Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTDKX (TARGET INCOME SERIES CLASS K) | NA | -7.25% | 0.76% | 3.76% | 3.46% | NA | NA | … | … |
Data as of 01/21/2021, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTDKX (TARGET INCOME SERIES CLASS K) | 04/02/2008 | 01/21/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.25 | 0.76 | 3.76 | 3.46 | NA | NA | … | … | 0.00 | -6.19 | 13.16 | -2.66 | 8.59 | 4.18 | -3.14 | 3.96 | 7.54 | 8.69 | 2.37 | 9.29 | 8.46 | -7.43 |
| Sharpe Ratio | NA | -0.49 | -0.01 | 0.39 | 0.49 | NA | NA | … | … | 0.00 | -0.42 | 3.95 | -0.90 | 3.29 | 0.81 | -0.64 | 1.04 | 1.78 | 2.35 | 0.40 | 2.14 | 1.13 | -1.05 |
| Standard Deviation(%) | NA | 15.24 | 9.34 | 7.61 | 6.30 | NA | NA | … | … | NA | 15.26 | 2.97 | 4.43 | 2.43 | 4.86 | 4.98 | 3.79 | 4.22 | 3.70 | 5.85 | 4.30 | 7.37 | 10.02 |
| Draw Down(%) | NA | 13.20 | 13.20 | 13.20 | 13.20 | NA | NA | … | … | 0.00 | 13.20 | 0.95 | 5.07 | 1.03 | 3.57 | 6.33 | 3.64 | 4.67 | 2.35 | 5.31 | 2.76 | 8.58 | 11.33 |
| Yield(%) | 0.00 | 0.29 | 1.31 | 1.39 | 4.00 | 3.11 | 2.34 | … | … | 0.00 | 0.29 | 2.07 | 1.68 | 0.74 | 1.61 | 5.98 | 9.56 | 6.85 | 6.65 | 6.36 | 4.44 | 0.00 | 0.00 |
Data as of 01/21/2021, Common starting date is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTDKX (TARGET INCOME SERIES CLASS K) |
1.10%
Dec 2017 – Dec 2020 |
2.09%
Dec 2013 – Dec 2018 |
3.48%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTDKX (TARGET INCOME SERIES CLASS K) |
9.98%
Feb 2009 – Feb 2012 |
8.86%
Feb 2009 – Feb 2014 |
5.65%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart