Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MTKRX (TARGET 2060 SERIES CLASS R) | NA | -28.25% | -6.14% | 3.98% | NA | NA | NA | 2.82% |
Data as of 01/21/2021, AR inception is 09/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTKRX (TARGET 2060 SERIES CLASS R) | 09/22/2015 | 01/21/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -17.18 | -28.25 | -6.14 | 3.98 | NA | NA | NA | 2.82 | 0.00 | -11.27 | 26.56 | -7.23 | 23.75 | 4.26 | 2.26 |
| Sharpe Ratio | NA | -0.40 | -0.04 | 0.40 | NA | NA | NA | 0.31 | 0.00 | -0.34 | 2.63 | -0.62 | 3.51 | 0.29 | 0.61 |
| Standard Deviation(%) | NA | 34.09 | 21.96 | 18.25 | NA | NA | NA | 18.05 | NA | 34.12 | 9.54 | 13.86 | 6.62 | 13.77 | 13.63 |
| Draw Down(%) | NA | 28.91 | 28.91 | 28.91 | NA | NA | NA | 28.91 | 0.00 | 28.91 | 4.13 | 16.69 | 2.71 | 10.04 | 6.05 |
| Yield(%) | 0.00 | 0.00 | 1.86 | 4.56 | 2.18 | 1.45 | 1.09 | 4.36 | 0.00 | 0.00 | 0.57 | 5.30 | 12.66 | 1.21 | 0.32 |
Data as of 01/21/2021, AR inception is 09/22/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTKRX (TARGET 2060 SERIES CLASS R) |
1.69%
Dec 2017 - Dec 2020 |
5.74%
Oct 2015 - Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTKRX (TARGET 2060 SERIES CLASS R) |
13.61%
Dec 2016 - Dec 2019 |
6.29%
Dec 2015 - Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart