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AROIX: ONE CHOICE 2045 PORTFOLIO INVESTOR CLASS (MUTUAL FUND)
Basic Info 18.55 0.33(1.75%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 11.97% |
| Expenses | 0.88% |
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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 | 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 | 4.8 | 15.0 | 12.3 | 3.8 | 7.5 | 7.6 | 6.8 | 6.9 | 14.1 | 10.4 | 14.3 | -20.3 | 8.0 | 10.3 | 22.6 | -4.7 | 17.5 | 7.1 | -1.4 | 8.4 | 21.1 | 15.0 | -0.8 | 15.5 | 26.4 | -33.6 | 10.7 | 14.5 | 4.7 | 1.5 |
| Sharpe Ratio | NA | 1.35 | 1.74 | 1.03 | 0.15 | 0.47 | NA | NA | 0.38 | 1.01 | 0.81 | 1.17 | -1.26 | 0.79 | 0.41 | 2.45 | -0.5 | 3.24 | 0.62 | -0.12 | 0.93 | 2.34 | 1.15 | -0.04 | 0.99 | 1.16 | -1.06 | 0.54 | 1.17 | 0.27 | 8.98 |
| Draw Down(%) | NA | 7.3 | 7.3 | 11.6 | 27.3 | 27.7 | NA | NA | 49.0 | 11.6 | 4.6 | 9.5 | 23.3 | 5.2 | 27.7 | 4.6 | 15.7 | 1.6 | 9.3 | 10.8 | 7.0 | 5.8 | 8.8 | 17.7 | 12.2 | 22.0 | 44.3 | 9.1 | 9.8 | 6.2 | 0.2 |
| Standard Deviation(%) | NA | 10.6 | 8.7 | 9.8 | 11.7 | 12.8 | NA | NA | 14.9 | 11.2 | 8.4 | 9.2 | 17.4 | 10.1 | 24.6 | 8.6 | 12.1 | 5.2 | 11.2 | 11.5 | 9.0 | 9.0 | 13.2 | 20.1 | 15.5 | 22.7 | 32.6 | 14.1 | 9.5 | 9.0 | 5.0 |
| Treynor Ratio | NA | 0.17 | 0.19 | 0.12 | 0.02 | 0.08 | NA | NA | 0.07 | 0.14 | 0.08 | 0.13 | -0.25 | 0.1 | 0.12 | 0.43 | -0.08 | 0.19 | 0.08 | -0.02 | 0.09 | 0.24 | 0.18 | -0.01 | 0.17 | 0.29 | -0.39 | 0.08 | 0.12 | 0.03 | 0.55 |
| 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 | 0.01 | 0.01 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 | 0.04 |
| Beta | NA | 0.82 | 0.81 | 0.83 | 0.84 | 0.8 | NA | NA | 0.86 | 0.82 | 0.82 | 0.84 | 0.86 | 0.79 | 0.83 | 0.49 | 0.76 | 0.87 | 0.87 | 0.87 | 0.91 | 0.86 | 0.85 | 0.91 | 0.91 | 0.9 | 0.88 | 0.97 | 0.9 | 0.95 | 0.81 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.94 | 0.91 | NA | NA | 0.93 | 0.98 | 0.97 | 0.97 | 0.94 | 0.77 | 0.95 | 0.63 | 0.85 | 0.95 | 0.98 | 0.98 | 0.98 | 0.95 | 0.61 | 0.97 | 0.99 | 0.97 | 0.97 | 0.99 | 0.85 | 0.85 | 0.85 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.4 | 5.2 | 2.5 | 1.4 | 3.7 | 0.9 | 10.2 | 9.6 | 3.8 | 4.2 | 7.3 | 5.2 | 3.8 | 2.6 | 1.7 | 1.6 | 1.5 | 3.1 | 3.6 | 5.9 | 0.0 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 152.3 | 134.3 | 40.5 | -61.1 | 362.5 | -90.3 | -10.3 | 187.3 | -5.4 | -48.0 | 46.6 | 54.8 | 67.1 | 50.5 | 21.9 | 33.1 | -69.8 | -8.3 | -34.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
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