It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
AREUX: ONE CHOICE 2055 PORTFOLIO R6 R6 CLASS (MUTUAL FUND)
Basic Info 14.09 0.29(2.02%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 08/02/2013 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 16.69% |
| Expenses | 0.54% |
| Sign up to get fund ranking change alerts | |
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(%) | -1.9 | 5.9 | 17.5 | 14.3 | 4.7 | 8.8 | 8.2 | 15.9 | 12.5 | 16.1 | -21.8 | 9.6 | 12.5 | 25.2 | -4.6 | 19.4 | 8.0 | -1.3 | 9.2 | 7.0 |
| Sharpe Ratio | NA | 0.97 | 1.45 | 0.98 | 0.16 | 0.49 | 0.5 | 0.99 | 0.93 | 1.2 | -1.17 | 0.84 | 0.44 | 2.45 | -0.44 | 3.31 | 0.64 | -0.11 | 0.96 | 2.02 |
| Draw Down(%) | NA | 8.2 | 8.2 | 13.5 | 28.5 | 30.2 | 30.2 | 13.5 | 5.7 | 10.5 | 24.3 | 5.6 | 30.2 | 5.2 | 17.1 | 1.7 | 10.0 | 11.4 | 7.4 | 3.9 |
| Standard Deviation(%) | NA | 12.3 | 10.3 | 11.3 | 13.5 | 14.5 | 13.8 | 13.2 | 9.6 | 10.5 | 19.9 | 11.4 | 27.5 | 9.7 | 13.6 | 5.7 | 12.1 | 12.4 | 9.6 | 8.8 |
| Treynor Ratio | NA | 0.14 | 0.19 | 0.15 | 0.03 | 0.1 | 0.09 | 0.19 | 0.13 | 0.17 | -0.3 | 0.12 | 0.17 | 0.32 | -0.08 | 0.24 | 0.09 | -0.02 | 0.11 | 0.21 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.01 | -0.02 | -0.01 | -0.04 | -0.04 | -0.01 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.84 | 0.78 | 0.72 | 0.74 | 0.75 | 0.76 | 0.68 | 0.71 | 0.76 | 0.77 | 0.77 | 0.73 | 0.75 | 0.76 | 0.79 | 0.89 | 0.78 | 0.82 | 0.85 |
| RSquared | NA | 0.9 | 0.86 | 0.89 | 0.88 | 0.88 | 0.89 | 0.92 | 0.87 | 0.89 | 0.89 | 0.8 | 0.86 | 0.93 | 0.91 | 0.87 | 0.94 | 0.96 | 0.96 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 17.3 | 5.9 | 2.7 | 1.8 | 5.6 | 1.6 | 11.2 | 10.1 | 3.8 | 3.3 | 4.1 | 2.6 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 212.9 | 151.5 | 10.8 | -65.4 | 293.4 | -84.0 | -7.2 | 211.1 | 23.0 | -25.6 | 70.8 | 76.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2013
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2051+ Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051+
Best Mutual Funds
- JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) (100%)
- LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) (98%)
- LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) (97%)
- TRRNX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND) (93%)
- FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) (92%)
- LPVKX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES) (90%)
- LPVAX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES) (89%)
- LPVRX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES) (87%)
- LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) (85%)
- LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) (84%)
Latest Articles Related to AREUX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
