Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AORYX (ONE CHOICE PORTFOLIO: AGGRESSIVE R CLASS) | 7.72% | 18.15% | 13.81% | 6.14% | 9.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AORYX (ONE CHOICE PORTFOLIO: AGGRESSIVE 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 (%) | 0.22 | 18.15 | 13.81 | 6.14 | 9.09 | NA | NA | … | … | 7.72 | 14.22 | 11.68 | 14.57 | -17.68 | 13.35 | 17.56 | 23.29 | -8.59 | 18.60 | 6.35 | -5.79 |
| Sharpe Ratio | NA | 1.61 | 0.97 | 0.29 | 0.54 | NA | NA | … | … | 1.36 | 0.88 | 0.84 | 1.07 | -1.05 | 1.28 | 0.66 | 2.33 | -0.81 | 3.34 | 0.52 | -0.60 |
| Standard Deviation(%) | NA | 10.15 | 11.23 | 12.77 | 13.79 | NA | NA | … | … | 12.47 | 12.97 | 9.57 | 10.29 | 18.24 | 10.44 | 26.31 | 9.37 | 12.42 | 5.39 | 11.74 | 12.29 |
| Draw Down(%) | NA | 8.60 | 13.50 | 25.57 | 29.66 | NA | NA | … | … | 8.60 | 13.50 | 5.74 | 10.59 | 24.28 | 5.45 | 29.66 | 5.04 | 17.46 | 1.64 | 9.91 | 11.50 |
| Yield(%) | 0.00 | 8.20 | 4.66 | 5.51 | 7.23 | 4.84 | 3.63 | … | … | 0.00 | 8.55 | 2.29 | 1.82 | 8.22 | 10.18 | 9.46 | 13.60 | 5.73 | 3.26 | 3.97 | 9.99 |
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 |
|---|---|---|---|---|
| AORYX (ONE CHOICE PORTFOLIO: AGGRESSIVE R CLASS) |
0.62%
Apr 2021 – Apr 2024 |
3.54%
Sep 2017 – Sep 2022 |
6.47%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AORYX (ONE CHOICE PORTFOLIO: AGGRESSIVE R CLASS) |
18.00%
Dec 2018 – Dec 2021 |
12.73%
Oct 2016 – Oct 2021 |
9.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart