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ARFWX: ONE CHOICE 2050 PORTFOLIO R CLASS (MUTUAL FUND)
Basic Info 15.45 0.31(1.97%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/04/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 13.43% |
| 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 5.0 | 15.5 | 12.5 | 3.6 | 7.4 | 7.4 | 6.3 | 14.2 | 10.6 | 14.6 | -21.7 | 8.9 | 10.6 | 23.4 | -6.2 | 17.9 | 6.9 | -2.0 | 8.0 | 21.0 | 14.7 | -1.5 | 15.8 | 26.0 | -32.4 |
| Sharpe Ratio | NA | 0.83 | 1.34 | 0.87 | 0.09 | 0.41 | NA | 0.33 | 0.93 | 0.78 | 1.11 | -1.23 | 0.83 | 0.39 | 2.35 | -0.6 | 3.18 | 0.57 | -0.17 | 0.87 | 2.26 | 1.08 | -0.07 | 0.97 | 1.11 | -1.2 |
| Draw Down(%) | NA | 7.9 | 7.9 | 12.6 | 28.0 | 29.5 | NA | 47.1 | 12.6 | 5.2 | 10.3 | 24.3 | 5.1 | 29.5 | 5.0 | 17.2 | 1.6 | 9.8 | 11.2 | 7.3 | 5.9 | 9.2 | 18.5 | 12.5 | 22.7 | 44.3 |
| Standard Deviation(%) | NA | 11.6 | 9.6 | 10.6 | 12.7 | 13.9 | NA | 16.2 | 12.2 | 9.0 | 9.9 | 18.9 | 10.7 | 26.7 | 9.4 | 12.9 | 5.4 | 11.7 | 12.0 | 9.3 | 9.3 | 13.6 | 20.8 | 16.1 | 23.4 | 41.4 |
| Treynor Ratio | NA | 0.12 | 0.18 | 0.14 | 0.02 | 0.08 | NA | 0.07 | 0.18 | 0.11 | 0.15 | -0.31 | 0.12 | 0.15 | 0.3 | -0.1 | 0.23 | 0.08 | -0.03 | 0.1 | 0.26 | 0.18 | -0.02 | 0.18 | 0.31 | -0.62 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | 0.01 | -0.02 | -0.02 | -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 | 0.76 | 0.87 | 0.75 | 0.79 | 0.81 | 0.83 | 0.87 | 0.88 | 0.84 | 0.8 |
| RSquared | NA | 0.9 | 0.85 | 0.88 | 0.88 | 0.88 | NA | 0.91 | 0.91 | 0.86 | 0.89 | 0.89 | 0.83 | 0.85 | 0.96 | 0.94 | 0.87 | 0.94 | 0.96 | 0.95 | 0.93 | 0.61 | 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 | 13.9 | 4.7 | 1.6 | 0.9 | 3.7 | 0.4 | 9.3 | 8.3 | 2.9 | 3.5 | 5.8 | 4.2 | 3.0 | 1.9 | 1.2 | 1.3 | 0.5 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 216.7 | 217.8 | 41.3 | -74.1 | 1028.6 | -95.6 | -6.2 | 228.4 | -12.4 | -45.2 | 45.2 | 60.4 | 78.3 | 60.7 | 1.8 | 205.6 | -30.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2008
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