Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TCETX (ClearTrack 2035 Class R1) NA 9.59% -16.12% -7.84% NA NA NA
Data as of 02/19/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
Name Start Date End Date
TCETX (ClearTrack 2035 Class R1) 03/03/2015 02/19/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 9.59 -16.12 -7.84 NA NA NA 0.00 11.05 14.75 -57.03 9.56 14.05 21.11 -7.79 16.02 6.91 -4.10
Sharpe Ratio NA 0.69 -0.50 -0.30 NA NA NA 0.00 0.84 1.13 -0.89 0.94 0.57 2.36 -0.82 3.07 0.60 -0.43
Standard Deviation(%) NA 8.28 38.68 32.17 NA NA NA NA 8.86 9.86 65.66 10.13 24.17 8.33 11.24 5.02 11.17 11.47
Draw Down(%) NA 4.98 54.94 58.68 NA NA NA 0.00 4.98 9.40 57.10 4.09 25.97 4.21 15.08 1.52 8.65 10.38
Yield(%) 0.00 0.00 0.39 1.36 2.13 1.42 1.07 0.00 0.00 0.64 0.82 2.71 2.70 2.42 6.41 1.98 1.30 0.00
Data as of 02/19/2025, Common starting date is 03/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TCETX (ClearTrack 2035 Class R1) -19.76%
Apr 2021 – Apr 2024
-9.73%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TCETX (ClearTrack 2035 Class R1) 14.81%
Dec 2018 – Dec 2021
11.13%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return