Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARYIX (ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS) | 5.22% | 13.77% | 11.04% | 3.50% | 6.50% | 6.80% | 6.23% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARYIX (ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS) | 12/16/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 13.77 | 11.04 | 3.50 | 6.50 | 6.80 | 6.23 | … | … | 5.22 | 12.27 | 8.71 | 12.89 | -18.20 | 6.72 | 8.20 | 19.91 | -3.50 | 14.71 | 6.54 | -1.23 | 7.57 | 17.92 | 13.62 | 0.37 | 14.60 | 24.31 | -30.58 | 10.36 | 13.60 | 4.64 | 1.51 |
| Sharpe Ratio | NA | 1.68 | 1.00 | 0.11 | 0.46 | NA | NA | … | … | 1.24 | 1.04 | 0.72 | 1.19 | -1.36 | 0.80 | 0.39 | 2.59 | -0.48 | 3.30 | 0.67 | -0.13 | 1.00 | 2.28 | 1.21 | 0.02 | 1.06 | 1.18 | -1.06 | 0.56 | 1.16 | 0.28 | 9.21 |
| Standard Deviation(%) | NA | 7.03 | 8.11 | 9.78 | 10.68 | NA | NA | … | … | 8.54 | 9.10 | 7.08 | 7.81 | 14.53 | 8.41 | 20.49 | 7.11 | 10.14 | 4.28 | 9.48 | 9.61 | 7.58 | 7.83 | 11.33 | 17.49 | 13.71 | 20.47 | 29.65 | 12.87 | 8.80 | 8.34 | 4.79 |
| Draw Down(%) | NA | 6.07 | 9.18 | 24.79 | 24.79 | NA | NA | … | … | 6.07 | 9.18 | 3.76 | 8.12 | 21.21 | 4.55 | 24.18 | 3.64 | 13.36 | 1.32 | 7.83 | 9.09 | 5.92 | 5.35 | 7.56 | 15.27 | 10.51 | 20.13 | 40.90 | 8.30 | 9.02 | 5.88 | 0.25 |
| Yield(%) | 0.00 | 10.74 | 6.59 | 4.27 | 5.29 | 5.67 | 5.31 | … | … | 0.00 | 11.16 | 4.80 | 2.94 | 1.74 | 3.67 | 1.06 | 8.99 | 8.74 | 3.54 | 3.70 | 6.85 | 4.90 | 3.63 | 2.80 | 1.85 | 2.03 | 1.62 | 3.25 | 3.68 | 6.14 | 0.00 | 1.21 |
Data as of 06/04/2026, Common starting date is 12/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYIX (ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS) |
-9.75%
Feb 2006 – Feb 2009 |
0.98%
May 2007 – May 2012 |
3.99%
Oct 2013 – Oct 2023 |
4.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYIX (ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS) |
21.00%
Feb 2009 – Feb 2012 |
17.48%
Feb 2009 – Feb 2014 |
11.55%
Feb 2009 – Feb 2019 |
8.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart