Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARYAX (ONE CHOICE 2035 PORTFOLIO A CLASS) | 5.84% | 8.60% | 7.41% | 3.91% | 4.99% | 6.96% | 5.65% | 5.78% |
Data as of 07/07/2025, AR inception is 12/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARYAX (ONE CHOICE 2035 PORTFOLIO A CLASS) | 12/16/2004 | 07/07/2025 |
| 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 (%) | -0.06 | 8.60 | 7.41 | 3.91 | 4.99 | 6.96 | 5.65 | 5.78 | 5.84 | 3.92 | 11.80 | -18.45 | 6.52 | 7.94 | 19.71 | -4.08 | 14.43 | 6.28 | -1.54 | 7.36 | 17.63 | 13.34 | 0.12 | 13.99 | 24.01 | -30.76 | 9.99 | 13.40 | 4.64 | 1.53 |
| Sharpe Ratio | NA | 0.68 | 0.45 | 0.20 | 0.33 | NA | NA | 0.34 | 0.90 | -0.34 | 0.98 | -1.37 | 0.77 | 0.38 | 2.59 | -0.54 | 3.27 | 0.64 | -0.16 | 0.96 | 2.25 | 1.18 | 0.01 | 1.01 | 1.17 | -1.07 | 0.55 | 1.16 | 0.29 | 8.78 |
| Standard Deviation(%) | NA | 9.66 | 9.79 | 10.28 | 10.94 | NA | NA | 13.20 | 11.46 | 7.97 | 7.80 | 14.52 | 8.43 | 20.45 | 7.07 | 10.06 | 4.24 | 9.43 | 9.64 | 7.62 | 7.84 | 11.36 | 17.42 | 13.72 | 20.37 | 29.64 | 12.82 | 8.80 | 8.37 | 5.16 |
| Draw Down(%) | NA | 9.25 | 12.13 | 24.97 | 24.97 | NA | NA | 45.33 | 9.25 | 7.01 | 8.26 | 21.37 | 4.58 | 24.18 | 3.65 | 13.60 | 1.32 | 7.83 | 9.15 | 5.99 | 5.36 | 7.64 | 15.36 | 10.85 | 20.13 | 40.97 | 8.24 | 9.03 | 5.79 | 0.22 |
| Yield(%) | 0.00 | 4.26 | 2.77 | 2.45 | 4.13 | 5.22 | 4.45 | 4.56 | 0.00 | 4.52 | 1.89 | 1.53 | 3.40 | 0.78 | 8.69 | 8.27 | 3.27 | 3.43 | 6.60 | 4.62 | 3.34 | 2.52 | 1.60 | 1.45 | 1.31 | 3.07 | 3.41 | 5.86 | 0.00 | 1.15 |
Data as of 07/07/2025, 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 |
|---|---|---|---|---|
| ARYAX (ONE CHOICE 2035 PORTFOLIO A CLASS) |
-9.98%
Feb 2006 - Feb 2009 |
0.66%
May 2007 - May 2012 |
3.71%
Oct 2013 - Oct 2023 |
3.72%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYAX (ONE CHOICE 2035 PORTFOLIO A CLASS) |
20.55%
Feb 2009 - Feb 2012 |
17.11%
Feb 2009 - Feb 2014 |
11.19%
Feb 2009 - Feb 2019 |
8.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart