Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMWDX (Retiresmart 2060 Fd Cl A) | NA | -2,326,548.73% | nan% | nan% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 11/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMWDX (Retiresmart 2060 Fd Cl A) | 11/24/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2,326,548.73 | nan | nan | NA | NA | NA | … | … | -2,362,100.80 | 11.88 | 18.96 | -17.59 | 17.58 | 12.37 | 24.76 | -7.75 | 20.10 | 6.92 | -2.46 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.78 | 1.33 | -0.92 | 1.48 | 0.45 | 2.34 | -0.68 | 3.07 | 0.50 | -1.59 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 10.56 | 11.59 | 20.72 | 11.89 | 26.94 | 9.97 | 13.42 | 6.36 | 13.52 | 14.05 |
| Draw Down(%) | NA | 2,299,139.69 | 2,299,139.69 | 2,299,139.69 | NA | NA | NA | … | … | 2,326,929.27 | 6.44 | 11.10 | 25.13 | 5.51 | 32.08 | 5.48 | 17.06 | 1.98 | 11.95 | 4.75 |
| Yield(%) | 0.00 | 101.64 | 47.04 | 29.44 | 17.76 | 11.84 | 8.88 | … | … | 103.44 | 9.35 | 7.23 | 10.36 | 12.41 | 5.76 | 12.95 | 12.49 | 5.41 | 4.07 | 1.43 |
Data as of 09/23/2025, Common starting date is 11/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMWDX (Retiresmart 2060 Fd Cl A) |
0.58%
Mar 2017 – Mar 2020 |
3.71%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMWDX (Retiresmart 2060 Fd Cl A) |
18.13%
Dec 2018 – Dec 2021 |
13.46%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart