 13.94 | 14.54 | 14.78 | NA | NA | 15.52 | 16.35 | 9.75 | 10.28 | 20.77 | 12.08 | 27.51 | 9.37 | 12.76 | 5.40 | 11.78 | 11.97 | 9.36 | 9.01 | 14.18 | 20.09 | 15.23 | 20.99 | 30.38 | 13.40 | 9.71 | 8.32 | 4.74 |
| Draw Down(%) | NA | 13.40 | 15.29 | 30.63 | 30.63 | NA | NA | 46.96 | 13.40 | 6.16 | 10.52 | 25.23 | 7.38 | 29.68 | 5.04 | 17.14 | 1.52 | 9.92 | 11.31 | 7.48 | 6.21 | 9.09 | 18.06 | 11.75 | 19.43 | 43.45 | 9.00 | 10.95 | 5.96 | 0.23 |
| Yield(%) | 0.00 | 2.63 | 2.39 | 2.47 | 5.03 | 6.48 | 5.31 | 5.45 | 0.00 | 2.86 | 2.39 | 1.68 | 4.46 | 1.03 | 14.23 | 8.30 | 3.85 | 4.52 | 10.93 | 3.81 | 1.85 | 1.76 | 1.62 | 1.58 | 1.78 | 5.17 | 4.49 | 2.91 | 0.00 | 0.98 |
Data as of 07/03/2025, 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 |
|---|---|---|---|---|
| AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) |
-10.11%
Feb 2006 - Feb 2009 |
0.63%
Dec 2017 - Dec 2022 |
3.89%
Oct 2013 - Oct 2023 |
4.17%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) |
21.52%
Feb 2009 - Feb 2012 |
18.41%
Feb 2009 - Feb 2014 |
12.32%
Feb 2009 - Feb 2019 |
9.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart