Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCMTX (ClearTrack 2050 Class R6) | NA | 12.71% | -18.39% | -6.02% | -1.09% | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCMTX (ClearTrack 2050 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 | 12.71 | -18.39 | -6.02 | -1.09 | NA | NA | … | … | 3.83 | 13.76 | 19.62 | -66.05 | 15.66 | 15.19 | 25.89 | -8.87 | 20.17 | 8.92 | -4.50 |
| Sharpe Ratio | NA | 0.68 | -0.44 | -0.21 | -0.09 | NA | NA | … | … | 1.53 | 0.65 | 1.28 | -0.77 | 1.26 | 0.48 | 2.26 | -0.72 | 3.14 | 0.66 | -0.39 |
| Standard Deviation(%) | NA | 10.05 | 51.44 | 40.99 | 31.35 | NA | NA | … | … | 6.28 | 11.00 | 12.07 | 87.97 | 12.41 | 31.08 | 10.82 | 14.10 | 6.26 | 13.25 | 13.95 |
| Draw Down(%) | NA | 6.97 | 61.72 | 67.10 | 67.10 | NA | NA | … | … | 2.10 | 6.97 | 11.00 | 66.16 | 4.97 | 32.21 | 5.78 | 17.94 | 2.00 | 10.79 | 11.99 |
| Yield(%) | 0.00 | 1.10 | 1.01 | 2.21 | 2.59 | 1.77 | 1.33 | … | … | 0.00 | 1.16 | 2.18 | 1.50 | 4.14 | 1.54 | 3.10 | 6.09 | 2.20 | 1.62 | 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 |
|---|---|---|---|---|
| TCMTX (ClearTrack 2050 Class R6) |
-23.74%
Apr 2021 – Apr 2024 |
-12.30%
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 |
|---|---|---|---|---|
| TCMTX (ClearTrack 2050 Class R6) |
18.81%
Dec 2018 – Dec 2021 |
14.03%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart