Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARFMX (ONE CHOICE 2050 PORTFOLIO A CLASS) | 6.62% | 5.45% | 8.37% | 4.50% | 5.80% | 7.88% | NA | 5.99% |
Data as of 07/15/2025, AR inception is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARFMX (ONE CHOICE 2050 PORTFOLIO A CLASS) | 06/04/2008 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 5.45 | 8.37 | 4.50 | 5.80 | 7.88 | NA | 5.99 | 6.62 | 8.00 | 14.55 | -21.51 | 9.15 | 10.90 | 23.77 | -5.76 | 18.21 | 7.12 | -1.77 | 8.24 | 21.27 | 15.10 | -1.21 | 15.92 | 26.36 | -32.33 |
| Sharpe Ratio | NA | 0.26 | 0.41 | 0.21 | 0.32 | NA | NA | 0.31 | 0.72 | 0.15 | 1.05 | -1.22 | 0.85 | 0.40 | 2.38 | -0.55 | 3.19 | 0.59 | -0.15 | 0.88 | 2.30 | 1.11 | -0.06 | 0.98 | 1.12 | -1.20 |
| Standard Deviation(%) | NA | 13.12 | 12.69 | 13.23 | 14.15 | NA | NA | 16.49 | 15.25 | 9.24 | 9.87 | 18.80 | 10.69 | 26.69 | 9.38 | 12.93 | 5.54 | 11.68 | 12.01 | 9.29 | 9.24 | 13.67 | 20.87 | 16.14 | 23.45 | 41.37 |
| Draw Down(%) | NA | 14.70 | 14.70 | 27.85 | 29.55 | NA | NA | 47.01 | 12.65 | 6.19 | 10.20 | 24.18 | 5.04 | 29.55 | 5.02 | 17.05 | 1.62 | 9.75 | 11.24 | 7.24 | 5.86 | 9.24 | 18.42 | 12.46 | 22.73 | 44.22 |
| Yield(%) | 0.00 | 1.80 | 1.70 | 1.96 | 4.04 | 5.33 | 3.46 | 4.07 | 0.00 | 1.98 | 1.71 | 1.11 | 3.99 | 0.65 | 9.58 | 8.80 | 3.21 | 3.79 | 6.10 | 4.49 | 3.31 | 2.22 | 1.40 | 1.55 | 0.87 | 0.63 |
Data as of 07/15/2025, AR inception is 06/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARFMX (ONE CHOICE 2050 PORTFOLIO A CLASS) |
-2.73%
Nov 2020 - Nov 2023 |
2.08%
Dec 2017 - Dec 2022 |
4.60%
Oct 2013 - Oct 2023 |
5.99%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARFMX (ONE CHOICE 2050 PORTFOLIO A CLASS) |
22.80%
Feb 2009 - Feb 2012 |
19.22%
Feb 2009 - Feb 2014 |
12.71%
Feb 2009 - Feb 2019 |
9.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart