Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| URSIX (TARGET RETIREMENT 2060 FUND TARGET RETIREMENT 2060 FUND) | 11.23% | 15.64% | 14.17% | 10.98% | 8.35% | NA | NA | 7.97% |
Data as of 07/25/2025, AR inception is 07/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URSIX (TARGET RETIREMENT 2060 FUND TARGET RETIREMENT 2060 FUND) | 07/23/2013 | 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.64 | 15.64 | 14.17 | 10.98 | 8.35 | NA | NA | 7.97 | 11.23 | 13.29 | 18.22 | -15.84 | 17.79 | 10.17 | 20.09 | -9.18 | 19.51 | 8.80 | -2.47 | 2.90 | 8.39 |
| Sharpe Ratio | NA | 0.82 | 0.78 | 0.64 | 0.47 | NA | NA | 0.48 | 1.04 | 0.90 | 1.33 | -0.88 | 1.50 | 0.36 | 2.19 | -0.85 | 3.37 | 0.76 | -0.20 | 0.29 | 2.14 |
| Standard Deviation(%) | NA | 15.19 | 13.80 | 14.23 | 14.66 | NA | NA | 13.99 | 17.21 | 10.70 | 11.08 | 19.77 | 11.84 | 27.14 | 8.50 | 12.48 | 5.62 | 11.35 | 12.54 | 9.84 | 9.29 |
| Draw Down(%) | NA | 14.35 | 14.47 | 23.85 | 30.33 | NA | NA | 30.33 | 14.35 | 7.43 | 9.62 | 23.85 | 5.15 | 30.33 | 4.97 | 17.70 | 1.85 | 8.97 | 12.60 | 8.77 | 3.53 |
| Yield(%) | 0.00 | 2.80 | 5.34 | 5.95 | 5.32 | 4.10 | 3.08 | 5.13 | 0.00 | 3.07 | 3.34 | 8.30 | 7.81 | 5.00 | 6.68 | 4.11 | 4.37 | 3.22 | 1.66 | 2.22 | 1.18 |
Data as of 07/25/2025, AR inception is 07/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URSIX (TARGET RETIREMENT 2060 FUND TARGET RETIREMENT 2060 FUND) |
-0.40%
Mar 2017 - Mar 2020 |
1.67%
Mar 2015 - Mar 2020 |
5.26%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URSIX (TARGET RETIREMENT 2060 FUND TARGET RETIREMENT 2060 FUND) |
15.94%
Dec 2018 - Dec 2021 |
12.73%
Mar 2020 - Mar 2025 |
8.01%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart