Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AORHX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE R CLASS) | 2.48% | 7.71% | 6.45% | 2.27% | 3.84% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AORHX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE R CLASS) | 03/23/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 7.71 | 6.45 | 2.27 | 3.84 | NA | NA | … | … | 2.48 | 7.07 | 5.29 | 7.15 | -11.85 | 6.10 | 8.95 | 11.40 | -2.97 | 5.93 | 5.08 | -2.72 |
| Sharpe Ratio | NA | 1.43 | 0.74 | -0.04 | 0.44 | NA | NA | … | … | 0.84 | 0.89 | 0.39 | 0.67 | -1.73 | 1.62 | 0.96 | 3.33 | -1.11 | 2.51 | 1.18 | -0.86 |
| Standard Deviation(%) | NA | 3.79 | 4.70 | 5.36 | 5.20 | NA | NA | … | … | 4.60 | 4.74 | 4.28 | 5.24 | 7.73 | 3.76 | 9.04 | 2.99 | 3.94 | 2.11 | 4.11 | 4.08 |
| Draw Down(%) | NA | 3.60 | 5.20 | 15.62 | 15.62 | NA | NA | … | … | 3.60 | 4.50 | 2.47 | 5.20 | 15.31 | 1.97 | 13.20 | 0.90 | 6.12 | 1.09 | 2.65 | 4.55 |
| Yield(%) | 0.00 | 3.21 | 2.90 | 3.66 | 3.51 | 2.49 | 1.86 | … | … | 0.29 | 3.43 | 2.67 | 2.41 | 5.50 | 5.88 | 3.14 | 3.32 | 3.49 | 2.66 | 1.72 | 2.73 |
Data as of 06/05/2026, Common starting date is 03/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AORHX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE R CLASS) |
-0.98%
Apr 2021 – Apr 2024 |
1.54%
Sep 2017 – Sep 2022 |
3.15%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AORHX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE R CLASS) |
8.80%
Dec 2018 – Dec 2021 |
5.77%
Dec 2016 – Dec 2021 |
4.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart