Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARYRX (ONE CHOICE 2035 PORTFOLIO R CLASS) | 3.14% | 2.56% | 3.95% | 3.53% | 3.79% | 5.94% | 5.36% | 5.29% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARYRX (ONE CHOICE 2035 PORTFOLIO R CLASS) | 12/16/2004 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 12/16/2004.
AR inception is since 12/16/2004.
| 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 (%) | 2.18 | 2.56 | 3.95 | 3.53 | 3.79 | 5.94 | 5.36 | 5.29 | 3.14 | 3.91 | 11.51 | -18.60 | 6.18 | 7.66 | 19.39 | -4.56 | 14.13 | 6.08 | -1.79 | 7.02 | 17.41 | 13.05 | -0.21 | 14.10 | 23.69 | -30.93 | 9.71 | 13.11 | 6.90 | 1.54 |
| Sharpe Ratio | NA | -0.37 | -0.04 | 0.12 | 0.19 | NA | NA | 0.29 | 0.45 | -0.34 | 0.94 | -1.38 | 0.73 | 0.36 | 2.53 | -0.59 | 3.15 | 0.63 | -0.19 | 0.92 | 2.22 | 1.16 | -0.01 | 1.02 | 1.16 | -1.07 | 0.52 | 1.12 | 0.60 | 9.48 |
| Standard Deviation(%) | NA | 10.19 | 10.49 | 10.67 | 11.01 | NA | NA | 13.25 | 12.77 | 7.89 | 7.78 | 14.52 | 8.48 | 20.52 | 7.11 | 9.92 | 4.31 | 9.39 | 9.58 | 7.58 | 7.84 | 11.32 | 17.43 | 13.68 | 20.39 | 29.71 | 12.87 | 8.82 | 7.88 | 4.81 |
| Draw Down(%) | NA | 12.70 | 12.70 | 25.16 | 25.16 | NA | NA | 45.52 | 9.30 | 6.79 | 8.27 | 21.54 | 4.62 | 24.18 | 3.71 | 13.77 | 1.32 | 7.83 | 9.28 | 6.00 | 5.36 | 7.65 | 15.37 | 10.71 | 20.13 | 41.12 | 8.32 | 9.04 | 5.80 | 0.21 |
| Yield(%) | 0.00 | 0.00 | 1.00 | 1.43 | 3.35 | 4.26 | 4.10 | 4.06 | 0.00 | 0.00 | 1.61 | 1.32 | 3.12 | 0.50 | 8.38 | 7.80 | 2.99 | 3.16 | 6.35 | 4.34 | 3.05 | 2.23 | 1.36 | 1.44 | 0.99 | 2.90 | 3.13 | 5.57 | 2.30 | 1.07 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYRX (ONE CHOICE 2035 PORTFOLIO R CLASS) |
-10.20%
Feb 2006 - Feb 2009 |
0.46%
May 2007 - May 2012 |
3.41%
Oct 2013 - Oct 2023 |
3.46%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYRX (ONE CHOICE 2035 PORTFOLIO R CLASS) |
20.36%
Feb 2009 - Feb 2012 |
16.87%
Feb 2009 - Feb 2014 |
10.91%
Feb 2009 - Feb 2019 |
8.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart