Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDHTX (ClearTrack 2030 Class R6) | NA | 10.12% | -10.83% | -3.67% | 0.09% | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDHTX (ClearTrack 2030 Class R6) | 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 | 10.12 | -10.83 | -3.67 | 0.09 | NA | NA | … | … | 2.84 | 9.61 | 14.90 | -50.87 | 8.45 | 11.54 | 20.52 | -6.19 | 14.66 | 6.94 | -3.50 |
| Sharpe Ratio | NA | 0.64 | -0.48 | -0.25 | -0.08 | NA | NA | … | … | 1.47 | 0.41 | 1.22 | -0.97 | 0.95 | 0.54 | 2.59 | -0.76 | 3.21 | 0.71 | -0.42 |
| Standard Deviation(%) | NA | 6.58 | 31.85 | 25.57 | 19.87 | NA | NA | … | … | 4.28 | 7.39 | 8.77 | 54.25 | 8.83 | 21.04 | 7.37 | 9.96 | 4.39 | 9.56 | 10.01 |
| Draw Down(%) | NA | 3.84 | 45.31 | 52.52 | 52.52 | NA | NA | … | … | 1.54 | 3.74 | 8.30 | 50.87 | 3.56 | 22.78 | 3.53 | 12.79 | 1.32 | 7.05 | 9.21 |
| Yield(%) | 0.00 | 1.63 | 1.63 | 2.18 | 2.71 | 1.84 | 1.38 | … | … | 0.00 | 1.69 | 2.87 | 2.12 | 3.11 | 1.58 | 4.05 | 6.66 | 2.84 | 1.57 | 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 |
|---|---|---|---|---|
| TDHTX (ClearTrack 2030 Class R6) |
-16.19%
Apr 2021 – Apr 2024 |
-7.64%
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 |
|---|---|---|---|---|
| TDHTX (ClearTrack 2030 Class R6) |
13.39%
Dec 2018 – Dec 2021 |
10.25%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart