Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARLIX (ONE CHOICE 2035 PORTFOLIO I CLASS) | 5.78% | 7.50% | 8.04% | 3.98% | 5.37% | 7.28% | 6.04% | 6.27% |
Data as of 07/15/2025, AR inception is 12/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARLIX (ONE CHOICE 2035 PORTFOLIO I CLASS) | 12/16/2004 | 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 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 7.50 | 8.04 | 3.98 | 5.37 | 7.28 | 6.04 | 6.27 | 5.78 | 3.91 | 12.30 | -18.03 | 6.93 | 8.34 | 20.21 | -3.09 | 14.93 | 6.75 | -1.02 | 7.77 | 18.14 | 13.84 | 0.57 | 14.93 | 24.56 | -30.45 | 10.49 | 13.91 | 4.64 | 1.48 |
| Sharpe Ratio | NA | 0.55 | 0.50 | 0.22 | 0.37 | NA | NA | 0.37 | 0.83 | -0.33 | 1.04 | -1.34 | 0.82 | 0.39 | 2.63 | -0.43 | 3.34 | 0.69 | -0.11 | 1.02 | 2.31 | 1.23 | 0.03 | 1.08 | 1.20 | -1.05 | 0.58 | 1.21 | 0.29 | 8.91 |
| Standard Deviation(%) | NA | 9.69 | 9.81 | 10.30 | 10.98 | NA | NA | 13.22 | 11.31 | 8.22 | 7.77 | 14.57 | 8.47 | 20.52 | 7.14 | 10.20 | 4.30 | 9.45 | 9.58 | 7.61 | 7.83 | 11.32 | 17.42 | 13.69 | 20.33 | 29.69 | 12.94 | 8.80 | 8.39 | 4.86 |
| Draw Down(%) | NA | 9.17 | 12.15 | 24.67 | 24.67 | NA | NA | 44.96 | 9.17 | 7.38 | 8.10 | 21.13 | 4.55 | 24.16 | 3.64 | 13.24 | 1.25 | 7.82 | 9.07 | 5.91 | 5.35 | 7.55 | 15.18 | 10.49 | 20.02 | 40.74 | 8.28 | 9.02 | 5.79 | 0.27 |
| Yield(%) | 0.00 | 4.66 | 3.26 | 2.88 | 4.58 | 5.77 | 4.97 | 5.18 | 0.00 | 5.02 | 2.39 | 1.91 | 3.90 | 1.29 | 9.22 | 9.10 | 3.76 | 3.91 | 7.05 | 5.11 | 3.85 | 3.02 | 2.05 | 2.26 | 1.87 | 3.38 | 3.90 | 6.36 | 0.00 | 1.28 |
Data as of 07/15/2025, AR inception is 12/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARLIX (ONE CHOICE 2035 PORTFOLIO I CLASS) |
-9.56%
Feb 2006 - Feb 2009 |
1.18%
May 2007 - May 2012 |
4.21%
Oct 2013 - Oct 2023 |
4.24%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARLIX (ONE CHOICE 2035 PORTFOLIO I CLASS) |
21.22%
Feb 2009 - Feb 2012 |
17.70%
Feb 2009 - Feb 2014 |
11.78%
Feb 2009 - Feb 2019 |
9.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart