Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TASGX (Target Small Capitalization Growth T) | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 06/21/1996, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TASGX (Target Small Capitalization Growth T) | 06/21/1996 | 06/21/1996 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | NA | NA | NA | NA | NA | 6.16 | 3.73 | 35.21 | 13.85 | -1.36 | 26.58 | 28.19 | -46.06 | 4.20 | 7.62 | 4.54 | 15.03 | 34.51 | -32.17 | -19.33 | 0.97 | 29.37 | 2.55 | 21.02 | 0.00 |
| Sharpe Ratio | NA | 0.89 | 1.04 | 0.76 | 0.19 | NA | NA | 0.04 | 0.74 | 0.20 | 2.36 | 0.74 | -0.04 | 1.08 | 0.99 | -1.16 | 0.07 | 0.27 | 0.17 | 0.84 | 1.88 | -1.35 | -0.85 | -0.10 | 1.65 | -0.03 | -2.03 | 0.13 |
| Standard Deviation(%) | NA | 17.08 | 16.75 | 21.76 | 24.37 | NA | NA | 0.00 | 15.86 | 18.84 | 14.93 | 18.72 | 32.74 | 24.42 | 28.46 | 40.55 | 18.13 | 16.35 | 13.74 | 16.83 | 17.99 | 24.72 | 25.83 | 30.35 | 15.82 | 23.89 | 16.81 | 0.00 |
| Draw Down(%) | NA | 12.54 | 18.05 | 28.02 | 64.20 | NA | NA | 0.00 | 6.29 | 18.05 | 6.46 | 15.43 | 28.02 | 17.72 | 28.33 | 57.15 | 13.41 | 16.54 | 12.79 | 18.14 | 13.11 | 38.85 | 35.22 | 24.88 | 14.53 | 41.97 | 15.06 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
Data as of 06/21/1996, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TASGX (Target Small Capitalization Growth T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TASGX (Target Small Capitalization Growth T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart