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TTOIX: Target 2060 Fund I Class (MUTUAL FUND)
Basic Info 19.77 0.57(2.80%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 03/01/2016 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 4.87% |
| Expenses | 0.46% |
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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(%) | -2.5 | 8.5 | 22.5 | 17.9 | 8.6 | 11.7 | 12.1 | 19.1 | 14.5 | 21.0 | -19.3 | 17.6 | 18.8 | 25.6 | -7.5 | 22.4 | 12.3 |
| Sharpe Ratio | NA | 1.22 | 1.6 | 1.09 | 0.4 | 0.64 | 0.68 | 1.03 | 0.96 | 1.45 | -0.97 | 1.43 | 0.65 | 2.34 | -0.69 | 3.56 | 1.28 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.6 | 28.1 | 32.6 | 32.6 | 15.6 | 7.6 | 10.5 | 26.3 | 6.6 | 32.6 | 5.4 | 17.0 | 1.8 | 6.7 |
| Standard Deviation(%) | NA | 15.2 | 12.4 | 13.5 | 15.2 | 15.6 | 15.5 | 15.8 | 11.3 | 12.1 | 21.4 | 12.2 | 28.4 | 10.3 | 13.1 | 6.1 | 11.3 |
| Treynor Ratio | NA | 0.18 | 0.21 | 0.17 | 0.07 | 0.13 | 0.13 | 0.2 | 0.13 | 0.2 | -0.25 | 0.2 | 0.26 | 0.3 | -0.12 | 0.27 | 0.15 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.01 | 0.0 | -0.02 | 0.02 | -0.02 |
| Beta | NA | 1.02 | 0.95 | 0.86 | 0.85 | 0.79 | 0.79 | 0.81 | 0.84 | 0.86 | 0.84 | 0.88 | 0.71 | 0.79 | 0.73 | 0.8 | 0.97 |
| RSquared | NA | 0.92 | 0.92 | 0.94 | 0.94 | 0.88 | 0.88 | 0.95 | 0.93 | 0.95 | 0.95 | 0.95 | 0.77 | 0.96 | 0.91 | 0.83 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 5.1 | 3.3 | 3.8 | 4.1 | 4.2 | 2.7 | 5.1 | 5.1 | 4.8 | 4.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 76.0 | 0.9 | -30.3 | 12.2 | 79.4 | -35.3 | -13.6 | 24.2 | 21.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2016
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