Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARDSX (ONE CHOICE 2040 PORTFOLIO I CLASS) | 6.99% | 5.97% | 7.93% | 3.70% | 5.46% | 7.74% | NA | 6.01% |
Data as of 07/18/2025, AR inception is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDSX (ONE CHOICE 2040 PORTFOLIO I CLASS) | 06/04/2008 | 07/18/2025 |
| 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 (%) | 0.28 | 5.97 | 7.93 | 3.70 | 5.46 | 7.74 | NA | 6.01 | 6.99 | 6.46 | 13.63 | -19.51 | 7.12 | 9.50 | 21.48 | -3.52 | 16.30 | 7.10 | -1.20 | 8.25 | 19.93 | 14.74 | -0.07 | 15.36 | 26.06 | -29.30 |
| Sharpe Ratio | NA | 0.23 | 0.40 | 0.17 | 0.34 | NA | NA | 0.34 | 0.81 | -0.02 | 1.12 | -1.31 | 0.76 | 0.41 | 2.56 | -0.43 | 3.27 | 0.67 | -0.12 | 0.99 | 2.35 | 1.20 | -0.01 | 1.01 | 1.18 | -1.17 |
| Standard Deviation(%) | NA | 11.04 | 10.88 | 11.37 | 12.11 | NA | NA | 14.81 | 12.61 | 8.13 | 8.48 | 16.06 | 9.38 | 22.57 | 7.86 | 11.23 | 4.81 | 10.29 | 10.57 | 8.33 | 8.46 | 12.38 | 19.01 | 15.07 | 21.98 | 38.92 |
| Draw Down(%) | NA | 12.77 | 12.81 | 26.22 | 26.22 | NA | NA | 43.70 | 10.37 | 6.06 | 8.77 | 22.24 | 5.18 | 25.94 | 4.12 | 14.37 | 1.42 | 8.56 | 9.87 | 6.41 | 5.55 | 8.31 | 16.62 | 11.85 | 21.22 | 41.28 |
| Yield(%) | 0.00 | 2.60 | 2.56 | 2.55 | 4.53 | 6.01 | 3.97 | 4.67 | 0.00 | 2.80 | 2.52 | 1.94 | 4.31 | 1.28 | 9.68 | 10.02 | 3.82 | 4.02 | 6.44 | 5.00 | 3.70 | 2.83 | 2.18 | 1.79 | 1.68 | 0.95 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| ARDSX (ONE CHOICE 2040 PORTFOLIO I CLASS) |
-2.74%
Nov 2020 - Nov 2023 |
2.04%
Dec 2017 - Dec 2022 |
4.45%
Oct 2013 - Oct 2023 |
6.01%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDSX (ONE CHOICE 2040 PORTFOLIO I CLASS) |
22.30%
Feb 2009 - Feb 2012 |
18.73%
Feb 2009 - Feb 2014 |
12.48%
Feb 2009 - Feb 2019 |
9.63%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart