Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARORX (ONE CHOICE 2045 PORTFOLIO R CLASS) | 7.81% | 13.19% | 7.12% | 3.85% | 5.64% | 7.36% | 5.92% | 6.16% |
Data as of 08/06/2025, AR inception is 12/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARORX (ONE CHOICE 2045 PORTFOLIO R CLASS) | 12/16/2004 | 08/06/2025 |
| 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 (%) | 0.16 | 13.19 | 7.12 | 3.85 | 5.64 | 7.36 | 5.92 | 6.16 | 7.81 | 5.19 | 13.23 | -20.69 | 7.42 | 9.79 | 22.09 | -5.72 | 16.91 | 6.69 | -1.94 | 7.91 | 20.48 | 14.42 | -1.27 | 14.92 | 25.73 | -34.01 | 10.26 | 13.95 | 4.69 | 1.57 |
| Sharpe Ratio | NA | 0.53 | 0.30 | 0.15 | 0.30 | NA | NA | 0.31 | 0.64 | -0.15 | 0.99 | -1.28 | 0.73 | 0.39 | 2.40 | -0.59 | 3.18 | 0.58 | -0.17 | 0.88 | 2.28 | 1.09 | -0.06 | 0.96 | 1.13 | -1.07 | 0.52 | 1.13 | 0.29 | 9.41 |
| Standard Deviation(%) | NA | 11.70 | 11.54 | 12.22 | 13.11 | NA | NA | 15.09 | 13.36 | 9.17 | 9.15 | 17.33 | 10.10 | 24.55 | 8.62 | 12.00 | 5.15 | 11.19 | 11.58 | 9.01 | 8.98 | 13.26 | 20.11 | 15.51 | 22.77 | 32.49 | 14.05 | 9.48 | 8.84 | 4.95 |
| Draw Down(%) | NA | 11.56 | 13.54 | 27.63 | 27.77 | NA | NA | 49.36 | 11.56 | 7.49 | 9.62 | 23.65 | 5.31 | 27.77 | 4.66 | 16.15 | 1.56 | 9.40 | 10.92 | 7.07 | 5.83 | 8.93 | 17.87 | 12.33 | 22.15 | 44.55 | 9.22 | 9.86 | 6.28 | 0.18 |
| Yield(%) | 0.00 | 4.40 | 2.32 | 2.04 | 4.13 | 5.14 | 4.33 | 4.54 | 0.00 | 4.63 | 1.32 | 0.95 | 3.14 | 0.30 | 9.53 | 8.68 | 3.23 | 3.68 | 6.82 | 4.64 | 3.24 | 2.05 | 1.20 | 1.00 | 0.86 | 2.82 | 3.08 | 5.35 | 0.00 | 1.10 |
Data as of 08/06/2025, 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 |
|---|---|---|---|---|
| ARORX (ONE CHOICE 2045 PORTFOLIO R CLASS) |
-11.73%
Feb 2006 - Feb 2009 |
-0.20%
May 2007 - May 2012 |
4.02%
Oct 2013 - Oct 2023 |
3.83%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARORX (ONE CHOICE 2045 PORTFOLIO R CLASS) |
21.91%
Feb 2009 - Feb 2012 |
18.46%
Feb 2009 - Feb 2014 |
12.06%
Feb 2009 - Feb 2019 |
9.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart