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Performance Comparison
Comparison Box

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