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
ARFSX: ONE CHOICE 2050 PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 15.5 0.3(1.90%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 06/04/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 14.16% |
| Expenses | 0.54% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 5.4 | 16.3 | 13.3 | 4.4 | 8.3 | 8.2 | 7.2 | 15.0 | 11.4 | 15.4 | -21.1 | 9.6 | 11.4 | 24.3 | -5.0 | 18.8 | 7.6 | -1.3 | 8.7 | 21.9 | 15.5 | -0.8 | 16.3 | 27.1 | -32.2 |
| Sharpe Ratio | NA | 1.44 | 1.78 | 1.06 | 0.19 | 0.49 | NA | 0.38 | 1.0 | 0.86 | 1.2 | -1.2 | 0.9 | 0.41 | 2.44 | -0.49 | 3.33 | 0.63 | -0.11 | 0.94 | 2.38 | 1.14 | -0.04 | 1.01 | 1.15 | -1.19 |
| Draw Down(%) | NA | 7.7 | 7.7 | 12.6 | 27.5 | 29.5 | NA | 46.8 | 12.6 | 5.1 | 10.1 | 23.9 | 5.0 | 29.5 | 5.0 | 16.6 | 1.6 | 9.7 | 11.1 | 7.2 | 5.8 | 9.1 | 18.3 | 12.5 | 22.6 | 44.1 |
| Standard Deviation(%) | NA | 11.3 | 9.3 | 10.5 | 12.6 | 13.8 | NA | 16.2 | 12.2 | 9.0 | 9.9 | 18.9 | 10.7 | 26.8 | 9.3 | 13.0 | 5.5 | 11.7 | 11.9 | 9.2 | 9.2 | 13.6 | 20.8 | 16.1 | 23.5 | 41.5 |
| Treynor Ratio | NA | 0.21 | 0.23 | 0.17 | 0.03 | 0.1 | NA | 0.08 | 0.2 | 0.12 | 0.17 | -0.31 | 0.13 | 0.16 | 0.31 | -0.09 | 0.24 | 0.09 | -0.02 | 0.11 | 0.27 | 0.19 | -0.01 | 0.18 | 0.32 | -0.62 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | 0.01 | -0.02 | -0.01 | -0.04 | -0.04 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | -0.05 |
| Beta | NA | 0.79 | 0.72 | 0.67 | 0.7 | 0.71 | NA | 0.77 | 0.62 | 0.66 | 0.71 | 0.74 | 0.74 | 0.71 | 0.73 | 0.73 | 0.77 | 0.86 | 0.75 | 0.79 | 0.8 | 0.83 | 0.87 | 0.88 | 0.85 | 0.8 |
| RSquared | NA | 0.89 | 0.84 | 0.88 | 0.88 | 0.88 | NA | 0.91 | 0.92 | 0.86 | 0.88 | 0.89 | 0.83 | 0.85 | 0.96 | 0.92 | 0.87 | 0.94 | 0.95 | 0.95 | 0.92 | 0.6 | 0.95 | 0.97 | 0.96 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.7 | 5.5 | 2.4 | 1.5 | 4.5 | 1.2 | 10.1 | 9.6 | 3.7 | 4.3 | 6.5 | 5.0 | 3.8 | 2.7 | 1.9 | 2.0 | 1.4 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 186.7 | 150.8 | 27.2 | -65.0 | 317.4 | -86.7 | -10.9 | 196.6 | -8.0 | -40.6 | 37.4 | 49.1 | 61.0 | 42.7 | 6.0 | 75.0 | 21.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2008
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 2046-2050 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2046-2050
Best Mutual Funds
- PPLIX (PRINCIPAL LIFETIME 2050 FUND INSTITUTIONAL CLASS) (100%)
- PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) (99%)
- ARFSX (ONE CHOICE 2050 PORTFOLIO I CLASS) (96%)
- ARFVX (ONE CHOICE 2050 PORTFOLIO INVESTOR CLASS) (95%)
- FFFHX (FIDELITY FREEDOM 2050 FUND FIDELITY FREEDOM 2050 FUND) (94%)
- FFFPX (FIDELITY ADVISOR FREEDOM 2050 FUND CLASS I) (93%)
- JTSIX (JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS) (92%)
- JTSSX (JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS) (90%)
- LPRFX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES) (89%)
- LPSGX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K) (88%)
Latest Articles Related to ARFSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
