Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TORFX (Target 2010 Fund I Class) | 3.55% | 10.63% | 9.40% | 4.12% | 6.02% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TORFX (Target 2010 Fund I Class) | 03/01/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 10.63 | 9.40 | 4.12 | 6.02 | NA | NA | … | … | 3.55 | 5.36 | 7.50 | 10.90 | -12.61 | 7.63 | 11.21 | 15.10 | -3.14 | 10.33 | 7.26 |
| Sharpe Ratio | NA | 1.62 | 1.11 | 0.25 | 0.68 | NA | NA | … | … | 0.96 | 0.33 | 0.79 | 1.30 | -1.58 | 1.56 | 0.89 | 3.50 | -0.90 | 3.74 | 1.71 |
| Standard Deviation(%) | NA | 4.94 | 5.53 | 6.26 | 6.50 | NA | NA | … | … | 6.21 | 7.70 | 4.88 | 5.60 | 8.92 | 4.86 | 12.29 | 3.89 | 5.02 | 2.60 | 4.95 |
| Draw Down(%) | NA | 4.21 | 5.23 | 17.23 | 18.08 | NA | NA | … | … | 4.21 | 5.23 | 2.55 | 5.03 | 16.56 | 2.59 | 18.08 | 1.57 | 7.04 | 0.90 | 2.50 |
| Yield(%) | 0.00 | 5.42 | 4.85 | 5.13 | 5.19 | 3.64 | 2.73 | … | … | 0.00 | 5.62 | 4.62 | 4.08 | 6.98 | 7.82 | 5.64 | 3.58 | 4.90 | 3.56 | 2.71 |
Data as of 06/05/2026, Common starting date is 03/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORFX (Target 2010 Fund I Class) |
0.52%
Apr 2021 – Apr 2024 |
2.72%
Sep 2017 – Sep 2022 |
6.09%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORFX (Target 2010 Fund I Class) |
11.27%
Dec 2018 – Dec 2021 |
8.09%
Oct 2016 – Oct 2021 |
6.22%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart