Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSRX (ONE CHOICE IN RETIREMENT PORTFOLIO R CLASS) | 2.96% | 10.04% | 8.69% | 2.38% | 4.54% | 4.79% | 4.68% | … | … |
Data as of 06/05/2026, Common starting date is 09/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSRX (ONE CHOICE IN RETIREMENT PORTFOLIO R CLASS) | 09/20/2004 | 06/05/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | 10.04 | 8.69 | 2.38 | 4.54 | 4.79 | 4.68 | … | … | 2.96 | 10.35 | 7.03 | 10.57 | -15.65 | 4.02 | 5.56 | 15.19 | -2.76 | 9.59 | 5.38 | -2.09 | 5.67 | 10.59 | 9.59 | 2.98 | 9.53 | 15.85 | -17.00 | 6.75 | 7.94 | -0.96 | 5.25 |
| Sharpe Ratio | NA | 1.24 | 0.81 | -0.02 | 0.35 | NA | NA | … | … | 0.63 | 1.01 | 0.58 | 1.07 | -1.48 | 0.58 | 0.35 | 2.72 | -0.59 | 2.95 | 0.79 | -0.32 | 1.14 | 1.99 | 1.35 | 0.28 | 1.13 | 1.28 | -1.04 | 0.52 | 0.87 | -0.67 | 4.78 |
| Standard Deviation(%) | NA | 5.97 | 6.74 | 8.00 | 8.19 | NA | NA | … | … | 7.18 | 7.41 | 5.92 | 6.49 | 11.56 | 6.89 | 15.15 | 5.04 | 7.02 | 3.04 | 6.56 | 6.57 | 4.98 | 5.31 | 7.12 | 10.46 | 8.33 | 12.35 | 17.20 | 6.99 | 5.22 | 4.79 | 3.80 |
| Draw Down(%) | NA | 5.13 | 7.27 | 21.89 | 21.89 | NA | NA | … | … | 5.13 | 7.27 | 3.18 | 6.70 | 18.29 | 4.40 | 18.83 | 2.22 | 9.81 | 1.01 | 5.12 | 6.67 | 4.07 | 4.15 | 4.37 | 8.71 | 6.58 | 13.35 | 26.44 | 4.32 | 4.50 | 3.49 | 0.60 |
| Yield(%) | 0.00 | 8.12 | 5.53 | 3.77 | 4.21 | 4.22 | 4.11 | … | … | 0.16 | 8.52 | 3.66 | 4.07 | 1.91 | 3.27 | 0.94 | 7.39 | 7.11 | 2.71 | 2.58 | 4.60 | 3.07 | 2.77 | 2.81 | 1.94 | 1.92 | 1.87 | 3.67 | 3.19 | 3.43 | 0.00 | 1.85 |
Data as of 06/05/2026, Common starting date is 09/20/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSRX (ONE CHOICE IN RETIREMENT PORTFOLIO R CLASS) |
-4.90%
Feb 2006 – Feb 2009 |
0.61%
Sep 2017 – Sep 2022 |
2.41%
Oct 2013 – Oct 2023 |
3.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSRX (ONE CHOICE IN RETIREMENT PORTFOLIO R CLASS) |
14.57%
Feb 2009 – Feb 2012 |
11.97%
Feb 2009 – Feb 2014 |
7.88%
Feb 2009 – Feb 2019 |
6.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart