Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNBCX (1290 SMARTBETA EQUITY FUND CLASS T) | NA | 19.55% | 5.94% | 10.18% | 9.80% | NA | NA | … | … |
Data as of 12/30/2024, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNBCX (1290 SMARTBETA EQUITY FUND CLASS T) | 11/28/2014 | 12/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.55 | 5.94 | 10.18 | 9.80 | NA | NA | … | … | 18.98 | 16.80 | -14.44 | 22.84 | 11.01 | 28.79 | -5.75 | 21.54 | 6.11 | 1.23 | -1.54 |
| Sharpe Ratio | NA | 1.74 | 0.22 | 0.47 | 0.57 | NA | NA | … | … | 1.75 | 1.26 | -0.81 | 2.07 | 0.35 | 2.86 | -0.55 | 3.03 | 0.49 | 0.09 | -1.35 |
| Standard Deviation(%) | NA | 8.84 | 13.89 | 18.01 | 15.03 | NA | NA | … | … | 8.84 | 10.54 | 19.73 | 11.02 | 30.32 | 9.56 | 12.99 | 6.93 | 12.10 | 13.53 | 12.12 |
| Draw Down(%) | NA | 5.57 | 22.96 | 32.65 | 32.65 | NA | NA | … | … | 5.57 | 9.30 | 22.96 | 6.04 | 32.65 | 4.77 | 15.00 | 3.01 | 7.65 | 10.37 | 4.03 |
| Yield(%) | 0.00 | 0.00 | 0.78 | 2.74 | 3.64 | 2.41 | 1.81 | … | … | 0.00 | 1.67 | 0.92 | 8.59 | 1.43 | 4.59 | 4.87 | 3.56 | 1.40 | 1.74 | 0.32 |
Data as of 12/30/2024, 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 |
|---|---|---|---|---|
| TNBCX (1290 SMARTBETA EQUITY FUND CLASS T) |
3.56%
Sep 2019 – Sep 2022 |
4.89%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNBCX (1290 SMARTBETA EQUITY FUND CLASS T) |
20.65%
Dec 2018 – Dec 2021 |
15.01%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart