Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URFFX (TARGET RETIREMENT 2050 FUND TARGET RETIREMENT 2050 FUND) | 12.40% | 25.95% | 18.70% | 7.06% | 8.72% | 7.64% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URFFX (TARGET RETIREMENT 2050 FUND TARGET RETIREMENT 2050 FUND) | 09/26/2008 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 25.95 | 18.70 | 7.06 | 8.72 | 7.64 | NA | … | … | 12.40 | 19.35 | 13.05 | 18.11 | -22.37 | 13.95 | 5.84 | 20.15 | -9.02 | 19.38 | 9.03 | -2.48 | 2.98 | 18.81 | 14.98 | -5.28 | 16.70 | 31.85 | -23.29 |
| Sharpe Ratio | NA | 2.18 | 1.30 | 0.32 | 0.48 | NA | NA | … | … | 2.17 | 1.20 | 0.89 | 1.32 | -1.11 | 1.12 | 0.20 | 2.19 | -0.84 | 3.39 | 0.78 | -0.20 | 0.31 | 1.92 | 1.17 | -0.23 | 0.89 | 1.26 | -0.98 |
| Standard Deviation(%) | NA | 10.95 | 12.05 | 14.48 | 14.77 | NA | NA | … | … | 13.29 | 13.80 | 10.54 | 11.03 | 21.61 | 12.42 | 27.20 | 8.53 | 12.46 | 5.55 | 11.36 | 12.32 | 9.71 | 9.78 | 12.83 | 23.25 | 18.60 | 25.14 | 65.24 |
| Draw Down(%) | NA | 7.89 | 13.76 | 26.07 | 29.97 | NA | NA | … | … | 7.89 | 13.76 | 7.21 | 9.38 | 23.77 | 6.86 | 29.97 | 5.03 | 17.56 | 1.75 | 9.03 | 12.59 | 8.49 | 6.96 | 11.83 | 21.82 | 14.19 | 23.76 | 38.35 |
| Yield(%) | 0.00 | 6.81 | 5.46 | 3.86 | 5.69 | 5.33 | 4.84 | … | … | 0.00 | 7.25 | 4.10 | 3.88 | 1.94 | 5.21 | 1.84 | 12.64 | 8.38 | 6.24 | 4.16 | 2.45 | 3.47 | 4.35 | 2.01 | 1.18 | 1.04 | 1.55 | 1.13 |
Data as of 06/04/2026, Common starting date is 09/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URFFX (TARGET RETIREMENT 2050 FUND TARGET RETIREMENT 2050 FUND) |
-2.18%
Dec 2019 – Dec 2022 |
0.46%
Dec 2017 – Dec 2022 |
3.68%
Oct 2013 – Oct 2023 |
6.50%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URFFX (TARGET RETIREMENT 2050 FUND TARGET RETIREMENT 2050 FUND) |
24.06%
Feb 2009 – Feb 2012 |
18.91%
Feb 2009 – Feb 2014 |
11.84%
Feb 2009 – Feb 2019 |
9.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart