Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) | 3.98% | 11.61% | 9.71% | 3.32% | 5.38% | 5.55% | 5.45% | … | … |
Data as of 06/03/2026, Common starting date is 09/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) | 09/20/2004 | 06/03/2026 |
| 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 (%) | 0.00 | 11.61 | 9.71 | 3.32 | 5.38 | 5.55 | 5.45 | … | … | 3.98 | 11.10 | 7.77 | 11.32 | -15.09 | 4.84 | 6.29 | 16.09 | -1.97 | 10.35 | 6.12 | -1.41 | 6.41 | 11.33 | 10.35 | 3.78 | 10.29 | 16.65 | -16.39 | 7.39 | 8.42 | -0.96 | 5.45 |
| Sharpe Ratio | NA | 1.66 | 1.02 | 0.11 | 0.47 | NA | NA | … | … | 1.20 | 1.10 | 0.70 | 1.20 | -1.44 | 0.70 | 0.40 | 2.89 | -0.48 | 3.20 | 0.90 | -0.22 | 1.28 | 2.14 | 1.46 | 0.35 | 1.22 | 1.34 | -1.00 | 0.61 | 0.95 | -0.66 | 4.87 |
| Standard Deviation(%) | NA | 5.85 | 6.73 | 7.97 | 8.18 | NA | NA | … | … | 7.13 | 7.48 | 5.89 | 6.43 | 11.51 | 6.85 | 15.19 | 5.06 | 7.04 | 3.04 | 6.58 | 6.52 | 4.98 | 5.28 | 7.12 | 10.62 | 8.38 | 12.32 | 17.24 | 7.01 | 5.27 | 4.86 | 3.90 |
| Draw Down(%) | NA | 5.05 | 7.25 | 21.40 | 21.40 | NA | NA | … | … | 5.05 | 7.25 | 3.25 | 6.51 | 17.89 | 4.28 | 18.86 | 2.22 | 9.26 | 1.01 | 5.04 | 6.34 | 3.95 | 4.00 | 4.28 | 8.70 | 6.43 | 13.24 | 26.22 | 4.32 | 4.59 | 3.68 | 0.60 |
| Yield(%) | 0.00 | 8.78 | 6.25 | 4.39 | 4.92 | 4.97 | 4.90 | … | … | 0.30 | 9.23 | 4.40 | 4.79 | 2.52 | 3.95 | 1.54 | 8.16 | 7.96 | 3.44 | 3.31 | 5.27 | 3.80 | 3.48 | 3.56 | 2.64 | 2.64 | 2.60 | 4.34 | 3.90 | 3.80 | 0.00 | 2.05 |
Data as of 06/03/2026, Common starting date is 09/20/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) |
-4.33%
Feb 2006 – Feb 2009 |
1.37%
Sep 2017 – Sep 2022 |
3.15%
Oct 2013 – Oct 2023 |
3.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) |
15.38%
Feb 2009 – Feb 2012 |
12.75%
Feb 2009 – Feb 2014 |
8.66%
Feb 2009 – Feb 2019 |
6.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart