Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTORX (TARGET 2025 SERIES CLASS R) | NA | -42.53% | -13.60% | -4.25% | NA | NA | NA | … | … |
Data as of 01/21/2021, Common starting date is 06/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTORX (TARGET 2025 SERIES CLASS R) | 06/27/2012 | 01/21/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -27.45 | -42.53 | -13.60 | -4.25 | NA | NA | NA | … | … | 0.00 | -19.23 | 15.97 | -4.15 | 13.17 | 3.10 | -5.14 | 11.95 | 17.03 | 10.05 |
| Sharpe Ratio | NA | -0.64 | -0.24 | 0.09 | NA | NA | NA | … | … | 0.00 | -0.59 | 2.90 | -0.77 | 3.21 | 0.36 | -0.59 | 1.15 | 2.31 | 2.41 |
| Standard Deviation(%) | NA | 32.84 | 19.63 | 15.70 | NA | NA | NA | … | … | NA | 32.86 | 5.02 | 7.11 | 3.92 | 8.02 | 8.84 | 10.40 | 7.37 | 8.64 |
| Draw Down(%) | NA | 27.69 | 27.69 | 27.69 | NA | NA | NA | … | … | 0.00 | 27.69 | 2.08 | 8.36 | 1.46 | 6.39 | 10.81 | 7.72 | 5.74 | 5.02 |
| Yield(%) | 0.00 | 0.13 | 0.93 | 1.03 | 3.78 | 2.52 | 1.89 | … | … | 0.00 | 0.14 | 1.28 | 1.48 | 0.54 | 1.11 | 8.53 | 14.14 | 3.33 | 1.45 |
Data as of 01/21/2021, Common starting date is 06/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTORX (TARGET 2025 SERIES CLASS R) |
-3.16%
Dec 2017 – Dec 2020 |
0.59%
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 |
|---|---|---|---|---|
| MTORX (TARGET 2025 SERIES CLASS R) |
11.71%
Jul 2012 – Jul 2015 |
8.52%
Jul 2012 – Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart