Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDFTX (ClearTrack 2030 Class R1) | NA | 7.18% | -12.14% | -4.77% | -0.80% | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDFTX (ClearTrack 2030 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 | 7.18 | -12.14 | -4.77 | -0.80 | NA | NA | … | … | -0.39 | 9.87 | 14.20 | -51.42 | 7.82 | 10.77 | 19.78 | -6.85 | 14.03 | 6.10 | -3.80 |
| Sharpe Ratio | NA | 0.20 | -0.51 | -0.29 | -0.12 | NA | NA | … | … | -3.46 | 0.43 | 1.16 | -0.97 | 0.89 | 0.50 | 2.52 | -0.83 | 3.06 | 0.61 | -0.46 |
| Standard Deviation(%) | NA | 6.38 | 32.07 | 25.72 | 19.96 | NA | NA | … | … | 1.20 | 7.58 | 8.62 | 54.67 | 8.79 | 21.05 | 7.28 | 9.89 | 4.39 | 9.63 | 9.89 |
| Draw Down(%) | NA | 3.79 | 45.79 | 53.06 | 53.06 | NA | NA | … | … | 0.39 | 3.92 | 8.56 | 51.42 | 3.67 | 22.79 | 3.56 | 13.30 | 1.33 | 7.17 | 9.41 |
| Yield(%) | 0.00 | 0.00 | 0.97 | 1.42 | 2.04 | 1.39 | 1.04 | … | … | 0.00 | 0.00 | 2.20 | 1.55 | 2.42 | 0.92 | 3.31 | 6.00 | 2.13 | 1.12 | 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 |
|---|---|---|---|---|
| TDFTX (ClearTrack 2030 Class R1) |
-16.85%
Apr 2021 – Apr 2024 |
-8.33%
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 |
|---|---|---|---|---|
| TDFTX (ClearTrack 2030 Class R1) |
12.68%
Dec 2018 – Dec 2021 |
9.53%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart