Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARBRX (ONE CHOICE 2020 PORTFOLIO R CLASS) | NA | -0.41% | 3.00% | 4.69% | 5.59% | NA | NA | 4.56% |
Data as of 10/02/2020, AR inception is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARBRX (ONE CHOICE 2020 PORTFOLIO R CLASS) | 06/04/2008 | 10/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.15 | -0.41 | 3.00 | 4.69 | 5.59 | NA | NA | 4.56 | -5.07 | 15.54 | -2.61 | 10.46 | 5.45 | -2.11 | 6.17 | 12.03 | 10.81 | 1.99 | 11.26 | 19.38 | -21.51 |
| Sharpe Ratio | NA | -0.05 | 0.18 | 0.43 | 0.59 | NA | NA | 0.36 | -0.37 | 2.77 | -0.54 | 3.05 | 0.74 | -0.30 | 1.11 | 2.02 | 1.29 | 0.15 | 1.09 | 1.25 | -1.28 |
| Standard Deviation(%) | NA | 16.50 | 10.82 | 9.18 | 8.80 | NA | NA | 11.16 | 18.88 | 5.10 | 7.34 | 3.24 | 7.07 | 7.17 | 5.53 | 5.93 | 8.44 | 12.79 | 10.24 | 15.46 | 27.23 |
| Draw Down(%) | NA | 18.88 | 18.88 | 18.88 | 18.88 | NA | NA | 33.35 | 18.88 | 2.38 | 10.21 | 1.00 | 5.56 | 7.15 | 4.49 | 4.57 | 5.32 | 11.01 | 8.02 | 15.84 | 31.67 |
| Yield(%) | 0.00 | 6.94 | 5.81 | 5.21 | 4.50 | 3.04 | 2.28 | 3.80 | 0.00 | 7.63 | 8.13 | 2.68 | 2.92 | 4.51 | 3.40 | 2.43 | 2.44 | 2.08 | 1.54 | 1.44 | 0.96 |
Data as of 10/02/2020, AR inception is 06/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARBRX (ONE CHOICE 2020 PORTFOLIO R CLASS) |
2.53%
Mar 2017 - Mar 2020 |
2.58%
Mar 2015 - Mar 2020 |
5.25%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARBRX (ONE CHOICE 2020 PORTFOLIO R CLASS) |
16.89%
Feb 2009 - Feb 2012 |
13.72%
Feb 2009 - Feb 2014 |
8.89%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart