Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDUX (ONE CHOICE 2040 PORTFOLIO R6 R6 CLASS) | 6.04% | 15.63% | 12.38% | 3.76% | 7.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDUX (ONE CHOICE 2040 PORTFOLIO R6 R6 CLASS) | 08/02/2013 | 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 15.63 | 12.38 | 3.76 | 7.21 | NA | NA | … | … | 6.04 | 13.55 | 9.98 | 14.05 | -19.86 | 6.70 | 8.87 | 21.53 | -2.74 | 16.29 | 7.24 | -1.06 | 8.50 | 6.27 |
| Sharpe Ratio | NA | 1.75 | 1.06 | 0.12 | 0.47 | NA | NA | … | … | 1.33 | 1.05 | 0.82 | 1.24 | -1.32 | 0.69 | 0.38 | 2.50 | -0.36 | 3.33 | 0.68 | -0.10 | 1.02 | 2.06 |
| Standard Deviation(%) | NA | 7.84 | 8.96 | 10.91 | 11.90 | NA | NA | … | … | 9.51 | 10.20 | 7.77 | 8.46 | 16.23 | 9.72 | 22.72 | 8.01 | 11.45 | 4.71 | 10.30 | 10.56 | 8.34 | 7.71 |
| Draw Down(%) | NA | 6.67 | 10.36 | 26.57 | 26.57 | NA | NA | … | … | 6.67 | 10.36 | 4.05 | 8.85 | 22.18 | 5.72 | 25.95 | 4.07 | 14.21 | 1.40 | 8.50 | 9.79 | 6.43 | 3.46 |
| Yield(%) | 0.00 | 15.21 | 9.19 | 5.72 | 6.73 | 5.48 | 4.11 | … | … | 0.00 | 15.87 | 7.18 | 3.39 | 2.37 | 5.07 | 1.63 | 10.94 | 11.34 | 3.62 | 3.12 | 3.73 | 3.14 | 1.92 |
Data as of 06/04/2026, Common starting date is 08/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDUX (ONE CHOICE 2040 PORTFOLIO R6 R6 CLASS) |
-3.19%
Nov 2020 – Nov 2023 |
1.93%
Dec 2017 – Dec 2022 |
4.45%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDUX (ONE CHOICE 2040 PORTFOLIO R6 R6 CLASS) |
13.56%
Oct 2018 – Oct 2021 |
11.31%
Oct 2016 – Oct 2021 |
7.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
