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ARDTX: ONE CHOICE IN RETIREMENT PORTFOLIO R6 R6 CLASS (MUTUAL FUND)
Basic Info 9.39 0.1(1.05%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 08/02/2013 |
| Last Dividend Date: | 03/12/2026 |
| 12-Mo. Yield | 11.87% |
| Expenses | 0.75% |
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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 | 3.3 | 10.9 | 9.6 | 2.9 | 5.2 | 5.0 | 11.3 | 7.9 | 11.4 | -15.5 | 3.8 | 5.5 | 16.3 | -1.4 | 10.5 | 6.2 | -1.3 | 6.6 | 3.9 |
| Sharpe Ratio | NA | 0.75 | 1.38 | 0.93 | 0.04 | 0.43 | 0.48 | 1.14 | 0.72 | 1.17 | -1.44 | 0.5 | 0.34 | 2.95 | -0.38 | 3.16 | 0.92 | -0.21 | 1.32 | 1.97 |
| Draw Down(%) | NA | 5.0 | 5.0 | 7.2 | 22.1 | 22.1 | 22.1 | 7.2 | 3.2 | 6.5 | 17.7 | 5.3 | 18.8 | 2.1 | 9.2 | 1.0 | 5.0 | 6.3 | 4.0 | 2.4 |
| Standard Deviation(%) | NA | 7.2 | 6.0 | 6.8 | 8.2 | 8.4 | 7.9 | 7.4 | 6.0 | 6.7 | 11.8 | 7.5 | 15.4 | 5.0 | 7.3 | 3.1 | 6.5 | 6.6 | 5.0 | 5.0 |
| Treynor Ratio | NA | 0.05 | 0.07 | 0.05 | 0.0 | 0.03 | 0.03 | 0.06 | 0.04 | 0.07 | -0.13 | 0.03 | 0.04 | 0.11 | -0.02 | 0.08 | 0.04 | -0.01 | 0.05 | 0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.03 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 1.11 | 1.13 | 1.18 | 1.21 | 1.31 | 1.33 | 1.35 | 1.16 | 1.06 | 1.26 | 1.2 | 1.48 | 1.4 | 1.54 | 1.18 | 1.46 | 1.45 | 1.43 | 1.3 |
| RSquared | NA | 0.94 | 0.92 | 0.89 | 0.81 | 0.82 | 0.83 | 0.92 | 0.89 | 0.84 | 0.87 | 0.45 | 0.86 | 0.81 | 0.82 | 0.71 | 0.89 | 0.89 | 0.83 | 0.9 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | 12.5 | 6.0 | 6.4 | 3.4 | 5.1 | 2.1 | 10.1 | 9.7 | 3.4 | 2.9 | 4.1 | 3.2 | 1.6 |
| Dividend Growth(%) | N/A | -96.5 | N/A | N/A | N/A | N/A | N/A | 113.8 | -2.7 | 53.9 | -34.4 | 152.1 | -78.0 | -8.3 | 208.0 | 20.9 | -33.3 | 31.5 | 113.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2013
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