Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDKTX (ClearTrack 2015 Class R6) | NA | 8.62% | 4.16% | 5.77% | 4.99% | NA | NA | … | … |
Data as of 03/03/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDKTX (ClearTrack 2015 Class R6) | 03/03/2015 | 03/03/2025 |
| 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 | 8.62 | 4.16 | 5.77 | 4.99 | NA | NA | … | … | 0.00 | 10.73 | 12.46 | -14.47 | 8.77 | 12.54 | 16.89 | -5.05 | 11.43 | 4.54 | -3.46 |
| Sharpe Ratio | NA | 0.47 | 0.11 | 0.36 | 0.41 | NA | NA | … | … | -0.18 | 0.81 | 1.28 | -1.39 | 1.37 | 0.76 | 2.91 | -0.90 | 3.03 | 0.62 | -0.55 |
| Standard Deviation(%) | NA | 10.83 | 9.88 | 10.90 | 8.92 | NA | NA | … | … | 17.24 | 8.72 | 6.94 | 11.50 | 6.36 | 16.18 | 5.29 | 7.18 | 3.57 | 6.96 | 7.59 |
| Draw Down(%) | NA | 4.07 | 15.68 | 19.93 | 19.93 | NA | NA | … | … | 3.33 | 4.07 | 6.95 | 19.53 | 2.94 | 18.56 | 2.35 | 9.44 | 1.38 | 4.70 | 8.04 |
| Yield(%) | 0.00 | 107.36 | 34.65 | 24.33 | 14.38 | 9.59 | 7.19 | … | … | 0.00 | 110.06 | 3.22 | 29.48 | 6.82 | 3.69 | 4.44 | 5.81 | 3.16 | 1.95 | 0.75 |
Data as of 03/03/2025, 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 |
|---|---|---|---|---|
| TDKTX (ClearTrack 2015 Class R6) |
0.51%
Apr 2021 – Apr 2024 |
2.46%
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 |
|---|---|---|---|---|
| TDKTX (ClearTrack 2015 Class R6) |
12.68%
Dec 2018 – Dec 2021 |
8.65%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart