Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARFEX (ONE CHOICE 2050 PORTFOLIO R6 R6 CLASS) | 7.49% | 18.66% | 14.24% | 4.68% | 8.53% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARFEX (ONE CHOICE 2050 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 (%) | 0.23 | 18.66 | 14.24 | 4.68 | 8.53 | NA | NA | … | … | 7.49 | 15.22 | 11.69 | 15.49 | -21.64 | 9.33 | 10.81 | 25.99 | -4.32 | 18.93 | 7.76 | -1.28 | 8.94 | 6.80 |
| Sharpe Ratio | NA | 1.82 | 1.08 | 0.18 | 0.50 | NA | NA | … | … | 1.46 | 1.02 | 0.90 | 1.20 | -1.21 | 0.86 | 0.39 | 2.58 | -0.43 | 3.32 | 0.64 | -0.11 | 0.96 | 2.05 |
| Standard Deviation(%) | NA | 9.27 | 10.51 | 12.72 | 13.93 | NA | NA | … | … | 11.26 | 12.15 | 8.97 | 9.93 | 19.08 | 10.85 | 26.86 | 9.50 | 13.16 | 5.52 | 11.70 | 11.99 | 9.29 | 8.41 |
| Draw Down(%) | NA | 7.72 | 12.54 | 27.81 | 29.51 | NA | NA | … | … | 7.72 | 12.54 | 5.16 | 10.06 | 23.85 | 5.34 | 29.51 | 5.00 | 16.53 | 1.62 | 9.72 | 11.10 | 7.16 | 3.85 |
| Yield(%) | 0.00 | 16.59 | 9.57 | 5.83 | 7.26 | 5.90 | 4.43 | … | … | 0.00 | 17.34 | 6.51 | 3.01 | 1.83 | 5.29 | 1.50 | 12.87 | 10.87 | 3.47 | 3.57 | 4.20 | 3.24 | 2.06 |
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 |
|---|---|---|---|---|
| ARFEX (ONE CHOICE 2050 PORTFOLIO R6 R6 CLASS) |
-2.77%
Nov 2020 – Nov 2023 |
2.74%
Dec 2017 – Dec 2022 |
5.23%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARFEX (ONE CHOICE 2050 PORTFOLIO R6 R6 CLASS) |
15.84%
Oct 2018 – Oct 2021 |
13.13%
Oct 2016 – Oct 2021 |
9.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart