Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) | 2.76% | 8.05% | 6.98% | 2.77% | 4.53% | 4.45% | 4.53% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) | 12/16/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 8.05 | 6.98 | 2.77 | 4.53 | 4.45 | 4.53 | … | … | 2.76 | 7.52 | 5.92 | 7.60 | -11.35 | 6.63 | 9.41 | 11.98 | -0.96 | 6.46 | 5.60 | -1.12 | 5.55 | 4.28 | 6.78 | 4.88 | 6.85 | 10.60 | -6.65 | 5.77 | 6.46 | -0.79 | 0.45 |
| Sharpe Ratio | NA | 1.50 | 0.84 | 0.06 | 0.56 | NA | NA | … | … | 0.95 | 0.97 | 0.53 | 0.75 | -1.66 | 1.78 | 1.01 | 3.60 | -0.54 | 2.61 | 1.31 | -0.28 | 1.91 | 1.17 | 1.65 | 0.85 | 1.46 | 1.39 | -0.82 | 0.70 | 0.89 | -0.79 | 4.00 |
| Standard Deviation(%) | NA | 3.90 | 4.74 | 5.38 | 5.25 | NA | NA | … | … | 4.61 | 4.80 | 4.33 | 5.27 | 7.72 | 3.70 | 9.08 | 2.92 | 4.32 | 2.23 | 4.11 | 4.08 | 2.90 | 3.64 | 4.12 | 5.70 | 4.64 | 7.55 | 9.22 | 3.75 | 3.45 | 3.86 | 2.56 |
| Draw Down(%) | NA | 3.51 | 5.08 | 15.27 | 15.27 | NA | NA | … | … | 3.51 | 4.47 | 2.39 | 5.08 | 14.95 | 1.97 | 13.20 | 0.82 | 5.61 | 1.09 | 2.57 | 4.34 | 2.41 | 3.53 | 2.05 | 4.03 | 3.33 | 7.69 | 15.10 | 1.97 | 2.72 | 2.80 | 0.20 |
| Yield(%) | 0.00 | 3.70 | 3.42 | 4.09 | 4.16 | 3.96 | 4.01 | … | … | 0.39 | 3.95 | 3.19 | 2.93 | 5.96 | 6.39 | 3.64 | 3.87 | 5.45 | 3.17 | 2.23 | 3.37 | 3.38 | 2.49 | 2.63 | 2.40 | 2.28 | 2.46 | 3.88 | 4.64 | 2.96 | 0.00 | 2.08 |
Data as of 06/04/2026, Common starting date is 12/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) |
-0.65%
Feb 2006 – Feb 2009 |
2.35%
Sep 2017 – Sep 2022 |
3.04%
Oct 2013 – Oct 2023 |
3.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) |
10.56%
Feb 2009 – Feb 2012 |
8.25%
Feb 2009 – Feb 2014 |
5.86%
Feb 2009 – Feb 2019 |
5.23%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart