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ARFEX: ONE CHOICE 2050 PORTFOLIO R6 R6 CLASS (MUTUAL FUND)
Basic Info 12.95 0.25(1.89%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 08/02/2013 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 16.73% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 5.5 | 16.5 | 13.5 | 4.3 | 8.4 | 7.9 | 15.2 | 11.7 | 15.5 | -21.6 | 9.3 | 10.8 | 26.0 | -4.3 | 18.9 | 7.8 | -1.3 | 8.9 | 6.8 |
| Sharpe Ratio | NA | 0.93 | 1.46 | 0.97 | 0.14 | 0.48 | 0.49 | 1.02 | 0.9 | 1.2 | -1.21 | 0.86 | 0.39 | 2.58 | -0.43 | 3.32 | 0.64 | -0.11 | 0.96 | 2.05 |
| Draw Down(%) | NA | 7.7 | 7.7 | 12.5 | 27.8 | 29.5 | 29.5 | 12.5 | 5.2 | 10.1 | 23.8 | 5.3 | 29.5 | 5.0 | 16.5 | 1.6 | 9.7 | 11.1 | 7.2 | 3.9 |
| Standard Deviation(%) | NA | 11.5 | 9.5 | 10.5 | 12.7 | 13.9 | 13.3 | 12.1 | 9.0 | 9.9 | 19.1 | 10.8 | 26.9 | 9.5 | 13.2 | 5.5 | 11.7 | 12.0 | 9.3 | 8.4 |
| Treynor Ratio | NA | 0.14 | 0.19 | 0.15 | 0.03 | 0.09 | 0.09 | 0.2 | 0.12 | 0.17 | -0.31 | 0.13 | 0.15 | 0.34 | -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 | 0.0 |
| Beta | NA | 0.78 | 0.72 | 0.66 | 0.7 | 0.71 | 0.72 | 0.62 | 0.66 | 0.71 | 0.74 | 0.74 | 0.71 | 0.73 | 0.73 | 0.77 | 0.86 | 0.76 | 0.8 | 0.81 |
| RSquared | NA | 0.9 | 0.85 | 0.88 | 0.86 | 0.86 | 0.88 | 0.91 | 0.86 | 0.88 | 0.87 | 0.81 | 0.84 | 0.92 | 0.9 | 0.87 | 0.94 | 0.96 | 0.95 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 17.3 | 6.5 | 3.0 | 1.8 | 5.3 | 1.5 | 12.9 | 10.9 | 3.5 | 3.6 | 4.2 | 3.2 | 2.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 181.4 | 141.6 | 26.0 | -63.6 | 279.3 | -86.7 | -0.8 | 261.8 | 3.5 | -20.6 | 38.2 | 63.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2013
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