It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
TTURX: Target 2020 Fund I Class (MUTUAL FUND)
Basic Info 12.76 0.16(1.24%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 03/01/2016 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 7.26% |
| Expenses | 0.34% |
| Sign up to get fund ranking change alerts | |
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(%) | -1.2 | 3.8 | 11.2 | 9.9 | 4.4 | 6.7 | 7.1 | 11.2 | 8.0 | 11.6 | -13.1 | 8.9 | 12.2 | 16.6 | -3.8 | 12.8 | 8.3 |
| Sharpe Ratio | NA | 0.98 | 1.6 | 1.11 | 0.28 | 0.68 | 0.74 | 1.32 | 0.84 | 1.33 | -1.46 | 1.57 | 0.82 | 3.09 | -0.81 | 3.74 | 1.53 |
| Draw Down(%) | NA | 4.5 | 4.5 | 5.9 | 18.1 | 20.2 | 20.2 | 5.9 | 2.7 | 5.4 | 17.3 | 3.0 | 20.2 | 2.2 | 8.8 | 1.0 | 3.5 |
| Standard Deviation(%) | NA | 6.8 | 5.4 | 6.0 | 6.9 | 7.5 | 7.5 | 6.3 | 5.2 | 6.0 | 10.0 | 5.7 | 14.5 | 4.9 | 6.4 | 3.3 | 6.3 |
| Treynor Ratio | NA | 0.15 | 0.22 | 0.19 | 0.05 | 0.14 | 0.15 | 0.27 | 0.12 | 0.21 | -0.39 | 0.23 | 0.34 | 0.42 | -0.15 | 0.32 | 0.19 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.03 | 0.0 | 0.01 | 0.02 | -0.01 | 0.02 | 0.0 |
| Beta | NA | 0.45 | 0.39 | 0.36 | 0.36 | 0.36 | 0.36 | 0.31 | 0.36 | 0.38 | 0.38 | 0.39 | 0.35 | 0.36 | 0.35 | 0.38 | 0.52 |
| RSquared | NA | 0.88 | 0.84 | 0.82 | 0.84 | 0.8 | 0.8 | 0.87 | 0.8 | 0.74 | 0.89 | 0.88 | 0.72 | 0.87 | 0.87 | 0.68 | 0.86 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 7.5 | 6.2 | 4.8 | 7.2 | 5.5 | 5.1 | 4.2 | 4.7 | 3.5 | 3.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 25.4 | 37.4 | -47.3 | 34.7 | 16.0 | 37.0 | -19.3 | 46.2 | 23.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2016
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to TTURX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
