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ARTOX: ONE CHOICE IN RETIREMENT PORTFOLIO INVESTOR CLASS (MUTUAL FUND)
Basic Info 12.93 0.14(1.07%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 09/20/2004 |
| Last Dividend Date: | 03/12/2026 |
| 12-Mo. Yield | 8.61% |
| Expenses | 1.00% |
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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(%) | -1.0 | 3.2 | 10.5 | 9.2 | 2.9 | 5.1 | 5.3 | 5.2 | 5.1 | 10.9 | 7.6 | 11.1 | -15.3 | 4.6 | 6.1 | 15.9 | -2.2 | 10.2 | 5.9 | -1.7 | 6.2 | 11.1 | 10.1 | 3.6 | 10.5 | 16.4 | -16.6 | 7.2 | 8.3 | -1.0 | 5.4 |
| Sharpe Ratio | NA | 1.14 | 1.62 | 0.99 | 0.08 | 0.43 | NA | NA | 0.45 | 1.09 | 0.67 | 1.16 | -1.46 | 0.67 | 0.38 | 2.85 | -0.52 | 1.74 | 0.88 | -0.26 | 1.25 | 2.07 | 1.43 | 0.34 | 1.25 | 1.33 | -1.01 | 0.58 | 0.93 | -0.66 | 5.01 |
| Draw Down(%) | NA | 5.1 | 5.1 | 7.2 | 21.6 | 21.6 | NA | NA | 27.7 | 7.2 | 3.2 | 6.6 | 18.0 | 4.3 | 18.8 | 2.2 | 9.4 | 1.6 | 5.0 | 6.4 | 4.0 | 4.0 | 4.3 | 8.7 | 6.1 | 13.2 | 26.2 | 4.3 | 4.6 | 3.6 | 0.6 |
| Standard Deviation(%) | NA | 7.2 | 5.9 | 6.7 | 8.0 | 8.3 | NA | NA | 8.6 | 7.4 | 5.9 | 6.5 | 11.5 | 6.9 | 15.1 | 5.1 | 7.0 | 5.5 | 6.5 | 6.6 | 5.0 | 5.4 | 7.1 | 10.5 | 8.3 | 12.3 | 17.3 | 7.0 | 5.3 | 4.9 | 3.7 |
| Treynor Ratio | NA | 0.07 | 0.08 | 0.06 | 0.01 | 0.03 | NA | NA | 0.03 | 0.06 | 0.03 | 0.07 | -0.13 | 0.04 | 0.04 | 0.1 | -0.02 | 0.07 | 0.04 | -0.01 | 0.04 | 0.09 | 0.07 | 0.02 | 0.07 | 0.12 | -0.12 | 0.03 | 0.04 | -0.03 | 0.22 |
| 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 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.04 |
| Beta | NA | 1.15 | 1.15 | 1.19 | 1.21 | 1.31 | NA | NA | 1.37 | 1.34 | 1.14 | 1.07 | 1.24 | 1.2 | 1.49 | 1.45 | 1.53 | 1.33 | 1.45 | 1.45 | 1.44 | 1.28 | 1.4 | 1.63 | 1.46 | 1.4 | 1.46 | 1.36 | 1.15 | 1.02 | 0.86 |
| RSquared | NA | 0.94 | 0.92 | 0.91 | 0.85 | 0.83 | NA | NA | 0.84 | 0.92 | 0.9 | 0.9 | 0.89 | 0.53 | 0.9 | 0.85 | 0.87 | 0.29 | 0.9 | 0.89 | 0.84 | 0.85 | 0.51 | 0.86 | 0.87 | 0.91 | 0.91 | 0.84 | 0.74 | 0.53 | 0.57 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.0 | 4.2 | 4.6 | 2.3 | 3.7 | 1.3 | 7.9 | 7.7 | 3.2 | 3.1 | 5.1 | 3.6 | 3.3 | 3.3 | 2.4 | 2.8 | 2.4 | 4.1 | 3.7 | 3.7 | 0.0 | 2.0 |
| Dividend Growth(%) | N/A | -97.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 123.4 | -3.5 | 61.6 | -36.3 | 188.5 | -81.7 | -7.7 | 155.4 | 8.1 | -43.3 | 45.6 | 16.2 | 6.0 | 38.0 | -7.3 | 34.7 | -53.9 | 15.5 | 4.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
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