Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCSUX (ClearTrack 2020 Class R6) | NA | 22,488.83% | 513.67% | 197.79% | NA | NA | NA | … | … |
Data as of 02/27/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCSUX (ClearTrack 2020 Class R6) | 03/03/2015 | 02/27/2025 |
| 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 (%) | 20,376.19 | 22,488.83 | 513.67 | 197.79 | NA | NA | NA | … | … | 20,863.72 | 9.04 | 12.54 | -14.67 | 9.31 | -5.28 | 17.39 | -5.51 | 12.50 | 4.40 | -3.47 |
| Sharpe Ratio | NA | 42.17 | 1.66 | 0.82 | NA | NA | NA | … | … | NA | 0.65 | 1.28 | -1.40 | 1.38 | -0.43 | 2.72 | -0.88 | 3.14 | 0.56 | -0.51 |
| Standard Deviation(%) | NA | 533.27 | 307.99 | 238.47 | NA | NA | NA | … | … | 1,370.32 | 8.33 | 7.01 | 11.54 | 6.75 | 12.96 | 5.84 | 7.90 | 3.79 | 7.50 | 8.19 |
| Draw Down(%) | NA | 4.13 | 15.84 | 20.14 | NA | NA | NA | … | … | 0.00 | 4.13 | 6.91 | 19.65 | 3.14 | 17.73 | 2.64 | 10.16 | 1.38 | 5.11 | 8.24 |
| Yield(%) | 99.51 | 111.34 | 36.18 | 21.94 | 13.03 | 8.69 | 6.52 | … | … | 101.88 | 107.57 | 3.29 | 17.34 | 6.62 | 0.69 | 5.85 | 6.94 | 2.62 | 1.80 | 0.74 |
Data as of 02/27/2025, 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 |
|---|---|---|---|---|
| TCSUX (ClearTrack 2020 Class R6) |
-4.37%
Sep 2019 – Sep 2022 |
-0.87%
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 |
|---|---|---|---|---|
| TCSUX (ClearTrack 2020 Class R6) |
7.66%
Dec 2016 – Dec 2019 |
5.35%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart