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ARCRX: ONE CHOICE 2030 PORTFOLIO R CLASS (MUTUAL FUND)
Basic Info 12.63 0.14(1.10%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 06/04/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 11.59% |
| Expenses | 0.59% |
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Performance Analytics (As of 06/05/2026)
| 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 | 3.3 | 10.9 | 9.3 | 2.4 | 5.3 | 5.6 | 5.0 | 10.9 | 7.6 | 11.5 | -17.7 | 5.1 | 7.1 | 18.0 | -3.8 | 12.9 | 5.9 | -1.9 | 6.6 | 15.4 | 12.2 | 0.4 | 12.8 | 22.4 | -26.5 |
| Sharpe Ratio | NA | 0.67 | 1.27 | 0.82 | -0.02 | 0.38 | NA | 0.33 | 0.98 | 0.61 | 1.11 | -1.44 | 0.64 | 0.37 | 2.61 | -0.58 | 3.13 | 0.66 | -0.22 | 0.96 | 2.15 | 1.19 | 0.03 | 1.02 | 1.2 | -1.25 |
| Draw Down(%) | NA | 5.6 | 5.6 | 8.2 | 24.1 | 24.1 | NA | 39.5 | 8.2 | 3.5 | 7.6 | 20.3 | 4.7 | 22.3 | 3.1 | 12.5 | 1.2 | 7.0 | 8.6 | 5.5 | 5.2 | 6.9 | 13.8 | 9.9 | 18.5 | 37.4 |
| Standard Deviation(%) | NA | 7.8 | 6.5 | 7.4 | 9.0 | 9.7 | NA | 12.2 | 8.3 | 6.5 | 7.2 | 13.3 | 7.9 | 18.4 | 6.3 | 9.0 | 3.9 | 8.6 | 8.7 | 6.9 | 7.1 | 10.4 | 15.8 | 12.5 | 18.6 | 33.5 |
| Treynor Ratio | NA | 0.07 | 0.11 | 0.08 | 0.0 | 0.04 | NA | 0.05 | 0.1 | 0.05 | 0.1 | -0.23 | 0.06 | 0.08 | 0.2 | -0.06 | 0.15 | 0.07 | -0.02 | 0.08 | 0.19 | 0.16 | 0.01 | 0.16 | 0.28 | -0.55 |
| 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 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.03 |
| Beta | NA | 0.75 | 0.76 | 0.81 | 0.83 | 0.82 | NA | 0.8 | 0.82 | 0.81 | 0.82 | 0.85 | 0.78 | 0.82 | 0.84 | 0.84 | 0.83 | 0.83 | 0.81 | 0.83 | 0.79 | 0.77 | 0.81 | 0.81 | 0.79 | 0.77 |
| RSquared | NA | 0.96 | 0.95 | 0.96 | 0.92 | 0.92 | NA | 0.94 | 0.97 | 0.96 | 0.96 | 0.94 | 0.67 | 0.93 | 0.98 | 0.91 | 0.93 | 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 | 11.9 | 4.5 | 2.5 | 1.7 | 3.4 | 0.7 | 7.7 | 8.1 | 2.7 | 2.9 | 5.2 | 3.9 | 2.6 | 2.3 | 1.7 | 1.2 | 1.1 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 175.8 | 92.8 | 22.0 | -50.5 | 453.0 | -90.6 | -16.3 | 227.1 | -0.6 | -49.7 | 39.4 | 62.7 | 29.7 | 34.4 | 58.3 | 27.2 | 17.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2008
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