Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNNIX (1290 RETIREMENT 2040 FUND CLASS I) | NA | -34.51% | -4.37% | -1.60% | 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 |
|---|---|---|
| TNNIX (1290 RETIREMENT 2040 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 | -34.51 | -4.37 | -1.60 | NA | NA | NA | … | … | -33.31 | 10.82 | 11.91 | -13.73 | 14.93 | 8.17 | 21.79 | -4.72 | 12.09 |
| Sharpe Ratio | NA | -0.80 | -0.27 | -0.16 | NA | NA | NA | … | … | -0.83 | 0.89 | 0.92 | -0.97 | 1.71 | 0.31 | 2.60 | -0.56 | 2.43 |
| Standard Deviation(%) | NA | 47.23 | 28.54 | 23.29 | NA | NA | NA | … | … | 55.32 | 8.08 | 9.10 | 15.73 | 8.71 | 25.48 | 7.80 | 10.90 | 5.69 |
| Draw Down(%) | NA | 36.96 | 36.96 | 36.96 | NA | NA | NA | … | … | 36.96 | 4.07 | 8.83 | 20.71 | 4.17 | 28.62 | 3.71 | 12.65 | 1.80 |
| Yield(%) | 0.00 | 7.63 | 5.08 | 4.35 | 3.23 | 2.16 | 1.62 | … | … | 0.00 | 8.64 | 2.75 | 2.23 | 2.42 | 3.83 | 2.22 | 2.27 | 1.89 |
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 |
|---|---|---|---|---|
| TNNIX (1290 RETIREMENT 2040 FUND CLASS I) |
-7.48%
May 2022 – May 2025 |
-2.45%
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 |
|---|---|---|---|---|
| TNNIX (1290 RETIREMENT 2040 FUND CLASS I) |
14.83%
Dec 2018 – Dec 2021 |
10.31%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart