Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTNKX (TARGET 2020 SERIES CLASS K) | NA | -10.09% | 0.35% | 4.29% | 4.11% | NA | NA | … | … |
Data as of 01/21/2021, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTNKX (TARGET 2020 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 | -10.09 | 0.35 | 4.29 | 4.11 | NA | NA | … | … | 0.00 | -8.43 | 16.52 | -3.57 | 11.90 | 3.31 | -4.45 | 4.02 | 14.31 | 12.54 | -0.99 | 12.38 | 22.16 | -24.66 |
| Sharpe Ratio | NA | -0.48 | -0.04 | 0.33 | 0.38 | NA | NA | … | … | 0.00 | -0.40 | 3.46 | -0.78 | 3.16 | 0.44 | -0.62 | 0.64 | 2.24 | 1.70 | -0.07 | 1.30 | 1.23 | -1.16 |
| Standard Deviation(%) | NA | 21.49 | 13.20 | 10.78 | 9.89 | NA | NA | … | … | NA | 21.51 | 4.36 | 6.32 | 3.59 | 6.98 | 7.22 | 6.28 | 6.38 | 7.41 | 14.43 | 9.46 | 17.95 | 27.54 |
| Draw Down(%) | NA | 17.82 | 17.82 | 17.82 | 17.82 | NA | NA | … | … | 0.00 | 17.82 | 1.87 | 7.42 | 1.31 | 5.29 | 8.98 | 6.68 | 5.40 | 5.83 | 13.75 | 8.18 | 18.77 | 33.62 |
| Yield(%) | 0.00 | 0.25 | 1.07 | 1.18 | 4.56 | 3.35 | 2.51 | … | … | 0.00 | 0.25 | 1.66 | 1.41 | 0.55 | 1.39 | 9.49 | 10.83 | 6.65 | 6.23 | 9.09 | 5.45 | 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 |
|---|---|---|---|---|
| MTNKX (TARGET 2020 SERIES CLASS K) |
0.88%
Dec 2013 – Dec 2016 |
2.07%
Dec 2013 – Dec 2018 |
4.11%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTNKX (TARGET 2020 SERIES CLASS K) |
17.60%
Feb 2009 – Feb 2012 |
15.07%
Feb 2009 – Feb 2014 |
8.63%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart