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ARDOX: ONE CHOICE 2045 PORTFOLIO R6 R6 CLASS (MUTUAL FUND)
Basic Info 9.76 0.17(1.71%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 08/02/2013 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 21.19% |
| Expenses | 0.87% |
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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(%) | -1.6 | 5.1 | 15.5 | 12.7 | 3.2 | 7.2 | 7.0 | 14.6 | 10.8 | 14.7 | -22.0 | 6.0 | 7.8 | 23.1 | -2.8 | 17.8 | 7.6 | -1.1 | 8.9 | 6.6 |
| Sharpe Ratio | NA | 0.91 | 1.46 | 0.97 | 0.05 | 0.42 | 0.45 | 1.05 | 0.86 | 1.21 | -1.29 | 0.53 | 0.3 | 2.47 | -0.33 | 3.31 | 0.66 | -0.1 | 0.98 | 2.03 |
| Draw Down(%) | NA | 7.2 | 7.2 | 11.6 | 28.6 | 28.6 | 28.6 | 11.6 | 4.5 | 9.5 | 23.1 | 7.3 | 27.8 | 4.6 | 15.5 | 1.5 | 9.3 | 10.6 | 7.0 | 3.8 |
| Standard Deviation(%) | NA | 10.6 | 8.8 | 9.8 | 12.2 | 13.2 | 12.7 | 11.2 | 8.4 | 9.3 | 18.2 | 11.2 | 25.3 | 8.8 | 12.7 | 5.2 | 11.2 | 11.5 | 9.1 | 8.2 |
| Treynor Ratio | NA | 0.12 | 0.16 | 0.12 | 0.01 | 0.07 | 0.07 | 0.14 | 0.09 | 0.13 | -0.27 | 0.07 | 0.09 | 0.44 | -0.05 | 0.2 | 0.09 | -0.01 | 0.1 | 0.19 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.03 | -0.02 | -0.02 | 0.04 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 0.79 | 0.8 | 0.82 | 0.84 | 0.8 | 0.81 | 0.83 | 0.82 | 0.85 | 0.86 | 0.8 | 0.83 | 0.49 | 0.77 | 0.87 | 0.87 | 0.87 | 0.91 | 0.9 |
| RSquared | NA | 0.97 | 0.96 | 0.97 | 0.88 | 0.86 | 0.87 | 0.98 | 0.96 | 0.97 | 0.87 | 0.65 | 0.9 | 0.6 | 0.79 | 0.95 | 0.98 | 0.98 | 0.97 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 22.1 | 9.3 | 4.7 | 2.6 | 6.2 | 1.9 | 15.0 | 14.0 | 4.1 | 3.3 | 4.1 | 3.2 | 1.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 142.5 | 117.1 | 34.8 | -57.5 | 249.3 | -86.4 | -12.4 | 284.4 | 31.7 | -23.2 | 36.1 | 72.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2013
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