Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCKTX (ClearTrack 2040 Class R6) | NA | 12.10% | -13.71% | -4.37% | -0.15% | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCKTX (ClearTrack 2040 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 | 12.10 | -13.71 | -4.37 | -0.15 | NA | NA | … | … | 3.42 | 11.44 | 18.09 | -58.53 | 11.79 | 12.66 | 23.34 | -7.84 | 18.56 | 8.11 | -4.00 |
| Sharpe Ratio | NA | 0.72 | -0.44 | -0.21 | -0.07 | NA | NA | … | … | 1.52 | 0.50 | 1.26 | -0.87 | 1.07 | 0.47 | 2.42 | -0.74 | 3.18 | 0.64 | -0.36 |
| Standard Deviation(%) | NA | 8.61 | 40.70 | 32.64 | 25.32 | NA | NA | … | … | 5.40 | 9.73 | 11.06 | 69.40 | 11.02 | 26.22 | 9.04 | 12.47 | 5.66 | 12.37 | 13.26 |
| Draw Down(%) | NA | 5.55 | 53.46 | 60.03 | 60.03 | NA | NA | … | … | 1.82 | 5.55 | 10.25 | 58.62 | 4.32 | 27.78 | 4.61 | 15.90 | 1.76 | 10.00 | 11.32 |
| Yield(%) | 0.00 | 1.21 | 1.20 | 2.12 | 2.72 | 1.85 | 1.39 | … | … | 0.00 | 1.27 | 2.31 | 1.65 | 3.73 | 1.56 | 3.45 | 7.10 | 2.58 | 1.78 | 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 |
|---|---|---|---|---|
| TCKTX (ClearTrack 2040 Class R6) |
-19.47%
Dec 2019 – Dec 2022 |
-9.90%
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 |
|---|---|---|---|---|
| TCKTX (ClearTrack 2040 Class R6) |
15.81%
Dec 2018 – Dec 2021 |
12.32%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart