Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDRX (ONE CHOICE 2040 PORTFOLIO R CLASS) | 3.98% | 13.06% | 10.83% | 2.80% | 6.21% | 6.56% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDRX (ONE CHOICE 2040 PORTFOLIO R CLASS) | 06/04/2008 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.49 | 13.06 | 10.83 | 2.80 | 6.21 | 6.56 | NA | … | … | 3.98 | 12.65 | 9.00 | 13.10 | -20.07 | 6.38 | 8.66 | 20.72 | -4.89 | 15.49 | 6.36 | -1.89 | 7.58 | 19.00 | 13.93 | -0.76 | 14.55 | 25.18 | -29.59 |
| Sharpe Ratio | NA | 1.63 | 0.95 | 0.06 | 0.41 | NA | NA | … | … | 1.23 | 0.97 | 0.69 | 1.12 | -1.34 | 0.67 | 0.37 | 2.44 | -0.57 | 3.11 | 0.60 | -0.18 | 0.91 | 2.25 | 1.13 | -0.04 | 0.96 | 1.14 | -1.19 |
| Standard Deviation(%) | NA | 7.86 | 8.94 | 10.82 | 11.78 | NA | NA | … | … | 9.49 | 10.16 | 7.76 | 8.51 | 16.11 | 9.44 | 22.53 | 7.88 | 11.06 | 4.80 | 10.31 | 10.57 | 8.28 | 8.44 | 12.42 | 19.05 | 15.06 | 21.95 | 38.88 |
| Draw Down(%) | NA | 6.66 | 10.45 | 26.73 | 26.73 | NA | NA | … | … | 6.66 | 10.45 | 4.17 | 8.96 | 22.72 | 5.25 | 25.96 | 4.20 | 14.86 | 1.50 | 8.64 | 10.13 | 6.51 | 5.64 | 8.42 | 16.86 | 11.99 | 21.36 | 41.42 |
| Yield(%) | 0.00 | 12.14 | 7.01 | 4.30 | 5.21 | 5.48 | 4.27 | … | … | 0.00 | 12.60 | 5.26 | 1.99 | 1.35 | 3.53 | 0.48 | 8.83 | 8.74 | 3.02 | 3.26 | 5.74 | 4.23 | 2.87 | 2.03 | 1.49 | 1.00 | 0.80 | 0.67 |
Data as of 06/05/2026, Common starting date is 06/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDRX (ONE CHOICE 2040 PORTFOLIO R CLASS) |
-3.43%
Nov 2020 – Nov 2023 |
1.19%
Dec 2017 – Dec 2022 |
3.64%
Oct 2013 – Oct 2023 |
5.22%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDRX (ONE CHOICE 2040 PORTFOLIO R CLASS) |
21.36%
Feb 2009 – Feb 2012 |
17.86%
Feb 2009 – Feb 2014 |
11.60%
Feb 2009 – Feb 2019 |
8.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart