Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MTZRX (TARGET 2055 SERIES CLASS R) | NA | -56.34% | -20.44% | -5.88% | NA | NA | NA | 0.46% |
Data as of 01/21/2021, AR inception is 06/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTZRX (TARGET 2055 SERIES CLASS R) | 06/27/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -41.09 | -56.34 | -20.44 | -5.88 | NA | NA | NA | 0.46 | 0.00 | -24.06 | 25.77 | -7.20 | 23.66 | 4.26 | -5.37 | 13.83 | 25.18 | 12.45 |
| Sharpe Ratio | NA | -0.57 | -0.21 | 0.17 | NA | NA | NA | 0.33 | 0.00 | -0.53 | 2.52 | -0.62 | 3.51 | 0.30 | -0.39 | 1.02 | 2.47 | 1.28 |
| Standard Deviation(%) | NA | 45.44 | 28.00 | 22.67 | NA | NA | NA | 19.58 | NA | 45.47 | 9.68 | 13.85 | 6.59 | 13.64 | 13.99 | 13.52 | 10.20 | 20.41 |
| Draw Down(%) | NA | 33.78 | 33.78 | 33.78 | NA | NA | NA | 33.78 | 0.00 | 33.78 | 4.01 | 16.67 | 2.72 | 9.86 | 14.31 | 10.57 | 6.31 | 8.10 |
| Yield(%) | 0.00 | 0.00 | 2.35 | 4.59 | 6.59 | 4.39 | 3.30 | 8.24 | 0.00 | 0.00 | 1.42 | 6.12 | 10.38 | 1.92 | 9.15 | 16.73 | 8.44 | 0.15 |
Data as of 01/21/2021, AR inception is 06/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTZRX (TARGET 2055 SERIES CLASS R) |
-3.42%
Dec 2017 - Dec 2020 |
2.51%
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 |
|---|---|---|---|---|
| MTZRX (TARGET 2055 SERIES CLASS R) |
15.54%
Jul 2012 - Jul 2015 |
11.97%
Jul 2012 - Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart