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AREMX: ONE CHOICE 2055 PORTFOLIO A CLASS (MUTUAL FUND)
Basic Info 18.13 0.38(2.05%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 04/07/2011 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 12.66% |
| Expenses | 0.54% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 5.7 | 16.8 | 13.6 | 4.4 | 8.2 | 8.1 | 7.9 | 15.2 | 11.9 | 15.4 | -21.5 | 9.7 | 12.7 | 24.2 | -6.2 | 18.8 | 7.2 | -1.8 | 8.5 | 21.9 | 15.2 | -6.4 |
| Sharpe Ratio | NA | 0.9 | 1.39 | 0.91 | 0.14 | 0.46 | NA | 0.48 | 0.94 | 0.86 | 1.14 | -1.17 | 0.87 | 0.45 | 2.36 | -0.57 | 3.18 | 0.58 | -0.15 | 0.88 | 2.33 | 1.11 | -0.36 |
| Draw Down(%) | NA | 8.3 | 8.3 | 13.6 | 28.3 | 30.2 | NA | 30.2 | 13.6 | 5.7 | 10.7 | 24.7 | 5.3 | 30.2 | 5.2 | 17.6 | 1.7 | 10.1 | 11.6 | 7.5 | 5.9 | 9.4 | 18.6 |
| Standard Deviation(%) | NA | 12.4 | 10.2 | 11.3 | 13.4 | 14.4 | NA | 14.2 | 13.2 | 9.6 | 10.4 | 19.6 | 11.1 | 27.2 | 9.6 | 13.3 | 5.7 | 12.1 | 12.5 | 9.6 | 9.4 | 13.8 | 23.6 |
| Treynor Ratio | NA | 0.13 | 0.18 | 0.14 | 0.03 | 0.09 | NA | 0.09 | 0.18 | 0.12 | 0.16 | -0.3 | 0.13 | 0.17 | 0.3 | -0.1 | 0.23 | 0.08 | -0.02 | 0.1 | 0.27 | 0.18 | -0.1 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | 0.01 | -0.02 | -0.02 | -0.04 | -0.04 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.02 |
| Beta | NA | 0.84 | 0.79 | 0.72 | 0.74 | 0.75 | NA | 0.77 | 0.68 | 0.71 | 0.74 | 0.77 | 0.77 | 0.73 | 0.76 | 0.75 | 0.8 | 0.9 | 0.79 | 0.83 | 0.82 | 0.84 | 0.88 |
| RSquared | NA | 0.9 | 0.88 | 0.89 | 0.89 | 0.89 | NA | 0.89 | 0.94 | 0.88 | 0.87 | 0.91 | 0.83 | 0.86 | 0.96 | 0.94 | 0.88 | 0.94 | 0.96 | 0.96 | 0.93 | 0.61 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 13.2 | 4.1 | 1.5 | 1.0 | 4.0 | 0.6 | 8.5 | 7.7 | 2.8 | 3.2 | 4.6 | 3.6 | 2.8 | 1.5 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 246.0 | 216.3 | 12.2 | -72.6 | 617.4 | -91.6 | -5.8 | 219.8 | -7.1 | -36.0 | 35.2 | 51.8 | 109.1 | 81.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2011
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