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ARYIX: ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS (MUTUAL FUND)
Basic Info 16.71 0.22(1.30%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 10.81% |
| Expenses | 1.08% |
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Performance Analytics (As of 06/02/2026)
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(%) | -1.2 | 3.9 | 12.4 | 10.5 | 3.3 | 6.4 | 6.6 | 6.2 | 6.2 | 12.3 | 8.7 | 12.9 | -18.2 | 6.7 | 8.2 | 19.9 | -3.5 | 14.7 | 6.5 | -1.2 | 7.6 | 17.9 | 13.6 | 0.4 | 14.6 | 24.3 | -30.6 | 10.4 | 13.6 | 4.6 | 1.5 |
| Sharpe Ratio | NA | 1.24 | 1.68 | 1.0 | 0.11 | 0.46 | NA | NA | 0.38 | 1.04 | 0.72 | 1.19 | -1.36 | 0.8 | 0.39 | 2.59 | -0.48 | 3.3 | 0.67 | -0.13 | 1.0 | 2.28 | 1.21 | 0.02 | 1.06 | 1.18 | -1.06 | 0.56 | 1.16 | 0.28 | 9.21 |
| Draw Down(%) | NA | 6.1 | 6.1 | 9.2 | 24.8 | 24.8 | NA | NA | 45.1 | 9.2 | 3.8 | 8.1 | 21.2 | 4.5 | 24.2 | 3.6 | 13.4 | 1.3 | 7.8 | 9.1 | 5.9 | 5.4 | 7.6 | 15.3 | 10.5 | 20.1 | 40.9 | 8.3 | 9.0 | 5.9 | 0.2 |
| Standard Deviation(%) | NA | 8.5 | 7.0 | 8.1 | 9.8 | 10.7 | NA | NA | 13.0 | 9.1 | 7.1 | 7.8 | 14.5 | 8.4 | 20.5 | 7.1 | 10.1 | 4.3 | 9.5 | 9.6 | 7.6 | 7.8 | 11.3 | 17.5 | 13.7 | 20.5 | 29.7 | 12.9 | 8.8 | 8.3 | 4.8 |
| Treynor Ratio | NA | 0.14 | 0.15 | 0.1 | 0.01 | 0.06 | NA | NA | 0.06 | 0.12 | 0.06 | 0.11 | -0.23 | 0.09 | 0.1 | 0.22 | -0.06 | 0.17 | 0.08 | -0.02 | 0.09 | 0.23 | 0.18 | 0.0 | 0.18 | 0.3 | -0.39 | 0.08 | 0.12 | 0.02 | 0.48 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 |
| Beta | NA | 0.77 | 0.76 | 0.79 | 0.82 | 0.81 | NA | NA | 0.81 | 0.81 | 0.81 | 0.83 | 0.85 | 0.77 | 0.82 | 0.84 | 0.84 | 0.81 | 0.83 | 0.81 | 0.83 | 0.79 | 0.76 | 0.81 | 0.81 | 0.81 | 0.8 | 0.88 | 0.86 | 1.01 | 0.92 |
| RSquared | NA | 0.98 | 0.93 | 0.93 | 0.92 | 0.9 | NA | NA | 0.93 | 0.98 | 0.96 | 0.97 | 0.95 | 0.73 | 0.93 | 0.98 | 0.91 | 0.93 | 0.98 | 0.98 | 0.97 | 0.94 | 0.6 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.85 | 0.86 | 0.88 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 11.2 | 4.8 | 2.9 | 1.7 | 3.7 | 1.1 | 9.0 | 8.7 | 3.5 | 3.7 | 6.9 | 4.9 | 3.6 | 2.8 | 1.9 | 2.0 | 1.6 | 3.2 | 3.7 | 6.1 | 0.0 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 142.5 | 78.1 | 35.6 | -50.8 | 266.7 | -86.8 | -10.5 | 174.4 | 0.0 | -50.9 | 44.8 | 50.8 | 45.8 | 47.6 | 2.3 | 56.0 | -66.8 | -6.8 | -36.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
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