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ARWRX: ONE CHOICE 2025 PORTFOLIO R CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 06/10/2025 |
| 12-Mo. Yield | 11.31% |
| 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 | 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(%) | 0.0 | 1.7 | 7.7 | 2.2 | 4.4 | 5.3 | 4.7 | 4.7 | 3.4 | 7.1 | 10.7 | -15.9 | 4.3 | 5.4 | 16.8 | -3.3 | 11.7 | 5.7 | -2.0 | 6.3 | 13.5 | 11.6 | 1.3 | 12.0 | 20.6 | -25.4 | 8.7 | 11.2 | 3.5 | 1.2 |
| Sharpe Ratio | NA | -0.19 | 0.56 | 0.01 | 0.32 | NA | NA | 0.32 | 0.22 | 0.57 | 1.06 | -1.45 | 0.58 | 0.31 | 2.69 | -0.57 | 3.15 | 0.7 | -0.26 | 1.03 | 2.06 | 1.25 | 0.09 | 1.06 | 1.22 | -1.09 | 0.53 | 1.05 | 0.17 | 7.38 |
| Draw Down(%) | NA | 7.3 | 7.3 | 22.9 | 22.9 | NA | NA | 38.7 | 7.3 | 3.3 | 6.9 | 19.0 | 4.7 | 20.6 | 2.7 | 11.4 | 1.1 | 6.2 | 8.0 | 5.0 | 4.9 | 6.1 | 12.4 | 8.9 | 17.2 | 35.2 | 6.7 | 7.5 | 4.9 | 0.2 |
| Standard Deviation(%) | NA | 7.1 | 7.7 | 8.5 | 8.9 | NA | NA | 10.8 | 7.7 | 6.0 | 6.7 | 12.0 | 7.4 | 16.9 | 5.7 | 8.1 | 3.5 | 7.8 | 7.9 | 6.1 | 6.5 | 9.3 | 14.2 | 11.2 | 16.8 | 24.1 | 10.6 | 7.5 | 7.2 | 4.4 |
| Treynor Ratio | NA | -0.02 | 0.05 | 0.0 | 0.08 | NA | NA | 0.06 | 0.02 | 0.04 | 0.08 | -0.2 | 0.05 | 0.06 | 3.33 | -0.23 | 0.13 | 0.07 | -0.03 | 0.08 | 0.17 | 0.15 | 0.02 | 0.15 | 0.26 | -0.35 | 0.07 | 0.09 | 0.01 | 0.32 |
| Alpha | NA | -0.03 | -0.02 | -0.02 | 0.0 | NA | NA | 0.0 | -0.03 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.05 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.02 |
| Beta | NA | 0.8 | 0.85 | 0.84 | 0.35 | NA | NA | 0.56 | 0.79 | 0.86 | 0.86 | 0.87 | 0.78 | 0.84 | 0.05 | 0.2 | 0.83 | 0.84 | 0.81 | 0.83 | 0.79 | 0.78 | 0.81 | 0.81 | 0.78 | 0.76 | 0.83 | 0.84 | 1.1 | 1.0 |
| RSquared | NA | 0.87 | 0.92 | 0.83 | 0.39 | NA | NA | 0.66 | 0.86 | 0.96 | 0.96 | 0.96 | 0.61 | 0.9 | 0.08 | 0.26 | 0.92 | 0.98 | 0.98 | 0.97 | 0.93 | 0.61 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.84 | 0.84 | 0.78 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.5 | 4.6 | 3.8 | 1.7 | 3.1 | 0.6 | 7.7 | 7.8 | 3.0 | 2.9 | 5.5 | 3.9 | 2.9 | 2.2 | 1.7 | 1.5 | 1.3 | 3.4 | 3.3 | 6.2 | 0.0 | 1.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 67.3 | 30.5 | 85.5 | -45.3 | 444.2 | -91.5 | -13.0 | 186.5 | 5.2 | -51.6 | 47.0 | 47.0 | 41.5 | 31.3 | 26.9 | 38.1 | -72.9 | 8.6 | -45.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
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