Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDOTX (ClearTrack 2025 Class R6) | NA | 9.49% | -1.33% | -0.34% | 0.95% | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDOTX (ClearTrack 2025 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 | 9.49 | -1.33 | -0.34 | 0.95 | NA | NA | … | … | 2.49 | 8.45 | 13.75 | -31.34 | 6.72 | -7.63 | 19.15 | -5.73 | 13.59 | 6.29 | -3.33 |
| Sharpe Ratio | NA | 0.61 | -0.40 | -0.24 | -0.07 | NA | NA | … | … | 1.34 | 0.28 | 1.25 | -1.40 | 0.83 | -0.59 | 2.72 | -0.79 | 3.18 | 0.69 | -0.44 |
| Standard Deviation(%) | NA | 5.79 | 14.41 | 12.27 | 10.88 | NA | NA | … | … | 3.82 | 6.55 | 7.63 | 23.49 | 8.07 | 13.37 | 6.52 | 8.93 | 4.09 | 8.87 | 9.09 |
| Draw Down(%) | NA | 3.55 | 24.03 | 33.92 | 34.08 | NA | NA | … | … | 1.41 | 3.54 | 7.53 | 31.34 | 3.75 | 18.27 | 2.98 | 11.69 | 1.25 | 6.35 | 9.11 |
| Yield(%) | 0.00 | 1.72 | 2.11 | 2.06 | 2.56 | 1.74 | 1.31 | … | … | 0.00 | 1.76 | 3.10 | 2.36 | 2.84 | 0.91 | 3.76 | 6.83 | 2.53 | 1.62 | 0.68 |
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 |
|---|---|---|---|---|
| TDOTX (ClearTrack 2025 Class R6) |
-12.20%
Dec 2019 – Dec 2022 |
-5.33%
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 |
|---|---|---|---|---|
| TDOTX (ClearTrack 2025 Class R6) |
8.46%
Dec 2016 – Dec 2019 |
5.48%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart