Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AOMIX (ONE CHOICE PORTFOLIO: MODERATE INVESTOR CLASS) | 6.37% | 8.78% | 7.47% | 2.78% | 4.62% | 6.59% | 5.52% | 5.67% |
Data as of 07/18/2025, AR inception is 12/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOMIX (ONE CHOICE PORTFOLIO: MODERATE INVESTOR CLASS) | 12/16/2004 | 07/18/2025 |
| 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 (%) | 0.31 | 8.78 | 7.47 | 2.78 | 4.62 | 6.59 | 5.52 | 5.67 | 6.37 | 8.56 | 13.04 | -22.37 | 6.04 | 8.00 | 20.16 | -5.27 | 15.44 | 6.45 | -1.56 | 6.98 | 16.05 | 13.23 | 0.89 | 12.75 | 21.76 | -25.92 | 9.81 | 12.09 | 3.47 | 1.29 |
| Sharpe Ratio | NA | 0.51 | 0.36 | 0.07 | 0.26 | NA | NA | 0.35 | 0.71 | 0.25 | 1.01 | -1.39 | 0.59 | 0.34 | 2.54 | -0.65 | 3.41 | 0.65 | -0.16 | 0.95 | 2.19 | 1.18 | 0.05 | 1.06 | 1.26 | -1.11 | 0.66 | 1.16 | 0.19 | 9.75 |
| Standard Deviation(%) | NA | 11.07 | 11.58 | 12.33 | 12.16 | NA | NA | 12.53 | 12.77 | 8.02 | 8.77 | 17.14 | 10.12 | 22.91 | 7.37 | 10.12 | 4.37 | 9.55 | 9.61 | 7.31 | 7.33 | 11.29 | 15.81 | 11.99 | 17.16 | 24.13 | 10.41 | 7.61 | 6.77 | 3.74 |
| Draw Down(%) | NA | 10.84 | 13.34 | 27.89 | 27.89 | NA | NA | 38.64 | 10.84 | 4.62 | 9.09 | 22.97 | 6.38 | 24.91 | 3.80 | 14.18 | 1.23 | 7.83 | 9.30 | 5.90 | 5.35 | 6.94 | 13.80 | 9.19 | 16.78 | 35.32 | 6.74 | 8.02 | 4.69 | 0.23 |
| Yield(%) | 0.00 | 2.12 | 2.38 | 2.41 | 4.02 | 4.85 | 4.29 | 4.43 | 0.39 | 2.73 | 2.52 | 2.08 | 4.21 | 1.11 | 7.45 | 7.19 | 3.49 | 3.78 | 7.47 | 2.56 | 1.80 | 2.18 | 1.99 | 1.92 | 2.16 | 5.21 | 4.59 | 2.68 | 0.00 | 1.27 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| AOMIX (ONE CHOICE PORTFOLIO: MODERATE INVESTOR CLASS) |
-7.68%
Feb 2006 - Feb 2009 |
0.24%
Dec 2017 - Dec 2022 |
3.10%
Oct 2013 - Oct 2023 |
3.86%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOMIX (ONE CHOICE PORTFOLIO: MODERATE INVESTOR CLASS) |
18.67%
Feb 2009 - Feb 2012 |
15.79%
Feb 2009 - Feb 2014 |
10.50%
Feb 2009 - Feb 2019 |
7.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart