Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AORVX (ONE CHOICE PORTFOLIO: VERY AGGRESSIVE R CLASS) 5.65% 16.14% 14.35% 6.32% 10.35% NA NA
Data as of 06/10/2026, Common starting date is 03/23/2015
More Performance Analytics Comparison
Name Start Date End Date
AORVX (ONE CHOICE PORTFOLIO: VERY AGGRESSIVE R CLASS) 03/23/2015 06/10/2026
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
Annualized Return (%) -3.13 16.14 14.35 6.32 10.35 NA NA 5.65 16.78 13.84 16.68 -20.00 15.24 20.57 27.03 -10.48 22.20 6.85 -6.40
Sharpe Ratio NA 1.27 0.86 0.26 0.50 NA NA 0.92 0.85 0.86 1.04 -0.94 1.16 0.62 2.15 -0.76 3.12 0.46 -0.54
Standard Deviation(%) NA 12.80 14.00 16.03 17.29 NA NA 15.30 16.50 11.87 12.67 22.97 13.16 32.86 11.88 15.74 6.94 14.45 15.12
Draw Down(%) NA 10.16 17.02 29.40 34.67 NA NA 10.16 17.02 7.70 12.60 27.79 6.70 34.67 6.68 21.26 2.16 12.23 13.55
Yield(%) 0.00 7.81 4.23 5.28 7.41 4.89 3.67 0.00 8.31 1.66 1.26 8.56 9.89 8.60 10.01 6.27 3.61 4.28 12.73
Data as of 06/10/2026, Common starting date is 03/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AORVX (ONE CHOICE PORTFOLIO: VERY AGGRESSIVE R CLASS) 0.64%
Mar 2017 – Mar 2020
3.81%
Sep 2017 – Sep 2022
7.37%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AORVX (ONE CHOICE PORTFOLIO: VERY AGGRESSIVE R CLASS) 20.85%
Dec 2018 – Dec 2021
14.95%
Oct 2016 – Oct 2021
11.20%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return