Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MTTRX (TARGET 2040 SERIES CLASS R) | NA | -18.15% | -2.24% | 5.49% | 4.76% | NA | NA | 4.33% |
Data as of 01/21/2021, AR inception is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTTRX (TARGET 2040 SERIES CLASS R) | 04/02/2008 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.15 | -2.24 | 5.49 | 4.76 | NA | NA | 4.33 | 0.00 | -16.24 | 23.86 | -6.06 | 20.49 | 3.81 | -5.33 | 5.05 | 23.98 | 15.63 | -7.47 | 13.88 | 33.47 | -31.99 |
| Sharpe Ratio | NA | -0.53 | -0.14 | 0.27 | 0.27 | NA | NA | 0.19 | 0.00 | -0.47 | 2.96 | -0.64 | 3.44 | 0.30 | -0.42 | 0.50 | 2.47 | 1.22 | -0.32 | 0.84 | 1.27 | -1.03 |
| Standard Deviation(%) | NA | 34.71 | 21.58 | 17.70 | 16.24 | NA | NA | 19.32 | NA | 34.74 | 7.60 | 11.47 | 5.80 | 12.07 | 12.63 | 10.03 | 9.68 | 12.87 | 23.27 | 16.40 | 26.23 | 39.55 |
| Draw Down(%) | NA | 26.69 | 26.69 | 26.69 | 26.69 | NA | NA | 48.51 | 0.00 | 26.69 | 3.01 | 13.72 | 2.35 | 9.02 | 13.32 | 10.11 | 6.38 | 10.93 | 22.76 | 14.66 | 25.57 | 43.48 |
| Yield(%) | 0.00 | 0.05 | 2.36 | 2.68 | 6.10 | 4.29 | 3.22 | 5.36 | 0.00 | 0.05 | 0.84 | 6.52 | 2.55 | 0.90 | 15.32 | 17.90 | 8.94 | 3.05 | 5.64 | 1.64 | 0.00 | 0.00 |
Data as of 01/21/2021, AR inception is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTTRX (TARGET 2040 SERIES CLASS R) |
-0.85%
Dec 2017 - Dec 2020 |
3.16%
Dec 2013 - Dec 2018 |
4.86%
Dec 2010 - Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTTRX (TARGET 2040 SERIES CLASS R) |
21.56%
Feb 2009 - Feb 2012 |
19.33%
Feb 2009 - Feb 2014 |
11.57%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart