Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TTOIX (Target 2060 Fund I Class) | 9.13% | 10.71% | 15.29% | 11.84% | NA | NA | NA | 11.76% |
Data as of 07/11/2025, AR inception is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TTOIX (Target 2060 Fund I Class) | 03/01/2016 | 07/11/2025 |
| 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 (%) | 0.40 | 10.71 | 15.29 | 11.84 | NA | NA | NA | 11.76 | 9.13 | 14.51 | 21.02 | -19.26 | 17.60 | 18.77 | 25.56 | -7.54 | 22.41 | 12.27 |
| Sharpe Ratio | NA | 0.57 | 0.80 | 0.65 | NA | NA | NA | 0.63 | 0.85 | 0.96 | 1.45 | -0.97 | 1.43 | 0.65 | 2.34 | -0.69 | 3.56 | 1.28 |
| Standard Deviation(%) | NA | 16.75 | 15.08 | 15.42 | NA | NA | NA | 15.73 | 20.06 | 11.29 | 12.05 | 21.42 | 12.25 | 28.39 | 10.28 | 13.06 | 6.15 | 11.32 |
| Draw Down(%) | NA | 15.63 | 15.63 | 28.06 | NA | NA | NA | 32.57 | 15.63 | 7.59 | 10.46 | 26.26 | 6.57 | 32.57 | 5.41 | 16.96 | 1.85 | 6.71 |
| Yield(%) | 0.00 | 2.88 | 4.17 | 4.24 | 4.92 | 3.28 | 2.46 | 5.47 | 0.00 | 3.27 | 3.78 | 4.14 | 4.23 | 2.69 | 5.05 | 5.10 | 4.83 | 4.28 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| TTOIX (Target 2060 Fund I Class) |
1.91%
Mar 2017 - Mar 2020 |
4.67%
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 |
|---|---|---|---|---|
| TTOIX (Target 2060 Fund I Class) |
20.59%
Dec 2018 - Dec 2021 |
15.22%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart