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ARYAX: ONE CHOICE 2035 PORTFOLIO A CLASS (MUTUAL FUND)
Basic Info 16.7 0.22(1.30%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 10.49% |
| Expenses | 1.07% |
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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 | 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(%) | -1.2 | 3.7 | 12.1 | 10.3 | 3.0 | 6.1 | 6.4 | 5.9 | 5.9 | 12.1 | 8.4 | 12.6 | -18.5 | 6.5 | 7.9 | 19.7 | -4.1 | 14.4 | 6.3 | -1.5 | 7.4 | 17.6 | 13.3 | 0.1 | 14.0 | 24.0 | -30.8 | 10.0 | 13.4 | 4.6 | 1.5 |
| Sharpe Ratio | NA | 0.73 | 1.32 | 0.87 | 0.04 | 0.42 | NA | NA | 0.36 | 1.01 | 0.69 | 1.15 | -1.37 | 0.77 | 0.37 | 2.58 | -0.54 | 3.26 | 0.64 | -0.16 | 0.96 | 2.25 | 1.18 | 0.01 | 1.01 | 1.17 | -1.07 | 0.54 | 1.14 | 0.28 | 8.75 |
| Draw Down(%) | NA | 6.1 | 6.1 | 9.2 | 25.0 | 25.0 | NA | NA | 45.3 | 9.2 | 3.8 | 8.3 | 21.4 | 4.6 | 24.2 | 3.6 | 13.6 | 1.3 | 7.8 | 9.2 | 6.0 | 5.4 | 7.6 | 15.4 | 10.9 | 20.1 | 41.0 | 8.2 | 9.0 | 5.8 | 0.2 |
| Standard Deviation(%) | NA | 8.7 | 7.2 | 8.1 | 9.8 | 10.7 | NA | NA | 13.0 | 9.1 | 7.0 | 7.8 | 14.5 | 8.4 | 20.4 | 7.1 | 10.1 | 4.2 | 9.4 | 9.6 | 7.6 | 7.8 | 11.4 | 17.4 | 13.7 | 20.4 | 29.6 | 12.8 | 8.8 | 8.4 | 5.2 |
| Treynor Ratio | NA | 0.08 | 0.12 | 0.09 | 0.01 | 0.06 | NA | NA | 0.06 | 0.11 | 0.06 | 0.11 | -0.23 | 0.08 | 0.09 | 0.22 | -0.06 | 0.17 | 0.07 | -0.02 | 0.09 | 0.22 | 0.18 | 0.0 | 0.17 | 0.3 | -0.4 | 0.08 | 0.12 | 0.02 | 0.47 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 | 0.03 |
| Beta | NA | 0.76 | 0.77 | 0.79 | 0.82 | 0.81 | NA | NA | 0.81 | 0.8 | 0.81 | 0.81 | 0.85 | 0.78 | 0.82 | 0.83 | 0.85 | 0.81 | 0.82 | 0.81 | 0.83 | 0.79 | 0.76 | 0.8 | 0.81 | 0.81 | 0.8 | 0.87 | 0.86 | 1.03 | 0.97 |
| RSquared | NA | 0.97 | 0.96 | 0.92 | 0.91 | 0.9 | NA | NA | 0.93 | 0.96 | 0.96 | 0.92 | 0.95 | 0.73 | 0.93 | 0.98 | 0.93 | 0.94 | 0.98 | 0.98 | 0.97 | 0.94 | 0.61 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.85 | 0.88 | 0.86 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.9 | 4.5 | 2.7 | 1.5 | 3.4 | 0.8 | 8.7 | 8.3 | 3.3 | 3.4 | 6.6 | 4.6 | 3.3 | 2.5 | 1.6 | 1.4 | 1.3 | 3.1 | 3.4 | 5.9 | 0.0 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 150.9 | 85.5 | 39.8 | -53.3 | 359.7 | -89.9 | -8.7 | 181.5 | -0.4 | -52.8 | 47.9 | 54.5 | 49.2 | 53.3 | 24.2 | 37.7 | -71.6 | -4.7 | -38.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
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