It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
ARWAX: ONE CHOICE 2025 PORTFOLIO A CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 09/02/2004 |
| Last Dividend Date: | 06/10/2025 |
| 12-Mo. Yield | 11.64% |
| Expenses | 0.42% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/23/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.8 | 7.9 | 2.4 | 4.6 | 5.6 | 4.9 | 5.2 | 3.4 | 7.3 | 11.0 | -15.7 | 4.6 | 5.7 | 17.0 | -2.8 | 12.0 | 6.0 | -1.8 | 6.6 | 13.8 | 11.9 | 1.5 | 12.3 | 20.9 | -25.2 | 8.9 | 11.6 | 3.4 | 8.8 |
| Sharpe Ratio | NA | -0.18 | 0.59 | 0.03 | 0.35 | NA | NA | 0.37 | 0.23 | 0.63 | 1.1 | -1.43 | 0.61 | 0.32 | 2.72 | -0.51 | 3.24 | 0.75 | -0.23 | 1.07 | 2.11 | 1.28 | 0.1 | 1.08 | 1.23 | -1.08 | 0.55 | 1.1 | 0.16 | 4.53 |
| Draw Down(%) | NA | 7.3 | 7.3 | 22.6 | 22.6 | NA | NA | 38.5 | 7.3 | 3.3 | 6.9 | 18.8 | 4.7 | 20.6 | 2.7 | 11.1 | 1.1 | 6.2 | 7.8 | 4.9 | 4.9 | 6.1 | 12.3 | 8.9 | 17.2 | 35.1 | 6.7 | 7.5 | 4.9 | 1.9 |
| Standard Deviation(%) | NA | 7.1 | 7.7 | 8.5 | 8.9 | NA | NA | 10.8 | 7.7 | 5.9 | 6.7 | 12.0 | 7.4 | 16.9 | 5.7 | 8.2 | 3.5 | 7.8 | 7.9 | 6.1 | 6.5 | 9.3 | 14.3 | 11.3 | 16.9 | 24.1 | 10.6 | 7.5 | 7.2 | 6.1 |
| Treynor Ratio | NA | -0.02 | 0.05 | 0.0 | 0.09 | NA | NA | 0.07 | 0.02 | 0.04 | 0.09 | -0.2 | 0.06 | 0.06 | 3.46 | -0.2 | 0.14 | 0.07 | -0.02 | 0.08 | 0.17 | 0.15 | 0.02 | 0.15 | 0.26 | -0.34 | 0.07 | 0.1 | 0.01 | 0.25 |
| Alpha | NA | -0.03 | -0.01 | -0.02 | 0.0 | NA | NA | 0.0 | -0.03 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | 0.05 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.01 |
| Beta | NA | 0.8 | 0.85 | 0.84 | 0.35 | NA | NA | 0.56 | 0.79 | 0.85 | 0.86 | 0.87 | 0.79 | 0.84 | 0.04 | 0.21 | 0.83 | 0.84 | 0.81 | 0.83 | 0.79 | 0.78 | 0.82 | 0.81 | 0.79 | 0.76 | 0.83 | 0.84 | 1.09 | 1.09 |
| RSquared | NA | 0.87 | 0.92 | 0.83 | 0.39 | NA | NA | 0.66 | 0.86 | 0.96 | 0.96 | 0.96 | 0.61 | 0.91 | 0.08 | 0.27 | 0.93 | 0.98 | 0.98 | 0.97 | 0.93 | 0.61 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.83 | 0.81 | 0.94 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.6 | 4.9 | 4.0 | 1.9 | 3.4 | 0.9 | 8.0 | 8.2 | 3.2 | 3.2 | 5.8 | 4.1 | 3.1 | 2.5 | 1.9 | 1.7 | 1.6 | 3.6 | 3.5 | 6.5 | 0.0 | 1.3 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 60.6 | 28.9 | 76.1 | -43.2 | 304.0 | -88.0 | -14.7 | 177.7 | 5.5 | -49.4 | 43.6 | 43.1 | 37.9 | 29.1 | 22.7 | 33.1 | -68.4 | 5.8 | -43.2 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2021-2025 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2021-2025
Best Mutual Funds
- ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) (100%)
- ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) (99%)
- VTTVX (Vanguard Target Retirement 2025) (97%)
- TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) (96%)
- FFTWX (FIDELITY FREEDOM 2025 FUND FIDELITY FREEDOM 2025 FUND) (95%)
- FITWX (FIDELITY ADVISOR FREEDOM 2025 FUND CLASS I) (94%)
- TCLFX (TIAA-CREF LIFECYCLE 2025 FUND RETIREMENT CLASS) (92%)
- PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) (91%)
- ISZIX (VOYA SOLUTION 2025 PORTFOLIO CLASS I) (90%)
- GMWZX (MYDESTINATION 2025 FUND INVESTOR) (87%)
Latest Articles Related to ARWAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
