Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSCRX (Target Small Capitalization Growth R) | NA | 14.49% | 16.74% | 15.88% | NA | NA | NA | 6.15% |
Data as of 07/16/2015, AR inception is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSCRX (Target Small Capitalization Growth R) | 09/08/2006 | 07/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.49 | 16.74 | 15.88 | NA | NA | NA | 6.15 | 5.69 | 3.02 | 34.63 | 13.26 | -1.85 | 25.93 | 27.60 | -46.34 | 3.63 | 10.48 |
| Sharpe Ratio | NA | 0.83 | 0.99 | 0.72 | NA | NA | NA | 0.20 | 0.68 | 0.16 | 2.32 | 0.71 | -0.06 | 1.07 | 0.96 | -1.16 | 0.03 | 2.63 |
| Standard Deviation(%) | NA | 17.23 | 16.81 | 21.81 | NA | NA | NA | 25.20 | 15.98 | 18.89 | 14.92 | 18.65 | 32.62 | 24.20 | 28.64 | 40.54 | 18.18 | 13.14 |
| Draw Down(%) | NA | 12.60 | 18.30 | 28.11 | NA | NA | NA | 64.49 | 6.33 | 18.30 | 6.52 | 15.51 | 28.11 | 17.90 | 28.47 | 57.32 | 13.49 | 2.96 |
| Yield(%) | 0.00 | 0.16 | 0.08 | 0.06 | 0.02 | 0.02 | 0.01 | 0.03 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/16/2015, AR inception is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCRX (Target Small Capitalization Growth R) |
-14.15%
Jun 2007 - Jun 2010 |
-3.57%
May 2007 - May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCRX (Target Small Capitalization Growth R) |
29.73%
Feb 2009 - Feb 2012 |
25.49%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart