Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDSX (ONE CHOICE 2040 PORTFOLIO I CLASS) | 4.66% | 13.69% | 11.58% | 3.60% | 7.05% | 7.39% | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDSX (ONE CHOICE 2040 PORTFOLIO I CLASS) | 06/04/2008 | 06/09/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.35 | 13.69 | 11.58 | 3.60 | 7.05 | 7.39 | NA | … | … | 4.66 | 13.45 | 9.77 | 13.89 | -19.51 | 7.12 | 9.50 | 21.48 | -3.52 | 16.30 | 7.10 | -1.20 | 8.25 | 19.93 | 14.74 | -0.07 | 15.36 | 26.06 | -29.30 |
| Sharpe Ratio | NA | 1.40 | 0.93 | 0.09 | 0.46 | NA | NA | … | … | 0.83 | 1.05 | 0.79 | 1.22 | -1.31 | 0.76 | 0.41 | 2.55 | -0.44 | 3.27 | 0.67 | -0.12 | 0.99 | 2.35 | 1.20 | -0.01 | 1.01 | 1.18 | -1.18 |
| Standard Deviation(%) | NA | 7.99 | 8.96 | 10.81 | 11.79 | NA | NA | … | … | 9.63 | 10.12 | 7.76 | 8.50 | 16.06 | 9.38 | 22.57 | 7.86 | 11.23 | 4.81 | 10.29 | 10.57 | 8.33 | 8.46 | 12.38 | 19.01 | 15.07 | 21.98 | 38.92 |
| Draw Down(%) | NA | 6.65 | 10.37 | 26.22 | 26.22 | NA | NA | … | … | 6.65 | 10.37 | 4.09 | 8.77 | 22.24 | 5.18 | 25.94 | 4.12 | 14.37 | 1.42 | 8.56 | 9.87 | 6.41 | 5.55 | 8.31 | 16.62 | 11.85 | 21.22 | 41.28 |
| Yield(%) | 0.00 | 12.80 | 7.75 | 4.92 | 6.05 | 6.44 | 5.10 | … | … | 0.00 | 13.39 | 6.03 | 2.77 | 1.94 | 4.31 | 1.28 | 9.68 | 10.02 | 3.82 | 4.02 | 6.44 | 5.00 | 3.70 | 2.83 | 2.18 | 1.79 | 1.68 | 0.95 |
Data as of 06/09/2026, Common starting date is 06/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDSX (ONE CHOICE 2040 PORTFOLIO I CLASS) |
-2.74%
Nov 2020 – Nov 2023 |
2.04%
Dec 2017 – Dec 2022 |
4.45%
Oct 2013 – Oct 2023 |
6.01%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDSX (ONE CHOICE 2040 PORTFOLIO I CLASS) |
22.30%
Feb 2009 – Feb 2012 |
18.73%
Feb 2009 – Feb 2014 |
12.48%
Feb 2009 – Feb 2019 |
9.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart