Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TNIIX (1290 RETIREMENT 2020 FUND CLASS I) NA -19.48% -0.11% -0.27% NA NA NA
Data as of 09/23/2025, Common starting date is 02/28/2017
More Performance Analytics Comparison
Name Start Date End Date
TNIIX (1290 RETIREMENT 2020 FUND CLASS I) 02/28/2017 09/23/2025
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
Annualized Return (%) 0.00 -19.48 -0.11 -0.27 NA NA NA -17.95 7.15 9.43 -13.07 8.96 6.94 16.84 -3.28 8.77
Sharpe Ratio NA -0.91 -0.23 -0.19 NA NA NA -0.94 0.61 0.85 -1.28 1.54 0.39 2.96 -0.64 2.20
Standard Deviation(%) NA 24.64 15.56 13.08 NA NA NA 28.78 5.82 6.82 11.36 5.79 17.18 5.18 7.31 4.46
Draw Down(%) NA 21.21 21.21 21.21 NA NA NA 21.21 3.28 6.56 18.14 2.91 20.41 2.20 8.53 2.03
Yield(%) 0.00 6.48 6.89 5.65 3.98 2.66 1.99 0.00 7.10 3.96 8.35 5.33 3.98 3.88 1.82 1.98
Data as of 09/23/2025, Common starting date is 02/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TNIIX (1290 RETIREMENT 2020 FUND CLASS I) -2.76%
May 2022 – May 2025
-0.82%
Aug 2020 – Aug 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TNIIX (1290 RETIREMENT 2020 FUND CLASS I) 10.83%
Dec 2018 – Dec 2021
6.47%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return