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ARCUX: ONE CHOICE 2030 PORTFOLIO R6 R6 CLASS (MUTUAL FUND)
Basic Info 10.98 0.12(1.08%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 08/02/2013 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 14.13% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 3.6 | 11.8 | 10.2 | 3.1 | 6.2 | 6.0 | 12.0 | 8.4 | 12.5 | -17.3 | 5.5 | 7.4 | 19.0 | -1.8 | 13.7 | 6.7 | -1.2 | 7.7 | 5.2 |
| Sharpe Ratio | NA | 0.77 | 1.41 | 0.94 | 0.06 | 0.46 | 0.49 | 1.12 | 0.73 | 1.23 | -1.4 | 0.67 | 0.39 | 2.72 | -0.3 | 3.34 | 0.76 | -0.14 | 1.11 | 2.0 |
| Draw Down(%) | NA | 5.5 | 5.5 | 8.2 | 23.9 | 23.9 | 23.9 | 8.2 | 3.5 | 7.4 | 19.8 | 5.1 | 22.3 | 3.1 | 11.9 | 1.1 | 6.9 | 8.3 | 5.4 | 3.0 |
| Standard Deviation(%) | NA | 7.8 | 6.5 | 7.4 | 9.1 | 9.9 | 9.5 | 8.2 | 6.6 | 7.3 | 13.4 | 8.1 | 18.6 | 6.4 | 10.6 | 3.9 | 8.5 | 8.7 | 6.9 | 6.5 |
| Treynor Ratio | NA | 0.08 | 0.12 | 0.09 | 0.01 | 0.05 | 0.06 | 0.11 | 0.06 | 0.11 | -0.22 | 0.07 | 0.09 | 0.21 | -0.04 | 0.16 | 0.08 | -0.01 | 0.09 | 0.16 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 0.75 | 0.76 | 0.81 | 0.83 | 0.83 | 0.83 | 0.82 | 0.82 | 0.83 | 0.85 | 0.77 | 0.82 | 0.83 | 0.87 | 0.84 | 0.82 | 0.81 | 0.84 | 0.82 |
| RSquared | NA | 0.96 | 0.95 | 0.96 | 0.9 | 0.89 | 0.9 | 0.97 | 0.96 | 0.96 | 0.93 | 0.63 | 0.92 | 0.94 | 0.7 | 0.94 | 0.98 | 0.98 | 0.97 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 14.6 | 6.1 | 3.9 | 2.7 | 4.8 | 1.8 | 9.5 | 10.5 | 3.6 | 3.0 | 3.2 | 2.9 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 146.9 | 69.0 | 16.9 | -44.2 | 187.7 | -79.6 | -20.9 | 223.0 | 27.0 | -13.0 | 17.7 | 85.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2013
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