Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCPTX (ClearTrack 2045 Class R1) | NA | 9.11% | -18.79% | -7.32% | -1.98% | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCPTX (ClearTrack 2045 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 | 9.11 | -18.79 | -7.32 | -1.98 | NA | NA | … | … | -0.71 | 14.38 | 18.53 | -64.90 | 13.36 | 12.38 | 24.63 | -9.19 | 19.20 | 7.94 | -4.60 |
| Sharpe Ratio | NA | 0.35 | -0.47 | -0.25 | -0.12 | NA | NA | … | … | -2.32 | 0.75 | 1.22 | -0.79 | 1.13 | 0.41 | 2.21 | -0.76 | 3.05 | 0.59 | -0.39 |
| Standard Deviation(%) | NA | 8.93 | 49.24 | 39.23 | 30.03 | NA | NA | … | … | 2.23 | 10.43 | 11.83 | 84.25 | 11.83 | 29.28 | 10.53 | 13.84 | 6.10 | 13.17 | 13.93 |
| Draw Down(%) | NA | 6.74 | 60.35 | 66.06 | 66.06 | NA | NA | … | … | 0.71 | 6.74 | 10.82 | 64.99 | 4.76 | 30.65 | 5.65 | 18.05 | 2.02 | 10.69 | 12.11 |
| Yield(%) | 0.00 | 0.00 | 0.58 | 1.48 | 2.10 | 1.43 | 1.07 | … | … | 0.00 | 0.00 | 1.51 | 1.00 | 3.33 | 0.92 | 2.82 | 6.14 | 1.99 | 1.26 | 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 |
|---|---|---|---|---|
| TCPTX (ClearTrack 2045 Class R1) |
-23.55%
Apr 2021 – Apr 2024 |
-12.73%
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 |
|---|---|---|---|---|
| TCPTX (ClearTrack 2045 Class R1) |
16.66%
Dec 2018 – Dec 2021 |
12.56%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart