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ARYRX: ONE CHOICE 2035 PORTFOLIO R CLASS (MUTUAL FUND)
Basic Info 16.69 0.22(1.30%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 10.28% |
| Expenses | 1.07% |
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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(%) | -1.2 | 3.6 | 11.9 | 10.0 | 2.8 | 5.8 | 6.1 | 5.6 | 5.8 | 11.8 | 8.2 | 12.3 | -18.6 | 6.2 | 7.7 | 19.4 | -4.6 | 14.1 | 6.1 | -1.8 | 7.0 | 17.4 | 13.0 | -0.2 | 14.1 | 23.7 | -30.9 | 9.7 | 13.1 | 6.9 | 1.5 |
| Sharpe Ratio | NA | 1.16 | 1.6 | 0.93 | 0.05 | 0.41 | NA | NA | 0.35 | 0.98 | 0.64 | 1.12 | -1.38 | 0.73 | 0.36 | 2.52 | -0.6 | 3.14 | 0.62 | -0.19 | 0.92 | 2.22 | 1.16 | -0.01 | 1.02 | 1.16 | -1.07 | 0.51 | 1.1 | 0.59 | 9.44 |
| Draw Down(%) | NA | 6.1 | 6.1 | 9.3 | 25.2 | 25.2 | NA | NA | 45.5 | 9.3 | 3.8 | 8.3 | 21.5 | 4.6 | 24.2 | 3.7 | 13.8 | 1.3 | 7.8 | 9.3 | 6.0 | 5.4 | 7.6 | 15.4 | 10.7 | 20.1 | 41.1 | 8.3 | 9.0 | 5.8 | 0.2 |
| Standard Deviation(%) | NA | 8.6 | 7.0 | 8.1 | 9.8 | 10.7 | NA | NA | 13.0 | 9.1 | 7.1 | 7.8 | 14.5 | 8.5 | 20.5 | 7.1 | 9.9 | 4.3 | 9.4 | 9.6 | 7.6 | 7.8 | 11.3 | 17.4 | 13.7 | 20.4 | 29.7 | 12.9 | 8.8 | 7.9 | 4.8 |
| Treynor Ratio | NA | 0.13 | 0.15 | 0.1 | 0.01 | 0.05 | NA | NA | 0.06 | 0.11 | 0.06 | 0.11 | -0.24 | 0.08 | 0.09 | 0.21 | -0.07 | 0.17 | 0.07 | -0.02 | 0.08 | 0.22 | 0.17 | 0.0 | 0.17 | 0.29 | -0.4 | 0.08 | 0.11 | 0.05 | 0.5 |
| 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 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.04 |
| Beta | NA | 0.78 | 0.76 | 0.79 | 0.82 | 0.81 | NA | NA | 0.81 | 0.81 | 0.81 | 0.83 | 0.85 | 0.78 | 0.82 | 0.84 | 0.84 | 0.82 | 0.82 | 0.8 | 0.83 | 0.79 | 0.76 | 0.81 | 0.81 | 0.81 | 0.8 | 0.88 | 0.87 | 1.01 | 0.9 |
| RSquared | NA | 0.98 | 0.93 | 0.93 | 0.91 | 0.9 | NA | NA | 0.93 | 0.98 | 0.96 | 0.96 | 0.95 | 0.73 | 0.93 | 0.98 | 0.94 | 0.94 | 0.98 | 0.98 | 0.97 | 0.94 | 0.6 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.85 | 0.96 | 0.85 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.6 | 4.3 | 2.4 | 1.3 | 3.1 | 0.5 | 8.4 | 7.8 | 3.0 | 3.2 | 6.4 | 4.3 | 3.0 | 2.2 | 1.4 | 1.4 | 1.0 | 2.9 | 3.1 | 5.6 | 2.3 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 159.8 | 94.9 | 45.4 | -56.2 | 562.0 | -93.4 | -6.7 | 190.6 | -1.1 | -54.8 | 51.2 | 59.2 | 53.6 | 60.6 | 5.8 | 81.4 | -77.4 | -2.1 | -40.4 | 159.4 | 114.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/10/2004
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