Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCRTX (ClearTrack 2040 Class R1) | NA | 10.49% | 5.73% | 6.79% | NA | NA | NA | … | … |
Data as of 02/19/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCRTX (ClearTrack 2040 Class R1) | 03/03/2015 | 02/19/2025 |
| 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 | 10.49 | 5.73 | 6.79 | NA | NA | NA | … | … | 0.00 | 12.48 | 17.28 | -17.40 | 14.79 | 14.29 | 22.51 | -8.46 | 17.83 | 7.39 | -4.70 |
| Sharpe Ratio | NA | 0.73 | 0.17 | 0.30 | NA | NA | NA | … | … | 0.00 | 0.92 | 1.26 | -0.96 | 1.40 | 0.53 | 2.32 | -0.80 | 3.07 | 0.58 | -0.43 |
| Standard Deviation(%) | NA | 9.02 | 13.80 | 16.66 | NA | NA | NA | … | … | NA | 9.65 | 10.91 | 19.69 | 10.57 | 26.15 | 9.08 | 12.38 | 5.63 | 12.43 | 13.15 |
| Draw Down(%) | NA | 5.98 | 21.65 | 27.85 | NA | NA | NA | … | … | 0.00 | 5.98 | 10.38 | 25.42 | 4.45 | 27.85 | 4.76 | 16.40 | 1.78 | 10.07 | 11.53 |
| Yield(%) | 0.00 | 0.00 | 15.18 | 11.86 | 8.63 | 5.76 | 4.32 | … | … | 0.00 | 0.00 | 1.63 | 41.25 | 6.69 | 3.19 | 2.73 | 6.47 | 1.89 | 1.33 | 0.00 |
Data as of 02/19/2025, 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 |
|---|---|---|---|---|
| TCRTX (ClearTrack 2040 Class R1) |
1.45%
Mar 2017 – Mar 2020 |
2.90%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCRTX (ClearTrack 2040 Class R1) |
17.14%
Dec 2018 – Dec 2021 |
12.04%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart