Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDVX (ONE CHOICE 2040 PORTFOLIO INVESTOR CLASS) | 5.86% | 15.17% | 11.96% | 3.63% | 6.97% | 7.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDVX (ONE CHOICE 2040 PORTFOLIO INVESTOR CLASS) | 06/04/2008 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 15.17 | 11.96 | 3.63 | 6.97 | 7.24 | NA | … | … | 5.86 | 13.21 | 9.54 | 13.66 | -19.67 | 6.91 | 9.20 | 21.32 | -3.91 | 16.07 | 6.80 | -1.33 | 8.03 | 19.69 | 14.51 | -0.27 | 15.00 | 25.96 | -29.38 |
| Sharpe Ratio | NA | 1.71 | 1.02 | 0.11 | 0.46 | NA | NA | … | … | 1.29 | 1.03 | 0.76 | 1.18 | -1.31 | 0.73 | 0.40 | 2.53 | -0.48 | 3.22 | 0.63 | -0.13 | 0.96 | 2.31 | 1.18 | -0.02 | 0.99 | 1.19 | -1.18 |
| Standard Deviation(%) | NA | 7.81 | 8.93 | 10.82 | 11.79 | NA | NA | … | … | 9.48 | 10.11 | 7.77 | 8.53 | 16.14 | 9.42 | 22.56 | 7.84 | 11.16 | 4.80 | 10.39 | 10.57 | 8.33 | 8.52 | 12.38 | 19.08 | 15.08 | 21.77 | 38.93 |
| Draw Down(%) | NA | 6.58 | 10.37 | 26.40 | 26.40 | NA | NA | … | … | 6.58 | 10.37 | 4.09 | 8.86 | 22.38 | 5.25 | 25.99 | 4.12 | 14.50 | 1.42 | 8.64 | 9.96 | 6.49 | 5.63 | 8.31 | 16.71 | 11.85 | 21.33 | 41.28 |
| Yield(%) | 0.00 | 12.63 | 7.56 | 4.74 | 5.82 | 6.16 | 4.86 | … | … | 0.00 | 13.15 | 5.81 | 2.54 | 1.78 | 4.09 | 1.05 | 9.42 | 9.65 | 3.59 | 3.80 | 6.23 | 4.78 | 3.45 | 2.60 | 1.98 | 1.57 | 1.44 | 0.87 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ARDVX (ONE CHOICE 2040 PORTFOLIO INVESTOR CLASS) |
-2.94%
Nov 2020 – Nov 2023 |
1.80%
Dec 2017 – Dec 2022 |
4.22%
Oct 2013 – Oct 2023 |
5.79%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDVX (ONE CHOICE 2040 PORTFOLIO INVESTOR CLASS) |
22.05%
Feb 2009 – Feb 2012 |
18.47%
Feb 2009 – Feb 2014 |
12.23%
Feb 2009 – Feb 2019 |
9.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart