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AROAX: ONE CHOICE 2045 PORTFOLIO A CLASS (MUTUAL FUND)
Basic Info 18.52 0.33(1.75%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 11.71% |
| Expenses | 0.87% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 4.7 | 14.7 | 12.0 | 3.6 | 7.2 | 7.3 | 6.5 | 6.6 | 13.8 | 10.1 | 14.1 | -20.5 | 7.7 | 10.0 | 22.4 | -5.2 | 17.2 | 7.0 | -1.7 | 8.2 | 20.7 | 14.7 | -0.9 | 15.1 | 26.0 | -33.8 | 10.5 | 14.2 | 4.7 | 1.6 |
| Sharpe Ratio | NA | 1.33 | 1.71 | 1.0 | 0.12 | 0.45 | NA | NA | 0.36 | 0.99 | 0.77 | 1.14 | -1.27 | 0.76 | 0.39 | 2.42 | -0.55 | 3.19 | 0.61 | -0.15 | 0.9 | 2.31 | 1.13 | -0.05 | 0.97 | 1.14 | -1.06 | 0.52 | 1.16 | 0.27 | 9.18 |
| Draw Down(%) | NA | 7.3 | 7.3 | 11.5 | 27.4 | 27.7 | NA | NA | 49.1 | 11.5 | 4.6 | 9.6 | 23.5 | 5.3 | 27.7 | 4.6 | 16.0 | 1.6 | 9.3 | 10.9 | 7.1 | 5.8 | 8.9 | 17.8 | 12.3 | 22.0 | 44.4 | 9.2 | 9.8 | 6.3 | 0.2 |
| Standard Deviation(%) | NA | 10.5 | 8.6 | 9.7 | 11.7 | 12.8 | NA | NA | 14.9 | 11.2 | 8.4 | 9.2 | 17.3 | 10.1 | 24.6 | 8.6 | 12.1 | 5.2 | 11.1 | 11.5 | 9.1 | 8.9 | 13.1 | 20.1 | 15.5 | 22.8 | 32.6 | 14.1 | 9.4 | 8.9 | 5.0 |
| Treynor Ratio | NA | 0.17 | 0.18 | 0.12 | 0.02 | 0.07 | NA | NA | 0.06 | 0.14 | 0.08 | 0.13 | -0.26 | 0.1 | 0.12 | 0.42 | -0.09 | 0.19 | 0.08 | -0.02 | 0.09 | 0.24 | 0.17 | -0.01 | 0.16 | 0.29 | -0.39 | 0.08 | 0.12 | 0.03 | 0.57 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.03 | -0.02 | -0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 | 0.05 |
| Beta | NA | 0.82 | 0.8 | 0.82 | 0.84 | 0.8 | NA | NA | 0.86 | 0.81 | 0.82 | 0.83 | 0.86 | 0.8 | 0.83 | 0.49 | 0.77 | 0.87 | 0.86 | 0.87 | 0.91 | 0.86 | 0.85 | 0.91 | 0.91 | 0.9 | 0.88 | 0.96 | 0.9 | 0.95 | 0.8 |
| RSquared | NA | 0.98 | 0.94 | 0.96 | 0.93 | 0.9 | NA | NA | 0.93 | 0.96 | 0.97 | 0.93 | 0.94 | 0.78 | 0.95 | 0.63 | 0.86 | 0.95 | 0.98 | 0.98 | 0.98 | 0.94 | 0.61 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.86 | 0.87 | 0.84 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.1 | 4.9 | 2.2 | 1.2 | 3.4 | 0.6 | 9.8 | 9.1 | 3.5 | 3.9 | 7.1 | 4.9 | 3.5 | 2.3 | 1.4 | 1.3 | 1.2 | 3.0 | 3.4 | 5.6 | 0.0 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 160.6 | 150.6 | 47.0 | -64.4 | 534.0 | -93.3 | -8.8 | 196.3 | -6.6 | -49.6 | 49.7 | 58.8 | 73.2 | 56.8 | 26.6 | 39.0 | -74.9 | -5.7 | -36.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
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