Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AREFX (ONE CHOICE 2055 PORTFOLIO C CLASS) | 5.28% | 15.97% | 12.74% | 3.64% | 7.30% | 7.30% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AREFX (ONE CHOICE 2055 PORTFOLIO C CLASS) | 04/07/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.97 | 15.97 | 12.74 | 3.64 | 7.30 | 7.30 | NA | … | … | 5.28 | 14.36 | 11.03 | 14.58 | -22.08 | 8.91 | 11.86 | 23.22 | -7.63 | 17.87 | 6.44 | -2.55 | 7.71 | 20.98 | 14.35 | -6.79 |
| Sharpe Ratio | NA | 1.64 | 0.94 | 0.12 | 0.41 | NA | NA | … | … | 1.36 | 0.87 | 0.77 | 1.05 | -1.20 | 0.80 | 0.42 | 2.26 | -0.68 | 3.03 | 0.52 | -0.21 | 0.80 | 2.23 | 1.04 | -0.39 |
| Standard Deviation(%) | NA | 10.01 | 11.32 | 13.36 | 14.37 | NA | NA | … | … | 12.16 | 13.20 | 9.67 | 10.46 | 19.65 | 11.11 | 27.36 | 9.62 | 13.22 | 5.71 | 11.99 | 12.37 | 9.61 | 9.41 | 13.90 | 23.70 |
| Draw Down(%) | NA | 8.36 | 13.71 | 28.84 | 30.25 | NA | NA | … | … | 8.36 | 13.71 | 5.71 | 10.85 | 25.10 | 5.35 | 30.25 | 5.27 | 18.20 | 1.74 | 10.20 | 11.83 | 7.58 | 6.01 | 9.44 | 18.83 |
| Yield(%) | 0.00 | 11.96 | 6.12 | 3.62 | 4.55 | 4.72 | 3.46 | … | … | 0.00 | 12.43 | 3.31 | 0.63 | 0.40 | 3.14 | 0.00 | 7.63 | 6.38 | 2.39 | 2.39 | 3.88 | 2.78 | 1.86 | 0.66 | 0.26 |
Data as of 06/05/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AREFX (ONE CHOICE 2055 PORTFOLIO C CLASS) |
-2.71%
Nov 2020 – Nov 2023 |
1.56%
Dec 2017 – Dec 2022 |
4.06%
Oct 2013 – Oct 2023 |
7.20%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AREFX (ONE CHOICE 2055 PORTFOLIO C CLASS) |
15.31%
Sep 2011 – Sep 2014 |
11.72%
Oct 2016 – Oct 2021 |
10.35%
Sep 2011 – Sep 2021 |
7.20%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart