Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TLCRX (Target Large Capitalization Growth R) | NA | 5.94% | 15.22% | 14.58% | NA | NA | NA | 6.62% |
Data as of 07/16/2015, AR inception is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLCRX (Target Large Capitalization Growth R) | 09/08/2006 | 07/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.94 | 15.22 | 14.58 | NA | NA | NA | 6.62 | 1.17 | 2.77 | 27.06 | 13.90 | -1.93 | 15.48 | 26.93 | -41.07 | 2.02 | 7.66 |
| Sharpe Ratio | NA | 0.12 | 0.88 | 0.74 | NA | NA | NA | 0.15 | 0.17 | 0.20 | 2.07 | 1.01 | -0.08 | 0.80 | 1.07 | -1.12 | -0.05 | 2.41 |
| Standard Deviation(%) | NA | 13.67 | 13.13 | 16.80 | NA | NA | NA | 21.48 | 12.53 | 13.55 | 13.07 | 13.88 | 25.33 | 19.23 | 25.03 | 37.25 | 18.72 | 9.75 |
| Draw Down(%) | NA | 8.28 | 8.28 | 20.12 | NA | NA | NA | 57.33 | 4.88 | 8.21 | 5.92 | 10.99 | 20.12 | 16.41 | 22.56 | 49.07 | 12.66 | 3.37 |
| Yield(%) | 0.00 | 4.24 | 4.29 | 3.33 | 2.17 | 1.45 | 1.08 | 2.71 | 0.00 | 4.37 | 6.36 | 0.23 | 0.00 | 0.15 | 0.40 | 0.45 | 7.28 | 0.00 |
Data as of 07/16/2015, AR inception is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLCRX (Target Large Capitalization Growth R) |
-10.44%
Jun 2007 - Jun 2010 |
-1.96%
Oct 2007 - Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLCRX (Target Large Capitalization Growth R) |
23.02%
Feb 2009 - Feb 2012 |
21.12%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart