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ARWDX: ONE CHOICE 2025 PORTFOLIO R6 R6 CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 08/02/2013 |
| Last Dividend Date: | 06/10/2025 |
| 12-Mo. Yield | 17.85% |
| Expenses | 0.42% |
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Performance Analytics (As of 09/23/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.3 | 8.2 | 2.2 | 5.0 | 4.9 | 3.7 | 8.1 | 11.6 | -15.9 | 3.5 | 4.5 | 17.7 | -0.5 | 12.6 | 6.5 | -1.2 | 7.4 | 4.7 |
| Sharpe Ratio | NA | -0.11 | 0.62 | 0.0 | 0.38 | 0.41 | 0.29 | 0.73 | 1.2 | -1.42 | 0.41 | 0.24 | 2.83 | -0.19 | 3.29 | 0.81 | -0.15 | 1.21 | 1.97 |
| Draw Down(%) | NA | 7.2 | 7.2 | 23.4 | 23.4 | 23.4 | 7.2 | 3.2 | 6.6 | 18.5 | 6.1 | 20.5 | 2.6 | 10.6 | 1.1 | 6.2 | 7.5 | 4.9 | 2.8 |
| Standard Deviation(%) | NA | 7.1 | 7.7 | 9.0 | 9.4 | 8.9 | 7.6 | 6.0 | 6.7 | 12.2 | 8.4 | 17.5 | 5.7 | 10.0 | 3.6 | 7.8 | 7.9 | 6.1 | 6.0 |
| Treynor Ratio | NA | -0.01 | 0.06 | 0.0 | 0.1 | 0.1 | 0.03 | 0.05 | 0.09 | -0.2 | 0.04 | 0.05 | 3.58 | -0.09 | 0.14 | 0.07 | -0.01 | 0.09 | 0.14 |
| Alpha | NA | -0.03 | -0.01 | -0.02 | 0.01 | 0.01 | -0.03 | 0.0 | 0.0 | -0.01 | -0.02 | -0.02 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 0.8 | 0.85 | 0.84 | 0.35 | 0.37 | 0.79 | 0.86 | 0.85 | 0.87 | 0.79 | 0.84 | 0.05 | 0.21 | 0.85 | 0.84 | 0.81 | 0.82 | 0.83 |
| RSquared | NA | 0.87 | 0.89 | 0.75 | 0.36 | 0.39 | 0.86 | 0.95 | 0.95 | 0.93 | 0.49 | 0.85 | 0.08 | 0.19 | 0.91 | 0.98 | 0.98 | 0.96 | 0.97 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | 11.6 | 8.0 | 6.6 | 3.3 | 5.4 | 2.0 | 11.1 | 11.8 | 3.6 | 2.7 | 3.1 | 2.7 | 1.5 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | 47.0 | 25.3 | 61.1 | -39.5 | 175.1 | -80.6 | -18.3 | 252.2 | 43.3 | -19.2 | 20.8 | 93.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2013
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