Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| ARDMX (ONE CHOICE 2040 PORTFOLIO A CLASS) | 5.67% | 3.53% | 4.28% | 5.42% | 4.57% | 4.52% | 6.88% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDMX (ONE CHOICE 2040 PORTFOLIO A CLASS) | 06/04/2008 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 06/04/2008.
AR inception is since 06/04/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 4.28 | 5.42 | 4.57 | 4.52 | 6.88 | NA | 5.67 | 3.53 | 5.98 | 13.12 | -19.87 | 6.64 | 8.92 | 21.02 | -4.41 | 15.78 | 6.53 | -1.57 | 7.76 | 19.40 | 14.22 | -0.52 | 14.95 | 25.64 | -29.48 |
| Sharpe Ratio | NA | -0.20 | 0.06 | 0.19 | 0.23 | NA | NA | 0.29 | 0.45 | -0.08 | 1.04 | -1.33 | 0.70 | 0.38 | 2.49 | -0.52 | 3.18 | 0.62 | -0.15 | 0.93 | 2.29 | 1.15 | -0.03 | 0.99 | 1.17 | -1.18 |
| Standard Deviation(%) | NA | 10.92 | 11.45 | 11.68 | 12.11 | NA | NA | 14.85 | 14.24 | 8.15 | 8.59 | 16.04 | 9.41 | 22.56 | 7.88 | 11.10 | 4.79 | 10.27 | 10.52 | 8.35 | 8.47 | 12.43 | 19.09 | 15.05 | 21.83 | 38.92 |
| Draw Down(%) | NA | 12.87 | 12.92 | 26.53 | 26.53 | NA | NA | 43.85 | 10.38 | 6.10 | 8.95 | 22.52 | 5.25 | 26.01 | 4.12 | 14.65 | 1.50 | 8.64 | 10.04 | 6.50 | 5.63 | 8.32 | 16.83 | 11.79 | 21.33 | 41.38 |
| Yield(%) | 0.00 | 2.19 | 2.03 | 2.30 | 3.99 | 5.20 | 3.49 | 4.36 | 0.00 | 2.31 | 2.01 | 1.56 | 3.81 | 0.76 | 9.13 | 9.19 | 3.31 | 3.53 | 5.98 | 4.50 | 3.17 | 2.31 | 1.73 | 1.51 | 1.12 | 0.77 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDMX (ONE CHOICE 2040 PORTFOLIO A CLASS) |
-3.18%
Nov 2020 - Nov 2023 |
1.49%
Dec 2017 - Dec 2022 |
3.93%
Oct 2013 - Oct 2023 |
5.52%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDMX (ONE CHOICE 2040 PORTFOLIO A CLASS) |
21.79%
Feb 2009 - Feb 2012 |
18.22%
Feb 2009 - Feb 2014 |
11.94%
Feb 2009 - Feb 2019 |
9.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart