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ARFVX: ONE CHOICE 2050 PORTFOLIO INVESTOR CLASS (MUTUAL FUND)
Basic Info 15.47 0.3(1.90%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 06/04/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 13.97% |
| Expenses | 0.54% |
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Performance Analytics (As of 06/05/2026)
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 | 5.3 | 16.1 | 13.1 | 4.2 | 8.0 | 8.0 | 7.0 | 14.8 | 11.3 | 15.2 | -21.4 | 9.5 | 11.1 | 24.1 | -5.3 | 18.6 | 7.4 | -1.6 | 8.6 | 21.6 | 15.4 | -1.0 | 16.3 | 26.7 | -32.2 |
| Sharpe Ratio | NA | 1.43 | 1.77 | 1.04 | 0.17 | 0.47 | NA | 0.37 | 0.98 | 0.85 | 1.17 | -1.22 | 0.88 | 0.4 | 2.43 | -0.52 | 3.27 | 0.62 | -0.14 | 0.92 | 2.36 | 1.14 | -0.05 | 1.0 | 1.13 | -1.2 |
| Draw Down(%) | NA | 7.8 | 7.8 | 12.6 | 27.7 | 29.5 | NA | 46.8 | 12.6 | 5.1 | 10.1 | 24.1 | 5.0 | 29.5 | 5.0 | 16.8 | 1.6 | 9.7 | 11.1 | 7.2 | 5.9 | 9.2 | 18.3 | 12.4 | 22.6 | 44.2 |
| Standard Deviation(%) | NA | 11.2 | 9.3 | 10.5 | 12.6 | 13.8 | NA | 16.2 | 12.1 | 9.0 | 9.9 | 18.8 | 10.7 | 26.7 | 9.3 | 13.0 | 5.5 | 11.7 | 11.9 | 9.3 | 9.1 | 13.6 | 20.9 | 16.1 | 23.4 | 41.4 |
| Treynor Ratio | NA | 0.2 | 0.23 | 0.16 | 0.03 | 0.09 | NA | 0.08 | 0.19 | 0.12 | 0.16 | -0.31 | 0.13 | 0.15 | 0.31 | -0.09 | 0.23 | 0.08 | -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 | 0.71 | 0.67 | 0.7 | 0.71 | NA | 0.77 | 0.62 | 0.66 | 0.71 | 0.73 | 0.74 | 0.71 | 0.73 | 0.73 | 0.77 | 0.86 | 0.75 | 0.8 | 0.79 | 0.83 | 0.87 | 0.88 | 0.84 | 0.8 |
| RSquared | NA | 0.89 | 0.84 | 0.88 | 0.88 | 0.88 | NA | 0.91 | 0.91 | 0.86 | 0.89 | 0.89 | 0.83 | 0.85 | 0.96 | 0.93 | 0.87 | 0.94 | 0.96 | 0.96 | 0.92 | 0.6 | 0.96 | 0.97 | 0.96 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.5 | 5.2 | 2.2 | 1.3 | 4.3 | 0.9 | 9.9 | 9.2 | 3.5 | 4.1 | 6.3 | 4.8 | 3.6 | 2.5 | 1.7 | 1.9 | 1.2 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 194.4 | 165.3 | 29.7 | -67.2 | 394.6 | -89.1 | -9.7 | 204.6 | -9.3 | -41.7 | 39.3 | 51.8 | 64.8 | 46.5 | 0.0 | 101.3 | 11.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2008
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