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ARDVX: ONE CHOICE 2040 PORTFOLIO INVESTOR CLASS (MUTUAL FUND)
Basic Info 13.88 0.21(1.49%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 06/04/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 12.65% |
| Expenses | 0.64% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 4.3 | 13.6 | 11.4 | 3.3 | 6.8 | 7.1 | 6.2 | 13.2 | 9.5 | 13.7 | -19.7 | 6.9 | 9.2 | 21.3 | -3.9 | 16.1 | 6.8 | -1.3 | 8.0 | 19.7 | 14.5 | -0.3 | 15.0 | 26.0 | -29.4 |
| Sharpe Ratio | NA | 0.81 | 1.37 | 0.91 | 0.07 | 0.44 | NA | 0.36 | 1.03 | 0.76 | 1.18 | -1.31 | 0.73 | 0.4 | 2.53 | -0.48 | 3.22 | 0.63 | -0.13 | 0.96 | 2.31 | 1.18 | -0.02 | 0.99 | 1.19 | -1.18 |
| Draw Down(%) | NA | 6.6 | 6.6 | 10.4 | 26.4 | 26.4 | NA | 43.8 | 10.4 | 4.1 | 8.9 | 22.4 | 5.2 | 26.0 | 4.1 | 14.5 | 1.4 | 8.6 | 10.0 | 6.5 | 5.6 | 8.3 | 16.7 | 11.9 | 21.3 | 41.3 |
| Standard Deviation(%) | NA | 9.6 | 8.0 | 9.0 | 10.8 | 11.8 | NA | 14.5 | 10.1 | 7.8 | 8.5 | 16.1 | 9.4 | 22.6 | 7.8 | 11.2 | 4.8 | 10.4 | 10.6 | 8.3 | 8.5 | 12.4 | 19.1 | 15.1 | 21.8 | 38.9 |
| Treynor Ratio | NA | 0.1 | 0.14 | 0.1 | 0.01 | 0.06 | NA | 0.06 | 0.13 | 0.07 | 0.12 | -0.25 | 0.09 | 0.11 | 0.24 | -0.06 | 0.19 | 0.08 | -0.02 | 0.1 | 0.24 | 0.18 | 0.0 | 0.17 | 0.3 | -0.55 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | -0.02 |
| Beta | NA | 0.78 | 0.78 | 0.81 | 0.84 | 0.83 | NA | 0.84 | 0.82 | 0.82 | 0.84 | 0.86 | 0.79 | 0.82 | 0.83 | 0.85 | 0.83 | 0.82 | 0.8 | 0.84 | 0.82 | 0.79 | 0.86 | 0.89 | 0.86 | 0.84 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.93 | 0.93 | NA | 0.94 | 0.98 | 0.96 | 0.97 | 0.93 | 0.73 | 0.94 | 0.98 | 0.92 | 0.94 | 0.98 | 0.98 | 0.98 | 0.94 | 0.6 | 0.97 | 0.98 | 0.97 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 13.2 | 5.8 | 2.5 | 1.8 | 4.1 | 1.0 | 9.4 | 9.6 | 3.6 | 3.8 | 6.2 | 4.8 | 3.5 | 2.6 | 2.0 | 1.6 | 1.4 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 135.7 | 152.4 | 12.6 | -55.0 | 317.3 | -87.5 | -16.5 | 202.7 | -1.1 | -44.2 | 35.8 | 56.7 | 51.4 | 27.3 | 41.6 | 38.4 | 15.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2008
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