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TPGPX: Target 2035 Fund I Class (MUTUAL FUND)
Basic Info 17.15 0.33(1.89%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 03/01/2016 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 7.60% |
| Expenses | 0.40% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 5.8 | 15.9 | 13.4 | 6.2 | 9.1 | 9.5 | 14.6 | 10.7 | 16.1 | -16.4 | 13.0 | 15.6 | 21.0 | -5.7 | 18.1 | 10.6 |
| Sharpe Ratio | NA | 1.12 | 1.59 | 1.1 | 0.34 | 0.65 | 0.7 | 1.14 | 0.89 | 1.42 | -1.15 | 1.46 | 0.72 | 2.65 | -0.73 | 3.69 | 1.39 |
| Draw Down(%) | NA | 6.7 | 6.7 | 10.2 | 23.5 | 26.7 | 26.7 | 10.2 | 4.8 | 8.0 | 22.1 | 4.7 | 26.7 | 3.7 | 13.0 | 1.3 | 5.2 |
| Standard Deviation(%) | NA | 10.3 | 8.3 | 9.2 | 10.7 | 11.3 | 11.3 | 10.3 | 8.0 | 8.8 | 15.6 | 8.9 | 21.2 | 7.4 | 9.7 | 4.7 | 9.0 |
| Treynor Ratio | NA | 0.17 | 0.21 | 0.18 | 0.06 | 0.13 | 0.14 | 0.22 | 0.12 | 0.2 | -0.29 | 0.2 | 0.29 | 0.35 | -0.13 | 0.29 | 0.16 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | 0.01 | -0.02 | 0.02 | -0.01 |
| Beta | NA | 0.69 | 0.63 | 0.58 | 0.59 | 0.57 | 0.57 | 0.52 | 0.58 | 0.62 | 0.61 | 0.64 | 0.53 | 0.56 | 0.54 | 0.6 | 0.76 |
| RSquared | NA | 0.91 | 0.89 | 0.9 | 0.92 | 0.86 | 0.86 | 0.93 | 0.89 | 0.9 | 0.94 | 0.95 | 0.76 | 0.94 | 0.89 | 0.8 | 0.9 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 8.0 | 4.3 | 3.9 | 4.9 | 4.2 | 3.5 | 4.8 | 5.2 | 3.8 | 4.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 96.9 | 23.8 | -37.0 | 25.5 | 34.8 | -15.5 | -17.3 | 54.7 | -1.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2016
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