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
ARORX: ONE CHOICE 2045 PORTFOLIO R CLASS (MUTUAL FUND)
Basic Info 18.53 0.33(1.75%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 11.44% |
| Expenses | 0.87% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| 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 | 4.6 | 14.5 | 11.8 | 3.3 | 6.9 | 7.0 | 6.2 | 6.2 | 13.5 | 9.8 | 13.8 | -20.7 | 7.4 | 9.8 | 22.1 | -5.7 | 16.9 | 6.7 | -1.9 | 7.9 | 20.5 | 14.4 | -1.3 | 14.9 | 25.7 | -34.0 | 10.3 | 14.0 | 4.7 | 1.6 |
| Sharpe Ratio | NA | 0.81 | 1.33 | 0.87 | 0.06 | 0.41 | NA | NA | 0.33 | 0.95 | 0.74 | 1.12 | -1.28 | 0.73 | 0.39 | 2.39 | -0.59 | 3.17 | 0.58 | -0.17 | 0.88 | 2.28 | 1.09 | -0.06 | 0.96 | 1.13 | -1.07 | 0.51 | 1.12 | 0.28 | 9.38 |
| Draw Down(%) | NA | 7.3 | 7.3 | 11.6 | 27.6 | 27.8 | NA | NA | 49.4 | 11.6 | 4.6 | 9.6 | 23.7 | 5.3 | 27.8 | 4.7 | 16.2 | 1.6 | 9.4 | 10.9 | 7.1 | 5.8 | 8.9 | 17.9 | 12.3 | 22.1 | 44.6 | 9.2 | 9.9 | 6.3 | 0.2 |
| Standard Deviation(%) | NA | 10.7 | 8.8 | 9.8 | 11.7 | 12.8 | NA | NA | 14.9 | 11.2 | 8.4 | 9.2 | 17.3 | 10.1 | 24.5 | 8.6 | 12.0 | 5.1 | 11.2 | 11.6 | 9.0 | 9.0 | 13.3 | 20.1 | 15.5 | 22.8 | 32.5 | 14.1 | 9.5 | 8.8 | 4.9 |
| Treynor Ratio | NA | 0.11 | 0.15 | 0.1 | 0.01 | 0.07 | NA | NA | 0.06 | 0.13 | 0.08 | 0.12 | -0.26 | 0.09 | 0.12 | 0.42 | -0.09 | 0.19 | 0.07 | -0.02 | 0.09 | 0.24 | 0.17 | -0.01 | 0.16 | 0.28 | -0.4 | 0.07 | 0.12 | 0.03 | 0.58 |
| 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 | 0.8 | 0.8 | 0.82 | 0.84 | 0.8 | NA | NA | 0.86 | 0.83 | 0.82 | 0.84 | 0.86 | 0.8 | 0.83 | 0.49 | 0.76 | 0.86 | 0.87 | 0.88 | 0.91 | 0.86 | 0.86 | 0.91 | 0.91 | 0.9 | 0.88 | 0.96 | 0.9 | 0.95 | 0.79 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.94 | 0.91 | NA | NA | 0.93 | 0.98 | 0.96 | 0.97 | 0.94 | 0.78 | 0.95 | 0.63 | 0.87 | 0.95 | 0.98 | 0.98 | 0.98 | 0.94 | 0.61 | 0.97 | 0.99 | 0.97 | 0.97 | 0.98 | 0.85 | 0.89 | 0.83 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 11.8 | 4.6 | 1.9 | 1.0 | 3.1 | 0.3 | 9.5 | 8.7 | 3.2 | 3.7 | 6.8 | 4.6 | 3.2 | 2.0 | 1.2 | 1.0 | 0.9 | 2.8 | 3.1 | 5.3 | 0.0 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 169.6 | 171.2 | 56.1 | -68.1 | 1051.0 | -96.5 | -7.0 | 206.1 | -7.9 | -51.4 | 53.1 | 63.5 | 81.0 | 64.6 | 36.1 | 47.9 | -80.6 | -2.8 | -38.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
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 2041-2045 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2041-2045
Best Mutual Funds
- AOOIX (ONE CHOICE 2045 PORTFOLIO I CLASS) (100%)
- AROIX (ONE CHOICE 2045 PORTFOLIO INVESTOR CLASS) (99%)
- VTIVX (Vanguard Target Retirement 2045 Fund Investor Shares) (97%)
- TRRKX (T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE RETIREMENT 2045 FUND) (96%)
- ISRIX (VOYA SOLUTION 2045 PORTFOLIO CLASS I) (95%)
- PRVYX (Putnam Retirement Ready 2045 Fd Cl Y Shs) (94%)
- FFFGX (FIDELITY FREEDOM 2045 FUND FIDELITY FREEDOM 2045 FUND) (91%)
- FFFIX (FIDELITY ADVISOR FREEDOM 2045 FUND CLASS I) (90%)
- GMFZX (MYDESTINATION 2045 FUND INVESTOR) (88%)
- ISJIX (VOYA INDEX SOLUTION 2045 PORTFOLIO CLASS I) (87%)
Latest Articles Related to ARORX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
