Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARWAX (ONE CHOICE 2025 PORTFOLIO A CLASS) | -4.20% | -3.37% | 2.69% | 0.62% | 2.83% | 4.93% | 4.36% | 4.87% |
Data as of 06/18/2025, AR inception is 09/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARWAX (ONE CHOICE 2025 PORTFOLIO A CLASS) | 09/02/2004 | 06/18/2025 |
| 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 (%) | -0.45 | -3.37 | 2.69 | 0.62 | 2.83 | 4.93 | 4.36 | 4.87 | -4.20 | 4.92 | 8.97 | -15.69 | 4.56 | 5.70 | 16.98 | -2.76 | 11.98 | 6.01 | -1.77 | 6.60 | 13.76 | 11.86 | 1.52 | 12.29 | 20.93 | -25.21 | 8.92 | 11.62 | 3.42 | 8.76 |
| Sharpe Ratio | NA | -0.60 | -0.04 | -0.15 | 0.15 | NA | NA | 0.32 | -0.82 | -0.27 | 0.70 | -1.43 | 0.61 | 0.32 | 2.73 | -0.50 | 3.25 | 0.75 | -0.23 | 1.07 | 2.11 | 1.28 | 0.10 | 1.08 | 1.23 | -1.08 | 0.56 | 1.12 | 0.17 | 4.54 |
| Standard Deviation(%) | NA | 11.01 | 9.41 | 9.37 | 9.40 | NA | NA | 10.98 | 14.63 | 6.24 | 6.82 | 12.01 | 7.42 | 16.87 | 5.70 | 8.22 | 3.51 | 7.76 | 7.88 | 6.14 | 6.52 | 9.30 | 14.27 | 11.34 | 16.92 | 24.10 | 10.59 | 7.51 | 7.22 | 6.11 |
| Draw Down(%) | NA | 9.18 | 10.66 | 22.64 | 22.64 | NA | NA | 38.54 | 7.55 | 4.77 | 6.85 | 18.85 | 4.67 | 20.58 | 2.68 | 11.10 | 1.13 | 6.17 | 7.82 | 4.90 | 4.87 | 6.11 | 12.28 | 8.91 | 17.20 | 35.10 | 6.70 | 7.48 | 4.90 | 1.94 |
| Yield(%) | 0.00 | 2.42 | 2.28 | 2.14 | 3.74 | 4.47 | 4.06 | 4.49 | 0.00 | 2.53 | 2.08 | 1.89 | 3.39 | 0.87 | 7.95 | 8.25 | 3.23 | 3.19 | 5.78 | 4.14 | 3.15 | 2.53 | 1.94 | 1.74 | 1.57 | 3.57 | 3.53 | 6.46 | 0.00 | 1.30 |
Data as of 06/18/2025, AR inception is 09/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARWAX (ONE CHOICE 2025 PORTFOLIO A CLASS) |
-7.64%
Feb 2006 - Feb 2009 |
1.02%
Sep 2017 - Sep 2022 |
3.10%
Oct 2013 - Oct 2023 |
3.42%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARWAX (ONE CHOICE 2025 PORTFOLIO A CLASS) |
18.25%
Feb 2009 - Feb 2012 |
14.93%
Feb 2009 - Feb 2014 |
9.79%
Feb 2009 - Feb 2019 |
7.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart