Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
---|---|---|---|---|---|---|---|---|
AROAX (ONE CHOICE 2045 PORTFOLIO A CLASS) | 5.96% | 3.56% | 2.91% | 4.99% | 4.78% | 4.74% | 7.06% | 6.04% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
AROAX (ONE CHOICE 2045 PORTFOLIO A CLASS) | 12/16/2004 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 12/16/2004.
AR inception is since 12/16/2004.
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 (%) | 2.74 | 2.91 | 4.99 | 4.78 | 4.74 | 7.06 | 6.04 | 5.96 | 3.56 | 5.20 | 13.53 | -20.52 | 7.70 | 10.01 | 22.41 | -5.23 | 17.21 | 6.96 | -1.70 | 8.19 | 20.70 | 14.72 | -0.95 | 15.12 | 26.05 | -33.80 | 10.46 | 14.25 | 4.69 | 1.55 |
Sharpe Ratio | NA | -0.28 | 0.05 | 0.21 | 0.23 | NA | NA | 0.30 | 0.44 | -0.15 | 1.02 | -1.27 | 0.76 | 0.40 | 2.43 | -0.54 | 3.20 | 0.61 | -0.15 | 0.90 | 2.31 | 1.13 | -0.05 | 0.97 | 1.14 | -1.06 | 0.53 | 1.17 | 0.28 | 9.21 |
Standard Deviation(%) | NA | 12.29 | 12.45 | 12.69 | 13.19 | NA | NA | 15.19 | 15.67 | 9.23 | 9.18 | 17.33 | 10.11 | 24.63 | 8.65 | 12.07 | 5.21 | 11.12 | 11.54 | 9.05 | 8.94 | 13.12 | 20.11 | 15.51 | 22.78 | 32.57 | 14.10 | 9.41 | 8.91 | 4.98 |
Draw Down(%) | NA | 15.23 | 15.23 | 27.41 | 27.73 | NA | NA | 49.14 | 11.52 | 7.69 | 9.56 | 23.46 | 5.26 | 27.73 | 4.60 | 16.00 | 1.55 | 9.34 | 10.85 | 7.06 | 5.76 | 8.86 | 17.79 | 12.32 | 22.03 | 44.44 | 9.21 | 9.78 | 6.27 | 0.19 |
Yield(%) | 0.00 | 0.00 | 0.95 | 1.53 | 3.82 | 5.06 | 4.58 | 4.52 | 0.00 | 0.00 | 1.60 | 1.16 | 3.43 | 0.58 | 9.84 | 9.15 | 3.51 | 3.95 | 7.07 | 4.92 | 3.54 | 2.34 | 1.44 | 1.29 | 1.17 | 2.98 | 3.35 | 5.64 | 0.00 | 1.17 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AROAX (ONE CHOICE 2045 PORTFOLIO A CLASS) |
-11.50%
Feb 2006 - Feb 2009 |
0.03%
May 2007 - May 2012 |
4.31%
Oct 2013 - Oct 2023 |
4.11%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AROAX (ONE CHOICE 2045 PORTFOLIO A CLASS) |
22.21%
Feb 2009 - Feb 2012 |
18.75%
Feb 2009 - Feb 2014 |
12.37%
Feb 2009 - Feb 2019 |
9.57%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart