Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARFSX (ONE CHOICE 2050 PORTFOLIO I CLASS) | 7.98% | 7.42% | 8.20% | 4.93% | 6.41% | 8.61% | NA | 6.57% |
Data as of 07/21/2025, AR inception is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARFSX (ONE CHOICE 2050 PORTFOLIO I CLASS) | 06/04/2008 | 07/21/2025 |
| 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 (%) | 0.44 | 7.42 | 8.20 | 4.93 | 6.41 | 8.61 | NA | 6.57 | 7.98 | 8.40 | 15.14 | -21.14 | 9.63 | 11.39 | 24.31 | -4.95 | 18.82 | 7.60 | -1.32 | 8.72 | 21.91 | 15.50 | -0.76 | 16.34 | 27.08 | -32.15 |
| Sharpe Ratio | NA | 0.33 | 0.47 | 0.23 | 0.35 | NA | NA | 0.34 | 0.80 | 0.20 | 1.12 | -1.20 | 0.90 | 0.42 | 2.45 | -0.48 | 3.33 | 0.63 | -0.11 | 0.94 | 2.38 | 1.15 | -0.04 | 1.01 | 1.15 | -1.19 |
| Standard Deviation(%) | NA | 13.03 | 12.66 | 13.22 | 14.16 | NA | NA | 16.49 | 14.96 | 9.27 | 9.84 | 18.86 | 10.66 | 26.76 | 9.35 | 13.01 | 5.48 | 11.67 | 11.95 | 9.23 | 9.18 | 13.61 | 20.79 | 16.10 | 23.51 | 41.49 |
| Draw Down(%) | NA | 14.55 | 14.55 | 27.50 | 29.50 | NA | NA | 46.78 | 12.57 | 6.17 | 10.09 | 23.90 | 5.02 | 29.50 | 5.01 | 16.63 | 1.62 | 9.75 | 11.06 | 7.21 | 5.85 | 9.13 | 18.29 | 12.49 | 22.58 | 44.12 |
| Yield(%) | 0.00 | 2.26 | 2.13 | 2.42 | 4.54 | 6.19 | 3.96 | 4.66 | 0.00 | 2.48 | 2.22 | 1.48 | 4.50 | 1.17 | 10.13 | 9.61 | 3.73 | 4.28 | 6.55 | 4.99 | 3.84 | 2.74 | 1.85 | 1.99 | 1.45 | 0.80 |
Data as of 07/21/2025, 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 |
|---|---|---|---|---|
| ARFSX (ONE CHOICE 2050 PORTFOLIO I CLASS) |
-2.29%
Nov 2020 - Nov 2023 |
2.62%
Dec 2017 - Dec 2022 |
5.11%
Oct 2013 - Oct 2023 |
6.50%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARFSX (ONE CHOICE 2050 PORTFOLIO I CLASS) |
23.37%
Feb 2009 - Feb 2012 |
19.76%
Feb 2009 - Feb 2014 |
13.28%
Feb 2009 - Feb 2019 |
10.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart