Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TLVRX (Target Large Capitalization Value R) | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 09/08/2006, AR inception is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLVRX (Target Large Capitalization Value R) | 09/08/2006 | 09/08/2006 |
| 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 (%) | NA | NA | NA | NA | NA | NA | NA | NA | 1.83 | 12.42 | 35.75 | 13.90 | -2.79 | 11.54 | 19.08 | -40.70 | -1.60 | 0.00 |
| Sharpe Ratio | NA | 0.52 | 1.59 | 0.99 | NA | NA | NA | 0.14 | 0.29 | 1.08 | 3.16 | 1.06 | -0.12 | 0.60 | 0.65 | -0.93 | -0.27 | 0.64 |
| Standard Deviation(%) | NA | 12.12 | 11.61 | 15.26 | NA | NA | NA | 0.00 | 11.67 | 11.47 | 11.30 | 13.21 | 23.53 | 19.07 | 29.32 | 44.65 | 17.07 | 0.00 |
| Draw Down(%) | NA | 8.24 | 8.24 | 21.02 | NA | NA | NA | 0.00 | 4.27 | 8.24 | 5.08 | 10.75 | 21.02 | 17.06 | 31.30 | 52.31 | 14.22 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
Data as of 09/08/2006, 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 |
|---|---|---|---|---|
| TLVRX (Target Large Capitalization Value R) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLVRX (Target Large Capitalization Value R) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart