Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCHDX (ClearTrack 2035 Class R6) | NA | 11.17% | -13.03% | -4.29% | -0.20% | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCHDX (ClearTrack 2035 Class R6) | 03/03/2015 | 04/28/2025 |
| 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 | 11.17 | -13.03 | -4.29 | -0.20 | NA | NA | … | … | 3.04 | 11.50 | 16.72 | -56.20 | 10.36 | 12.79 | 22.06 | -7.29 | 16.84 | 7.65 | -3.80 |
| Sharpe Ratio | NA | 0.68 | -0.46 | -0.23 | -0.08 | NA | NA | … | … | 1.39 | 0.57 | 1.28 | -0.90 | 1.02 | 0.52 | 2.48 | -0.77 | 3.25 | 0.66 | -0.39 |
| Standard Deviation(%) | NA | 7.82 | 37.76 | 30.24 | 23.39 | NA | NA | … | … | 5.01 | 8.65 | 9.82 | 64.39 | 10.13 | 24.27 | 8.33 | 11.28 | 5.00 | 11.20 | 11.54 |
| Draw Down(%) | NA | 5.03 | 51.02 | 57.82 | 57.82 | NA | NA | … | … | 1.70 | 5.03 | 9.25 | 56.26 | 4.11 | 25.88 | 4.17 | 14.64 | 1.51 | 8.52 | 10.18 |
| Yield(%) | 0.00 | 1.43 | 1.39 | 2.15 | 2.68 | 1.83 | 1.37 | … | … | 0.00 | 1.49 | 2.63 | 1.88 | 3.41 | 1.55 | 3.16 | 7.07 | 2.68 | 1.75 | 0.00 |
Data as of 04/28/2025, 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 |
|---|---|---|---|---|
| TCHDX (ClearTrack 2035 Class R6) |
-18.59%
Apr 2021 – Apr 2024 |
-9.21%
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 |
|---|---|---|---|---|
| TCHDX (ClearTrack 2035 Class R6) |
14.96%
Dec 2018 – Dec 2021 |
11.49%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart