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ARTAX: ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS (MUTUAL FUND)
Basic Info 12.93 0.13(1.00%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 09/20/2004 |
| Last Dividend Date: | 03/12/2026 |
| 12-Mo. Yield | 8.38% |
| Expenses | 1.00% |
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Performance Analytics (As of 06/03/2026)
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(%) | -1.0 | 3.1 | 10.3 | 8.9 | 2.7 | 4.9 | 5.0 | 4.9 | 4.9 | 10.7 | 7.3 | 10.8 | -15.5 | 4.3 | 5.8 | 15.6 | -2.5 | 9.9 | 5.6 | -1.9 | 5.9 | 10.8 | 9.9 | 3.3 | 9.8 | 16.1 | -16.8 | 6.9 | 8.2 | -1.0 | 5.3 |
| Sharpe Ratio | NA | 1.1 | 1.59 | 0.95 | 0.05 | 0.41 | NA | NA | 0.43 | 1.06 | 0.62 | 1.09 | -1.47 | 0.63 | 0.37 | 2.8 | -0.56 | 3.1 | 0.83 | -0.29 | 1.2 | 2.02 | 1.4 | 0.31 | 1.17 | 1.3 | -1.03 | 0.54 | 0.91 | -0.67 | 4.76 |
| Draw Down(%) | NA | 5.1 | 5.1 | 7.3 | 21.7 | 21.7 | NA | NA | 27.9 | 7.3 | 3.2 | 6.6 | 18.2 | 4.3 | 18.9 | 2.2 | 9.6 | 1.0 | 5.0 | 6.5 | 4.1 | 4.1 | 4.4 | 8.7 | 6.5 | 13.3 | 26.4 | 4.4 | 4.6 | 3.6 | 0.6 |
| Standard Deviation(%) | NA | 7.1 | 5.8 | 6.8 | 8.0 | 8.2 | NA | NA | 8.5 | 7.4 | 5.9 | 6.6 | 11.6 | 6.8 | 15.2 | 5.0 | 7.0 | 3.0 | 6.6 | 6.5 | 4.9 | 5.3 | 7.1 | 10.5 | 8.3 | 12.3 | 17.2 | 7.0 | 5.3 | 4.8 | 3.9 |
| Treynor Ratio | NA | 0.07 | 0.08 | 0.05 | 0.0 | 0.03 | NA | NA | 0.03 | 0.06 | 0.03 | 0.07 | -0.14 | 0.04 | 0.04 | 0.1 | -0.03 | 0.08 | 0.04 | -0.01 | 0.04 | 0.08 | 0.07 | 0.02 | 0.07 | 0.11 | -0.12 | 0.03 | 0.04 | -0.03 | 0.2 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.03 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.03 |
| Beta | NA | 1.13 | 1.13 | 1.17 | 1.2 | 1.31 | NA | NA | 1.37 | 1.33 | 1.16 | 1.03 | 1.25 | 1.19 | 1.49 | 1.44 | 1.53 | 1.1 | 1.46 | 1.44 | 1.44 | 1.28 | 1.38 | 1.63 | 1.46 | 1.41 | 1.45 | 1.38 | 1.14 | 1.0 | 0.92 |
| RSquared | NA | 0.95 | 0.9 | 0.87 | 0.84 | 0.85 | NA | NA | 0.85 | 0.9 | 0.91 | 0.81 | 0.89 | 0.53 | 0.9 | 0.85 | 0.87 | 0.67 | 0.89 | 0.89 | 0.85 | 0.86 | 0.51 | 0.86 | 0.87 | 0.92 | 0.91 | 0.85 | 0.73 | 0.53 | 0.61 |
| Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.8 | 3.9 | 4.3 | 2.1 | 3.5 | 1.1 | 7.7 | 7.4 | 3.0 | 2.8 | 4.8 | 3.3 | 3.0 | 3.1 | 2.2 | 2.2 | 2.1 | 3.9 | 3.4 | 3.6 | 0.0 | 1.9 |
| Dividend Growth(%) | N/A | -97.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 131.6 | -3.7 | 67.6 | -37.9 | 222.1 | -84.2 | -7.1 | 167.0 | 8.2 | -45.4 | 49.0 | 17.6 | 5.6 | 41.4 | 7.7 | 17.5 | -56.7 | 17.2 | 0.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
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