Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTNRX (TARGET 2020 SERIES CLASS R) | NA | -10.44% | 0.02% | 3.98% | 3.82% | NA | NA | … | … |
Data as of 01/21/2021, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTNRX (TARGET 2020 SERIES CLASS R) | 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 | -10.44 | 0.02 | 3.98 | 3.82 | NA | NA | … | … | 0.00 | -8.85 | 16.28 | -3.86 | 11.69 | 3.04 | -4.76 | 3.80 | 14.10 | 12.13 | -1.21 | 12.09 | 21.58 | -24.85 |
| Sharpe Ratio | NA | -0.49 | -0.06 | 0.30 | 0.35 | NA | NA | … | … | 0.00 | -0.42 | 3.45 | -0.82 | 3.15 | 0.40 | -0.66 | 0.59 | 2.21 | 1.62 | -0.09 | 1.25 | 1.19 | -1.17 |
| Standard Deviation(%) | NA | 21.63 | 13.26 | 10.83 | 9.94 | NA | NA | … | … | NA | 21.65 | 4.31 | 6.31 | 3.53 | 7.03 | 7.23 | 6.41 | 6.36 | 7.51 | 14.47 | 9.60 | 18.02 | 27.60 |
| Draw Down(%) | NA | 17.93 | 17.93 | 17.93 | 17.93 | NA | NA | … | … | 0.00 | 17.93 | 1.90 | 7.49 | 1.33 | 5.24 | 9.18 | 6.76 | 5.48 | 5.89 | 13.89 | 8.27 | 18.82 | 33.65 |
| Yield(%) | 0.00 | 0.15 | 0.92 | 0.99 | 4.38 | 3.19 | 2.39 | … | … | 0.00 | 0.15 | 1.44 | 1.29 | 0.45 | 1.10 | 9.22 | 10.61 | 6.47 | 6.01 | 8.95 | 5.33 | 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 |
|---|---|---|---|---|
| MTNRX (TARGET 2020 SERIES CLASS R) |
0.62%
Dec 2013 – Dec 2016 |
1.81%
Dec 2013 – Dec 2018 |
3.83%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTNRX (TARGET 2020 SERIES CLASS R) |
17.22%
Feb 2009 – Feb 2012 |
14.70%
Feb 2009 – Feb 2014 |
8.33%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart