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ARBDX: ONE CHOICE 2020 PORTFOLIO R6 R6 CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/02/2013 |
| Last Dividend Date: | 12/30/2019 |
| 12-Mo. Yield | 8.54% |
| Expenses | 0.42% |
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Performance Analytics (As of 10/09/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/02/2013 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.7 | 3.6 | 5.1 | 5.0 | -5.9 | 16.4 | -0.5 | 11.1 | 6.4 | -1.3 | 7.1 | 4.3 |
| Sharpe Ratio | NA | -0.09 | 0.23 | 0.48 | 0.51 | -0.4 | 2.93 | -0.21 | 3.25 | 0.88 | -0.18 | 1.26 | 1.92 |
| Draw Down(%) | NA | 18.8 | 18.8 | 18.8 | 18.8 | 18.8 | 2.3 | 9.5 | 1.0 | 5.5 | 6.9 | 4.5 | 2.6 |
| Standard Deviation(%) | NA | 17.4 | 11.6 | 9.7 | 8.8 | 19.9 | 5.1 | 8.7 | 3.2 | 7.0 | 7.2 | 5.6 | 5.5 |
| Treynor Ratio | NA | -0.05 | 0.3 | 0.44 | 0.35 | -0.23 | 7.26 | -0.12 | 0.13 | 0.07 | -0.02 | 0.08 | 0.13 |
| Alpha | NA | -0.02 | 0.01 | 0.02 | 0.01 | -0.04 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.35 | 0.09 | 0.11 | 0.13 | 0.34 | 0.02 | 0.15 | 0.84 | 0.86 | 0.85 | 0.86 | 0.84 |
| RSquared | NA | 0.25 | 0.08 | 0.1 | 0.12 | 0.24 | 0.04 | 0.14 | 0.88 | 0.97 | 0.98 | 0.96 | 0.96 |
| Yield(%) | N/A | 8.5 | 7.3 | 6.0 | N/A | 0.0 | 9.5 | 10.6 | 3.4 | 2.8 | 3.0 | 3.2 | 1.5 |
| Dividend Growth(%) | N/A | -21.4 | 172.2 | N/A | N/A | -100.0 | -21.4 | 238.0 | 25.3 | -10.0 | -1.5 | 120.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2013
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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