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AREVX: ONE CHOICE 2055 PORTFOLIO INVESTOR CLASS (MUTUAL FUND)
Basic Info 18.17 0.38(2.05%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 04/01/2011 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 13.01% |
| 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 | 17.1 | 13.9 | 4.7 | 8.5 | 8.4 | 8.2 | 15.5 | 12.1 | 15.8 | -21.3 | 10.0 | 13.0 | 24.5 | -5.8 | 19.0 | 7.6 | -1.6 | 8.8 | 22.2 | 15.5 | -6.0 |
| Sharpe Ratio | NA | 0.91 | 1.41 | 0.93 | 0.16 | 0.48 | NA | 0.5 | 0.96 | 0.87 | 1.17 | -1.16 | 0.89 | 0.46 | 2.41 | -0.54 | 3.25 | 0.61 | -0.13 | 0.91 | 2.36 | 1.13 | -0.34 |
| Draw Down(%) | NA | 8.3 | 8.3 | 13.6 | 28.2 | 30.2 | NA | 30.2 | 13.6 | 5.7 | 10.6 | 24.5 | 5.3 | 30.2 | 5.2 | 17.4 | 1.7 | 10.0 | 11.5 | 7.5 | 5.9 | 9.3 | 18.5 |
| Standard Deviation(%) | NA | 12.4 | 10.3 | 11.4 | 13.4 | 14.4 | NA | 14.3 | 13.2 | 9.8 | 10.5 | 19.7 | 11.2 | 27.4 | 9.6 | 13.4 | 5.7 | 12.0 | 12.5 | 9.6 | 9.4 | 13.9 | 23.6 |
| Treynor Ratio | NA | 0.13 | 0.19 | 0.15 | 0.03 | 0.09 | NA | 0.09 | 0.19 | 0.12 | 0.16 | -0.29 | 0.13 | 0.17 | 0.31 | -0.09 | 0.23 | 0.08 | -0.02 | 0.11 | 0.27 | 0.18 | -0.09 |
| 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 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 |
| Beta | NA | 0.85 | 0.78 | 0.72 | 0.74 | 0.75 | NA | 0.78 | 0.68 | 0.7 | 0.76 | 0.77 | 0.78 | 0.73 | 0.75 | 0.76 | 0.8 | 0.89 | 0.79 | 0.83 | 0.82 | 0.85 | 0.89 |
| RSquared | NA | 0.9 | 0.86 | 0.88 | 0.88 | 0.89 | NA | 0.88 | 0.92 | 0.81 | 0.9 | 0.91 | 0.84 | 0.86 | 0.96 | 0.93 | 0.87 | 0.95 | 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 | 13.5 | 4.4 | 1.8 | 1.2 | 4.3 | 0.9 | 8.8 | 8.2 | 3.1 | 3.5 | 4.9 | 3.9 | 3.1 | 1.8 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 230.9 | 183.5 | 11.5 | -69.4 | 420.6 | -88.1 | -7.7 | 207.3 | -5.9 | -34.0 | 32.6 | 47.0 | 95.3 | 75.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2011
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