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ARCSX: ONE CHOICE 2030 PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 12.66 0.14(1.09%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 06/05/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 12.32% |
| 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 | 3.5 | 11.6 | 10.1 | 3.1 | 6.1 | 6.4 | 5.7 | 11.8 | 8.2 | 12.3 | -17.1 | 5.9 | 7.7 | 18.8 | -2.4 | 13.7 | 6.6 | -1.2 | 7.4 | 16.1 | 13.1 | 1.2 | 13.6 | 23.2 | -27.1 |
| Sharpe Ratio | NA | 0.75 | 1.37 | 0.91 | 0.06 | 0.46 | NA | 0.39 | 1.08 | 0.71 | 1.21 | -1.4 | 0.75 | 0.41 | 2.72 | -0.41 | 3.35 | 0.75 | -0.14 | 1.06 | 2.27 | 1.28 | 0.08 | 1.09 | 1.24 | -1.28 |
| Draw Down(%) | NA | 5.5 | 5.5 | 8.2 | 23.6 | 23.6 | NA | 39.1 | 8.2 | 3.5 | 7.4 | 19.9 | 4.6 | 22.2 | 3.1 | 12.0 | 1.2 | 6.9 | 8.3 | 5.4 | 5.1 | 6.8 | 13.7 | 9.7 | 18.4 | 37.2 |
| Standard Deviation(%) | NA | 7.8 | 6.5 | 7.4 | 9.0 | 9.7 | NA | 12.2 | 8.3 | 6.5 | 7.3 | 13.3 | 7.9 | 18.3 | 6.4 | 9.3 | 3.9 | 8.6 | 8.7 | 6.9 | 7.1 | 10.3 | 15.8 | 12.4 | 18.6 | 33.5 |
| Treynor Ratio | NA | 0.08 | 0.12 | 0.08 | 0.01 | 0.05 | NA | 0.06 | 0.11 | 0.06 | 0.11 | -0.22 | 0.08 | 0.09 | 0.21 | -0.05 | 0.16 | 0.08 | -0.01 | 0.09 | 0.21 | 0.17 | 0.02 | 0.17 | 0.29 | -0.56 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.02 |
| Beta | NA | 0.75 | 0.76 | 0.81 | 0.83 | 0.82 | NA | 0.8 | 0.82 | 0.81 | 0.83 | 0.85 | 0.77 | 0.82 | 0.84 | 0.84 | 0.83 | 0.82 | 0.81 | 0.83 | 0.78 | 0.76 | 0.81 | 0.8 | 0.79 | 0.77 |
| RSquared | NA | 0.97 | 0.95 | 0.96 | 0.91 | 0.92 | NA | 0.94 | 0.97 | 0.96 | 0.96 | 0.94 | 0.66 | 0.93 | 0.98 | 0.87 | 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 | 12.7 | 5.2 | 3.3 | 2.3 | 4.2 | 1.4 | 8.6 | 9.4 | 3.5 | 3.6 | 5.9 | 4.6 | 3.4 | 3.1 | 2.4 | 2.0 | 2.0 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 151.0 | 72.7 | 17.5 | -45.2 | 208.8 | -81.4 | -20.1 | 196.2 | 1.0 | -44.0 | 32.0 | 49.5 | 25.4 | 27.2 | 34.1 | 21.0 | 45.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2008
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