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ARCMX: ONE CHOICE 2030 PORTFOLIO A CLASS (MUTUAL FUND)
Basic Info 12.63 0.14(1.10%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 06/04/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 11.86% |
| Expenses | 0.59% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 3.4 | 11.1 | 9.5 | 2.7 | 5.6 | 5.9 | 5.3 | 11.2 | 7.8 | 11.8 | -17.5 | 5.3 | 7.3 | 18.4 | -3.3 | 13.2 | 6.1 | -1.6 | 7.0 | 15.6 | 12.5 | 0.8 | 13.1 | 22.6 | -26.4 |
| Sharpe Ratio | NA | 1.15 | 1.62 | 0.95 | 0.05 | 0.42 | NA | 0.36 | 1.01 | 0.65 | 1.14 | -1.42 | 0.67 | 0.38 | 2.67 | -0.52 | 3.21 | 0.68 | -0.19 | 1.02 | 2.18 | 1.22 | 0.05 | 1.05 | 1.21 | -1.24 |
| Draw Down(%) | NA | 5.6 | 5.6 | 8.3 | 23.9 | 23.9 | NA | 39.4 | 8.3 | 3.6 | 7.5 | 20.2 | 4.7 | 22.3 | 3.2 | 12.4 | 1.2 | 7.0 | 8.5 | 5.4 | 5.2 | 6.8 | 13.8 | 9.9 | 18.5 | 37.3 |
| Standard Deviation(%) | NA | 7.7 | 6.3 | 7.4 | 9.0 | 9.7 | NA | 12.2 | 8.3 | 6.5 | 7.2 | 13.4 | 7.9 | 18.4 | 6.3 | 9.1 | 3.9 | 8.6 | 8.7 | 6.8 | 7.1 | 10.3 | 15.8 | 12.4 | 18.6 | 33.6 |
| Treynor Ratio | NA | 0.12 | 0.14 | 0.09 | 0.01 | 0.05 | NA | 0.05 | 0.1 | 0.05 | 0.1 | -0.22 | 0.07 | 0.08 | 0.2 | -0.06 | 0.15 | 0.07 | -0.02 | 0.08 | 0.2 | 0.16 | 0.01 | 0.16 | 0.29 | -0.54 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.02 |
| Beta | NA | 0.76 | 0.75 | 0.8 | 0.83 | 0.82 | NA | 0.8 | 0.81 | 0.81 | 0.81 | 0.85 | 0.78 | 0.82 | 0.84 | 0.84 | 0.83 | 0.83 | 0.81 | 0.83 | 0.79 | 0.76 | 0.81 | 0.8 | 0.79 | 0.77 |
| RSquared | NA | 0.97 | 0.92 | 0.94 | 0.91 | 0.92 | NA | 0.94 | 0.95 | 0.96 | 0.92 | 0.94 | 0.67 | 0.93 | 0.98 | 0.9 | 0.92 | 0.98 | 0.98 | 0.97 | 0.94 | 0.6 | 0.97 | 0.98 | 0.97 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 12.2 | 4.8 | 2.8 | 1.9 | 3.7 | 0.9 | 8.0 | 8.5 | 3.0 | 3.1 | 5.5 | 4.2 | 2.9 | 2.5 | 1.9 | 1.4 | 1.4 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 166.0 | 84.7 | 19.9 | -48.4 | 320.3 | -87.1 | -17.8 | 214.6 | 0.0 | -47.6 | 36.4 | 57.1 | 28.0 | 30.9 | 46.9 | 24.3 | 28.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2008
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