Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCOTX (ClearTrack 2045 Class R6) | NA | 12.66% | -17.28% | -6.05% | -0.84% | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCOTX (ClearTrack 2045 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 | 12.66 | -17.28 | -6.05 | -0.84 | NA | NA | … | … | 3.72 | 13.33 | 19.30 | -64.34 | 14.11 | 13.12 | 27.58 | -8.61 | 20.00 | 8.60 | -4.20 |
| Sharpe Ratio | NA | 0.71 | -0.44 | -0.22 | -0.08 | NA | NA | … | … | 1.56 | 0.64 | 1.29 | -0.79 | 1.19 | 0.44 | 2.48 | -0.72 | 3.18 | 0.64 | -0.36 |
| Standard Deviation(%) | NA | 9.62 | 48.74 | 38.87 | 29.79 | NA | NA | … | … | 5.93 | 10.56 | 11.81 | 83.30 | 11.84 | 29.34 | 10.57 | 13.93 | 6.13 | 13.08 | 13.96 |
| Draw Down(%) | NA | 6.60 | 59.82 | 65.46 | 65.46 | NA | NA | … | … | 1.98 | 6.60 | 10.75 | 64.43 | 4.70 | 30.59 | 5.52 | 17.61 | 1.91 | 10.65 | 11.89 |
| Yield(%) | 0.00 | 1.09 | 1.05 | 2.15 | 2.92 | 1.99 | 1.49 | … | … | 0.00 | 1.15 | 2.20 | 1.54 | 4.03 | 1.58 | 5.46 | 6.77 | 2.70 | 1.74 | 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 |
|---|---|---|---|---|
| TCOTX (ClearTrack 2045 Class R6) |
-22.80%
Apr 2021 – Apr 2024 |
-11.70%
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 |
|---|---|---|---|---|
| TCOTX (ClearTrack 2045 Class R6) |
18.09%
Dec 2018 – Dec 2021 |
13.68%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart