Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TPGPX (Target 2035 Fund I Class) | 8.35% | 11.90% | 11.00% | 8.37% | NA | NA | NA | 9.51% |
Data as of 07/25/2025, AR inception is 03/01/2016
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TPGPX (Target 2035 Fund I Class) | 03/01/2016 | 07/25/2025 |
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 (%) | 1.04 | 11.90 | 11.00 | 8.37 | NA | NA | NA | 9.51 | 8.35 | 10.72 | 16.09 | -16.44 | 13.02 | 15.59 | 21.01 | -5.68 | 18.08 | 10.56 |
Sharpe Ratio | NA | 0.80 | 0.72 | 0.58 | NA | NA | NA | 0.66 | 0.99 | 0.89 | 1.42 | -1.15 | 1.46 | 0.72 | 2.65 | -0.73 | 3.69 | 1.39 |
Standard Deviation(%) | NA | 10.89 | 10.58 | 10.99 | NA | NA | NA | 11.49 | 12.43 | 7.96 | 8.83 | 15.64 | 8.90 | 21.20 | 7.38 | 9.66 | 4.75 | 8.96 |
Draw Down(%) | NA | 10.23 | 12.85 | 23.49 | NA | NA | NA | 26.70 | 10.23 | 4.76 | 8.05 | 22.06 | 4.73 | 26.70 | 3.71 | 13.00 | 1.34 | 5.21 |
Yield(%) | 0.00 | 4.01 | 4.59 | 4.42 | 4.80 | 3.20 | 2.40 | 5.34 | 0.00 | 4.32 | 3.89 | 4.86 | 4.24 | 3.48 | 4.82 | 5.18 | 3.83 | 4.12 |
Data as of 07/25/2025, 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 |
---|---|---|---|---|
TPGPX (Target 2035 Fund I Class) |
1.62%
Apr 2021 - Apr 2024 |
3.88%
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 |
---|---|---|---|---|
TPGPX (Target 2035 Fund I Class) |
16.49%
Dec 2018 - Dec 2021 |
12.29%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart