Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AORSX (ONE CHOICE PORTFOLIO: CONSERVATIVE R CLASS) | 2.19% | 8.17% | 7.87% | 2.95% | 5.36% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AORSX (ONE CHOICE PORTFOLIO: CONSERVATIVE R CLASS) | 03/23/2015 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 8.17 | 7.87 | 2.95 | 5.36 | NA | NA | … | … | 2.19 | 9.65 | 6.80 | 10.07 | -14.48 | 8.49 | 12.26 | 15.49 | -5.42 | 10.61 | 5.11 | -3.92 |
| Sharpe Ratio | NA | 1.11 | 0.73 | 0.07 | 0.46 | NA | NA | … | … | 0.55 | 0.91 | 0.53 | 0.93 | -1.42 | 1.38 | 0.81 | 2.79 | -1.00 | 3.12 | 0.71 | -0.75 |
| Standard Deviation(%) | NA | 5.96 | 6.87 | 7.81 | 8.08 | NA | NA | … | … | 7.07 | 7.43 | 6.04 | 6.94 | 11.22 | 6.13 | 14.86 | 5.02 | 6.85 | 3.21 | 6.90 | 6.69 |
| Draw Down(%) | NA | 5.12 | 7.42 | 20.00 | 20.00 | NA | NA | … | … | 5.12 | 7.32 | 3.33 | 7.42 | 19.34 | 3.18 | 19.20 | 2.17 | 10.82 | 1.14 | 5.21 | 6.77 |
| Yield(%) | 0.00 | 4.55 | 3.23 | 4.38 | 4.65 | 3.28 | 2.46 | … | … | 0.22 | 4.84 | 2.40 | 2.17 | 7.13 | 7.77 | 5.10 | 4.84 | 4.37 | 2.84 | 2.64 | 5.73 |
Data as of 06/10/2026, Common starting date is 03/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AORSX (ONE CHOICE PORTFOLIO: CONSERVATIVE R CLASS) |
-0.56%
Apr 2021 – Apr 2024 |
1.98%
Sep 2017 – Sep 2022 |
4.24%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AORSX (ONE CHOICE PORTFOLIO: CONSERVATIVE R CLASS) |
12.04%
Dec 2018 – Dec 2021 |
8.08%
Oct 2016 – Oct 2021 |
6.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart