It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
ATTIX: ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS (MUTUAL FUND)
Basic Info 12.94 0.13(0.99%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 09/20/2004 |
| Last Dividend Date: | 03/12/2026 |
| 12-Mo. Yield | 8.80% |
| Expenses | 0.75% |
| Sign up to get fund ranking change alerts | |
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 | 3.3 | 10.8 | 9.4 | 3.1 | 5.4 | 5.5 | 5.4 | 5.3 | 11.1 | 7.8 | 11.3 | -15.1 | 4.8 | 6.3 | 16.1 | -2.0 | 10.3 | 6.1 | -1.4 | 6.4 | 11.3 | 10.4 | 3.8 | 10.3 | 16.6 | -16.4 | 7.4 | 8.4 | -1.0 | 5.4 |
| Sharpe Ratio | NA | 1.2 | 1.66 | 1.02 | 0.11 | 0.47 | NA | NA | 0.48 | 1.1 | 0.7 | 1.2 | -1.44 | 0.7 | 0.4 | 2.89 | -0.48 | 3.2 | 0.9 | -0.22 | 1.28 | 2.14 | 1.46 | 0.35 | 1.22 | 1.34 | -1.0 | 0.61 | 0.95 | -0.66 | 4.87 |
| Draw Down(%) | NA | 5.1 | 5.1 | 7.2 | 21.4 | 21.4 | NA | NA | 27.5 | 7.2 | 3.2 | 6.5 | 17.9 | 4.3 | 18.9 | 2.2 | 9.3 | 1.0 | 5.0 | 6.3 | 4.0 | 4.0 | 4.3 | 8.7 | 6.4 | 13.2 | 26.2 | 4.3 | 4.6 | 3.7 | 0.6 |
| Standard Deviation(%) | NA | 7.1 | 5.8 | 6.7 | 8.0 | 8.2 | NA | NA | 8.5 | 7.5 | 5.9 | 6.4 | 11.5 | 6.9 | 15.2 | 5.1 | 7.0 | 3.0 | 6.6 | 6.5 | 5.0 | 5.3 | 7.1 | 10.6 | 8.4 | 12.3 | 17.2 | 7.0 | 5.3 | 4.9 | 3.9 |
| Treynor Ratio | NA | 0.08 | 0.08 | 0.06 | 0.01 | 0.03 | NA | NA | 0.03 | 0.06 | 0.04 | 0.07 | -0.13 | 0.04 | 0.04 | 0.1 | -0.02 | 0.09 | 0.04 | -0.01 | 0.04 | 0.09 | 0.08 | 0.02 | 0.07 | 0.12 | -0.12 | 0.03 | 0.04 | -0.03 | 0.21 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.03 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.04 |
| Beta | NA | 1.14 | 1.15 | 1.19 | 1.21 | 1.32 | NA | NA | 1.37 | 1.36 | 1.15 | 1.06 | 1.25 | 1.2 | 1.5 | 1.45 | 1.53 | 1.12 | 1.47 | 1.44 | 1.44 | 1.27 | 1.38 | 1.64 | 1.47 | 1.41 | 1.45 | 1.38 | 1.15 | 1.01 | 0.9 |
| RSquared | NA | 0.95 | 0.93 | 0.91 | 0.85 | 0.86 | NA | NA | 0.85 | 0.92 | 0.91 | 0.91 | 0.89 | 0.54 | 0.9 | 0.86 | 0.87 | 0.68 | 0.9 | 0.89 | 0.84 | 0.86 | 0.49 | 0.86 | 0.86 | 0.92 | 0.91 | 0.85 | 0.73 | 0.52 | 0.57 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.2 | 4.4 | 4.8 | 2.5 | 3.9 | 1.5 | 8.2 | 8.0 | 3.4 | 3.3 | 5.3 | 3.8 | 3.5 | 3.6 | 2.6 | 2.6 | 2.6 | 4.3 | 3.9 | 3.8 | 0.0 | 2.0 |
| Dividend Growth(%) | N/A | -96.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 117.7 | -3.0 | 57.4 | -35.4 | 166.8 | -79.6 | -8.1 | 147.3 | 8.0 | -41.7 | 42.9 | 16.0 | 5.4 | 35.8 | 7.1 | 16.5 | -52.3 | 15.0 | 6.6 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Retirement Income Asset Class Trend Rankings |
Top Rated Funds in Retirement Income
Best Mutual Funds
- ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) (100%)
- ARTOX (ONE CHOICE IN RETIREMENT PORTFOLIO INVESTOR CLASS) (99%)
- FFFAX (FIDELITY FREEDOM INCOME FUND FIDELITY FREEDOM INCOME FUND) (98%)
- VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) (97%)
- MLLIX (MFS LIFETIME INCOME FUND I) (96%)
- ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) (93%)
- STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) (92%)
- TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) (91%)
- ISWIX (VOYA SOLUTION INCOME PORTFOLIO CLASS I) (90%)
- MDRSX (MASSMUTUAL RETIRESMART IN RETIREMENT FUND SERVICE CLASS) (88%)
Latest Articles Related to ATTIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
