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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TOORX (Target 2050 Fund I Class) 9.46% 11.32% 13.96% 10.52% NA NA NA 11.35%
Data as of 07/22/2025, AR inception is 03/01/2016
More Performance Analytics Comparison
Name Start Date End Date
TOORX (Target 2050 Fund I Class) 03/01/2016 07/22/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 1.19 11.32 13.96 10.52 NA NA NA 11.35 9.46 13.84 20.19 -18.94 16.60 18.24 24.36 -7.00 21.41 11.95
Sharpe Ratio NA 0.50 0.80 0.59 NA NA NA 0.63 0.76 0.95 1.44 -0.99 1.43 0.68 2.42 -0.69 3.58 1.31
Standard Deviation(%) NA 15.77 14.36 14.68 NA NA NA 14.80 18.30 10.79 11.57 20.66 11.62 26.27 9.46 12.24 5.83 10.78
Draw Down(%) NA 14.76 15.22 27.52 NA NA NA 30.88 14.76 7.11 10.12 25.81 6.26 30.88 4.87 15.95 1.74 6.44
Yield(%) 0.00 3.04 4.21 4.25 4.96 3.31 2.48 5.51 0.00 3.43 3.50 4.63 4.36 3.24 5.41 5.05 4.26 4.08
Data as of 07/22/2025, AR inception is 03/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TOORX (Target 2050 Fund I Class) 2.13%
Mar 2017 - Mar 2020
4.41%
Sep 2017 - Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TOORX (Target 2050 Fund I Class) 19.68%
Dec 2018 - Dec 2021
14.58%
Jun 2016 - Jun 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart