Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AREOX (ONE CHOICE 2055 PORTFOLIO R CLASS) | 7.73% | 18.82% | 14.10% | 4.62% | 8.13% | 8.04% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AREOX (ONE CHOICE 2055 PORTFOLIO R CLASS) | 04/07/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 18.82 | 14.10 | 4.62 | 8.13 | 8.04 | NA | … | … | 7.73 | 14.94 | 11.56 | 15.19 | -21.64 | 9.46 | 12.46 | 23.82 | -6.70 | 18.43 | 7.06 | -2.05 | 8.25 | 21.59 | 14.93 | -6.45 |
| Sharpe Ratio | NA | 1.70 | 0.99 | 0.16 | 0.46 | NA | NA | … | … | 1.39 | 0.92 | 0.83 | 1.11 | -1.18 | 0.85 | 0.45 | 2.32 | -0.61 | 3.14 | 0.57 | -0.17 | 0.85 | 2.28 | 1.08 | -0.37 |
| Standard Deviation(%) | NA | 10.03 | 11.30 | 13.33 | 14.36 | NA | NA | … | … | 12.20 | 13.19 | 9.62 | 10.44 | 19.61 | 11.14 | 27.30 | 9.62 | 13.29 | 5.69 | 12.07 | 12.48 | 9.65 | 9.46 | 13.91 | 23.59 |
| Draw Down(%) | NA | 8.33 | 13.64 | 28.50 | 30.22 | NA | NA | … | … | 8.33 | 13.64 | 5.65 | 10.73 | 24.85 | 5.34 | 30.22 | 5.24 | 17.81 | 1.73 | 10.20 | 11.66 | 7.48 | 6.00 | 9.33 | 18.72 |
| Yield(%) | 0.00 | 12.36 | 6.65 | 4.06 | 5.14 | 5.44 | 3.99 | … | … | 0.00 | 12.90 | 3.85 | 1.19 | 0.81 | 3.69 | 0.33 | 8.22 | 7.26 | 2.51 | 2.93 | 4.37 | 3.34 | 2.46 | 1.24 | 0.61 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| AREOX (ONE CHOICE 2055 PORTFOLIO R CLASS) |
-2.18%
Nov 2020 – Nov 2023 |
2.19%
Dec 2017 – Dec 2022 |
4.64%
Oct 2013 – Oct 2023 |
7.78%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AREOX (ONE CHOICE 2055 PORTFOLIO R CLASS) |
15.90%
Sep 2011 – Sep 2014 |
12.39%
Oct 2016 – Oct 2021 |
10.97%
Sep 2011 – Sep 2021 |
7.78%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart