Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCITX (ClearTrack Ret Income Class R1) | NA | 6.16% | -5.60% | -2.67% | 0.03% | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCITX (ClearTrack Ret Income Class R1) | 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 | 6.16 | -5.60 | -2.67 | 0.03 | NA | NA | … | … | -0.36 | 7.65 | 11.89 | -36.45 | 2.70 | 8.81 | 14.20 | -3.88 | 7.59 | 4.78 | -3.60 |
| Sharpe Ratio | NA | 0.04 | -0.55 | -0.36 | -0.14 | NA | NA | … | … | -3.62 | 0.18 | 1.09 | -1.26 | 0.43 | 0.65 | 3.24 | -1.00 | 2.44 | 0.83 | -0.82 |
| Standard Deviation(%) | NA | 4.99 | 17.98 | 14.64 | 11.43 | NA | NA | … | … | 1.12 | 6.04 | 7.08 | 30.07 | 6.23 | 13.12 | 3.95 | 5.20 | 2.87 | 5.50 | 5.24 |
| Draw Down(%) | NA | 2.94 | 29.91 | 38.59 | 38.59 | NA | NA | … | … | 0.36 | 3.27 | 7.19 | 36.45 | 3.38 | 15.67 | 1.35 | 7.03 | 1.37 | 3.68 | 6.11 |
| Yield(%) | 0.00 | 0.00 | 1.33 | 1.46 | 2.03 | 1.37 | 1.03 | … | … | 0.00 | 0.00 | 2.54 | 2.05 | 2.06 | 0.99 | 2.58 | 6.99 | 2.07 | 1.25 | 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 |
|---|---|---|---|---|
| TCITX (ClearTrack Ret Income Class R1) |
-11.49%
Oct 2020 – Oct 2023 |
-4.86%
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 |
|---|---|---|---|---|
| TCITX (ClearTrack Ret Income Class R1) |
8.90%
Oct 2018 – Oct 2021 |
6.31%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart