Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) | -4.20% | -1.38% | 2.77% | 0.72% | 3.53% | 5.29% | 4.67% | 4.88% |
Data as of 07/25/2025, AR inception is 12/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) | 12/16/2004 | 07/25/2025 |
| 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 (%) | 0.00 | -1.38 | 2.77 | 0.72 | 3.53 | 5.29 | 4.67 | 4.88 | -4.20 | 2.53 | 9.25 | -15.54 | 4.83 | 5.97 | 17.26 | -2.19 | 12.27 | 6.20 | -1.52 | 6.87 | 14.04 | 12.13 | 1.77 | 12.57 | 21.24 | -25.02 | 9.29 | 11.80 | 3.42 | 1.31 |
| Sharpe Ratio | NA | -0.42 | -0.07 | -0.14 | 0.22 | NA | NA | 0.32 | -0.79 | -0.54 | 0.74 | -1.42 | 0.65 | 0.34 | 2.76 | -0.42 | 3.32 | 0.77 | -0.20 | 1.12 | 2.17 | 1.31 | 0.12 | 1.10 | 1.25 | -1.07 | 0.60 | 1.15 | 0.17 | 8.81 |
| Standard Deviation(%) | NA | 10.76 | 9.21 | 9.27 | 9.36 | NA | NA | 10.99 | 13.30 | 7.50 | 6.82 | 11.98 | 7.37 | 16.84 | 5.74 | 8.27 | 3.52 | 7.77 | 7.85 | 6.11 | 6.46 | 9.32 | 14.20 | 11.38 | 16.91 | 24.07 | 10.55 | 7.46 | 7.36 | 4.24 |
| Draw Down(%) | NA | 7.62 | 10.65 | 22.46 | 22.46 | NA | NA | 38.33 | 7.62 | 7.20 | 6.77 | 18.72 | 4.60 | 20.52 | 2.68 | 10.90 | 1.06 | 6.17 | 7.75 | 4.89 | 4.86 | 5.95 | 12.26 | 8.90 | 17.20 | 34.99 | 6.62 | 7.47 | 4.81 | 0.19 |
| Yield(%) | 0.00 | 4.91 | 3.26 | 2.76 | 4.30 | 4.96 | 4.45 | 4.64 | 0.00 | 5.16 | 2.35 | 2.11 | 3.67 | 1.15 | 8.25 | 8.72 | 3.50 | 3.45 | 6.03 | 4.42 | 3.43 | 2.80 | 2.19 | 2.02 | 1.88 | 3.75 | 3.80 | 6.74 | 0.00 | 1.29 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) |
-7.37%
Feb 2006 - Feb 2009 |
1.32%
Sep 2017 - Sep 2022 |
3.38%
Oct 2013 - Oct 2023 |
3.70%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) |
18.50%
Feb 2009 - Feb 2012 |
15.19%
Feb 2009 - Feb 2014 |
10.10%
Feb 2009 - Feb 2019 |
7.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart