Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) | 3.08% | 10.28% | 8.97% | 2.64% | 4.81% | 5.06% | 4.95% | … | … |
Data as of 06/05/2026, Common starting date is 09/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A 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 | 10.28 | 8.97 | 2.64 | 4.81 | 5.06 | 4.95 | … | … | 3.08 | 10.69 | 7.29 | 10.81 | -15.47 | 4.29 | 5.83 | 15.56 | -2.53 | 9.93 | 5.64 | -1.86 | 5.94 | 10.84 | 9.86 | 3.32 | 9.80 | 16.13 | -16.78 | 6.92 | 8.18 | -0.96 | 5.30 |
| Sharpe Ratio | NA | 1.29 | 0.84 | 0.01 | 0.39 | NA | NA | … | … | 0.67 | 1.06 | 0.62 | 1.09 | -1.47 | 0.63 | 0.37 | 2.80 | -0.56 | 3.10 | 0.83 | -0.29 | 1.20 | 2.02 | 1.40 | 0.31 | 1.17 | 1.30 | -1.03 | 0.54 | 0.91 | -0.67 | 4.76 |
| Standard Deviation(%) | NA | 5.93 | 6.79 | 8.02 | 8.19 | NA | NA | … | … | 7.21 | 7.42 | 5.93 | 6.62 | 11.57 | 6.81 | 15.16 | 5.03 | 7.03 | 3.01 | 6.56 | 6.52 | 4.93 | 5.35 | 7.05 | 10.51 | 8.31 | 12.34 | 17.23 | 6.99 | 5.25 | 4.78 | 3.86 |
| Draw Down(%) | NA | 5.13 | 7.27 | 21.70 | 21.70 | NA | NA | … | … | 5.13 | 7.27 | 3.25 | 6.62 | 18.16 | 4.32 | 18.86 | 2.22 | 9.64 | 1.01 | 5.04 | 6.49 | 4.07 | 4.10 | 4.36 | 8.73 | 6.52 | 13.35 | 26.41 | 4.41 | 4.59 | 3.58 | 0.60 |
| Yield(%) | 0.00 | 8.35 | 5.78 | 3.98 | 4.45 | 4.49 | 4.39 | … | … | 0.21 | 8.77 | 3.93 | 4.31 | 2.13 | 3.47 | 1.12 | 7.67 | 7.40 | 2.96 | 2.84 | 4.83 | 3.34 | 3.02 | 3.08 | 2.19 | 2.18 | 2.13 | 3.92 | 3.45 | 3.57 | 0.00 | 1.90 |
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 |
|---|---|---|---|---|
| ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) |
-4.70%
Feb 2006 – Feb 2009 |
0.87%
Sep 2017 – Sep 2022 |
2.67%
Oct 2013 – Oct 2023 |
3.37%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) |
14.88%
Feb 2009 – Feb 2012 |
12.26%
Feb 2009 – Feb 2014 |
8.16%
Feb 2009 – Feb 2019 |
6.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart