Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNBAX (1290 SMARTBETA EQUITY FUND CLASS A) | 2.98% | 10.53% | 14.27% | 8.61% | 10.56% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNBAX (1290 SMARTBETA EQUITY FUND CLASS A) | 11/28/2014 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | 10.53 | 14.27 | 8.61 | 10.56 | NA | NA | … | … | 2.98 | 13.64 | 16.46 | 16.48 | -14.66 | 22.52 | 10.76 | 28.56 | -5.98 | 21.18 | 5.94 | 0.97 | -1.57 |
| Sharpe Ratio | NA | 1.11 | 1.03 | 0.46 | 0.60 | NA | NA | … | … | 0.78 | 0.84 | 1.11 | 1.22 | -0.82 | 1.95 | 0.35 | 2.82 | -0.57 | 3.05 | 0.48 | 0.07 | -1.39 |
| Standard Deviation(%) | NA | 8.68 | 11.46 | 13.47 | 15.06 | NA | NA | … | … | 10.07 | 12.90 | 11.52 | 10.56 | 19.77 | 11.53 | 30.29 | 9.61 | 12.90 | 6.75 | 12.03 | 13.50 | 11.98 |
| Draw Down(%) | NA | 7.78 | 14.74 | 23.33 | 32.67 | NA | NA | … | … | 7.78 | 12.09 | 7.02 | 9.33 | 23.15 | 6.11 | 32.67 | 4.84 | 15.21 | 2.78 | 7.65 | 10.38 | 4.13 |
| Yield(%) | 0.00 | 4.68 | 4.15 | 3.98 | 4.74 | 3.34 | 2.51 | … | … | 0.00 | 4.97 | 4.75 | 1.40 | 0.70 | 8.34 | 1.19 | 4.35 | 4.63 | 3.29 | 1.13 | 1.48 | 0.29 |
Data as of 06/03/2026, Common starting date is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNBAX (1290 SMARTBETA EQUITY FUND CLASS A) |
3.31%
Sep 2019 – Sep 2022 |
4.66%
Mar 2015 – Mar 2020 |
9.25%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNBAX (1290 SMARTBETA EQUITY FUND CLASS A) |
20.38%
Dec 2018 – Dec 2021 |
14.73%
Dec 2016 – Dec 2021 |
11.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart