Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TCTSX (CLEARTRACK 2055 CLASS R6) NA 160,638.77% 979.37% 343.20% NA NA NA
Data as of 04/28/2025, Common starting date is 07/06/2017
More Performance Analytics Comparison
Name Start Date End Date
TCTSX (CLEARTRACK 2055 CLASS R6) 07/06/2017 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
Annualized Return (%) 156,313.00 160,638.77 979.37 343.20 NA NA NA -0.66 13.87 19.85 -45.29 17.22 15.02 26.81 -8.99 -11.48
Sharpe Ratio NA 0.12 -0.37 0.01 NA NA NA -0.21 0.66 1.29 -1.09 1.38 0.47 2.32 -0.72 -0.73
Standard Deviation(%) NA 16.23 26.95 23.13 NA NA NA 23.56 11.10 12.15 42.98 12.43 31.62 10.97 14.37 31.48
Draw Down(%) NA 15.38 38.09 46.39 NA NA NA 15.38 7.06 11.10 45.44 5.02 32.66 5.91 17.81 19.79
Yield(%) 104.99 107.92 28.13 23.29 10.23 6.82 5.12 99.56 1.19 1.85 1.32 4.23 1.56 3.98 4.26 0.84
Data as of 04/28/2025, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TCTSX (CLEARTRACK 2055 CLASS R6) -10.10%
Apr 2021 – Apr 2024
-3.17%
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
TCTSX (CLEARTRACK 2055 CLASS R6) 19.57%
Dec 2018 – Dec 2021
6.28%
Aug 2017 – Aug 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return