Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TTURX (Target 2020 Fund I Class) 3.82% 11.22% 9.91% 4.43% 6.72% NA NA
Data as of 06/05/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
Name Start Date End Date
TTURX (Target 2020 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 (%) -1.16 11.22 9.91 4.43 6.72 NA NA 3.82 11.18 8.01 11.57 -13.11 8.92 12.17 16.56 -3.79 12.82 8.27
Sharpe Ratio NA 1.60 1.11 0.28 0.68 NA NA 0.98 1.32 0.84 1.33 -1.46 1.57 0.82 3.09 -0.81 3.74 1.53
Standard Deviation(%) NA 5.37 5.99 6.89 7.52 NA NA 6.76 6.31 5.24 5.98 9.97 5.65 14.45 4.88 6.41 3.27 6.33
Draw Down(%) NA 4.50 5.90 18.13 20.17 NA NA 4.50 5.90 2.72 5.44 17.34 2.96 20.17 2.19 8.84 0.96 3.51
Yield(%) 0.00 7.26 6.21 5.48 5.62 3.96 2.97 0.00 7.54 6.16 4.75 7.21 5.55 5.07 4.18 4.74 3.54 3.01
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
TTURX (Target 2020 Fund I Class) 0.72%
Apr 2021 – Apr 2024
3.15%
Sep 2017 – Sep 2022
6.82%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TTURX (Target 2020 Fund I Class) 12.51%
Dec 2018 – Dec 2021
9.22%
Oct 2016 – Oct 2021
6.94%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return