Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AORMX (ONE CHOICE PORTFOLIO: MODERATE R CLASS) | 5.94% | 14.78% | 11.58% | 4.81% | 7.47% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AORMX (ONE CHOICE PORTFOLIO: MODERATE R CLASS) | 03/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 14.78 | 11.58 | 4.81 | 7.47 | NA | NA | … | … | 5.94 | 12.47 | 9.52 | 12.48 | -16.79 | 11.26 | 15.48 | 19.56 | -7.13 | 14.85 | 5.92 | -5.01 |
| Sharpe Ratio | NA | 1.57 | 0.93 | 0.22 | 0.52 | NA | NA | … | … | 1.24 | 0.92 | 0.73 | 1.01 | -1.21 | 1.31 | 0.70 | 2.47 | -0.86 | 3.26 | 0.60 | -0.65 |
| Standard Deviation(%) | NA | 8.21 | 9.29 | 10.54 | 11.32 | NA | NA | … | … | 9.97 | 10.51 | 8.03 | 8.79 | 15.06 | 8.58 | 21.70 | 7.34 | 9.96 | 4.37 | 9.54 | 9.82 |
| Draw Down(%) | NA | 6.94 | 10.89 | 23.58 | 24.98 | NA | NA | … | … | 6.94 | 10.89 | 4.36 | 9.27 | 22.54 | 4.38 | 24.98 | 3.86 | 14.56 | 1.36 | 7.90 | 9.48 |
| Yield(%) | 0.00 | 6.24 | 3.82 | 4.89 | 5.91 | 4.04 | 3.03 | … | … | 0.17 | 6.55 | 2.19 | 1.99 | 7.52 | 9.27 | 8.51 | 6.88 | 5.40 | 2.94 | 3.26 | 6.68 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| AORMX (ONE CHOICE PORTFOLIO: MODERATE R CLASS) |
-0.24%
Oct 2020 – Oct 2023 |
2.78%
Sep 2017 – Sep 2022 |
5.42%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AORMX (ONE CHOICE PORTFOLIO: MODERATE R CLASS) |
15.39%
Dec 2018 – Dec 2021 |
10.68%
Oct 2016 – Oct 2021 |
8.00%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart