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AOMIX: ONE CHOICE PORTFOLIO: MODERATE INVESTOR CLASS (MUTUAL FUND)
Basic Info 16.82 0.28(1.64%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 03/12/2026 |
| 12-Mo. Yield | 6.79% |
| Expenses | 0.87% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 4.5 | 13.7 | 11.5 | 2.4 | 5.9 | 6.2 | 5.8 | 5.9 | 6.8 | 10.1 | 13.0 | -22.4 | 6.0 | 8.0 | 20.2 | -5.3 | 15.4 | 6.4 | -1.6 | 7.0 | 16.0 | 13.2 | 0.9 | 12.7 | 21.8 | -25.9 | 9.8 | 12.1 | 3.5 | 1.3 |
| Sharpe Ratio | NA | 1.33 | 1.65 | 1.0 | 0.02 | 0.37 | NA | NA | 0.37 | 0.34 | 0.81 | 1.08 | -1.39 | 0.59 | 0.34 | 2.54 | -0.66 | 3.4 | 0.65 | -0.17 | 0.95 | 2.19 | 1.18 | 0.05 | 1.06 | 1.26 | -1.11 | 0.64 | 1.14 | 0.18 | 9.71 |
| Draw Down(%) | NA | 6.9 | 6.9 | 10.8 | 27.9 | 27.9 | NA | NA | 38.6 | 10.8 | 4.4 | 9.1 | 23.0 | 6.4 | 24.9 | 3.8 | 14.2 | 1.2 | 7.8 | 9.3 | 5.9 | 5.4 | 6.9 | 13.8 | 9.2 | 16.8 | 35.3 | 6.7 | 8.0 | 4.7 | 0.2 |
| Standard Deviation(%) | NA | 9.9 | 8.2 | 9.3 | 11.4 | 12.0 | NA | NA | 12.4 | 11.8 | 8.0 | 8.8 | 17.1 | 10.1 | 22.9 | 7.4 | 10.1 | 4.4 | 9.6 | 9.6 | 7.3 | 7.3 | 11.3 | 15.8 | 12.0 | 17.2 | 24.1 | 10.4 | 7.6 | 6.8 | 3.7 |
| Treynor Ratio | NA | 0.13 | 0.14 | 0.1 | 0.0 | 0.05 | NA | NA | 0.05 | 0.05 | 0.08 | 0.11 | -0.25 | 0.06 | 0.08 | 0.18 | -0.07 | 0.15 | 0.05 | -0.01 | 0.06 | 0.16 | 0.12 | 0.01 | 0.11 | 0.21 | -0.27 | 0.06 | 0.09 | 0.01 | 0.52 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | -0.01 | -0.01 | 0.0 | 0.0 | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.08 |
| Beta | NA | 1.04 | 0.99 | 0.92 | 0.93 | 0.97 | NA | NA | 1.01 | 0.81 | 0.82 | 0.85 | 0.95 | 0.94 | 1.0 | 1.02 | 1.0 | 1.02 | 1.18 | 1.08 | 1.07 | 1.03 | 1.09 | 1.14 | 1.12 | 1.02 | 1.01 | 1.11 | 1.01 | 0.95 | 0.7 |
| RSquared | NA | 0.93 | 0.93 | 0.93 | 0.83 | 0.83 | NA | NA | 0.88 | 0.68 | 0.86 | 0.84 | 0.81 | 0.62 | 0.83 | 0.97 | 0.94 | 0.87 | 0.94 | 0.95 | 0.95 | 0.93 | 0.5 | 0.96 | 0.97 | 0.96 | 0.96 | 0.96 | 0.78 | 0.85 | 0.92 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.1 | 2.7 | 2.5 | 2.1 | 4.2 | 1.1 | 7.4 | 7.2 | 3.5 | 3.8 | 7.5 | 2.6 | 1.8 | 2.2 | 2.0 | 1.9 | 2.2 | 5.2 | 4.6 | 2.7 | 0.0 | 1.3 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 179.3 | 19.1 | -8.2 | -49.2 | 298.3 | -83.0 | -10.0 | 130.6 | -3.6 | -54.4 | 206.8 | 59.1 | -7.2 | 7.3 | 14.8 | 7.4 | -71.3 | 18.6 | 85.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2004
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