Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TALVX (Target Large Capitalization Value T) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/21/1996, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TALVX (Target Large Capitalization Value T) | 06/21/1996 | 06/21/1996 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | NA | NA | NA | NA | … | … | 1.82 | 12.99 | 36.38 | 14.50 | -2.38 | 12.38 | 19.74 | -40.50 | -1.05 | 19.13 | 6.59 | 18.88 | 36.37 | -14.96 | 1.21 | 8.15 | -4.45 | 10.21 | 29.78 | 0.00 |
| Sharpe Ratio | NA | 0.54 | 1.63 | 1.02 | 0.20 | NA | NA | … | … | 0.30 | 1.13 | 3.20 | 1.11 | -0.10 | 0.64 | 0.67 | -0.93 | -0.24 | 1.56 | 0.42 | 1.61 | 2.20 | -0.67 | -0.07 | 0.22 | -0.53 | 0.41 | -1.71 | 1.71 |
| Standard Deviation(%) | NA | 12.08 | 11.61 | 15.26 | 21.83 | NA | NA | … | … | 11.61 | 11.49 | 11.34 | 13.15 | 23.48 | 19.15 | 29.24 | 44.61 | 17.09 | 10.20 | 10.56 | 11.12 | 16.25 | 24.00 | 16.70 | 18.30 | 14.47 | 16.75 | 14.85 | 0.00 |
| Draw Down(%) | NA | 8.19 | 8.19 | 20.87 | 62.15 | NA | NA | … | … | 4.20 | 8.19 | 5.06 | 10.55 | 20.87 | 16.82 | 31.21 | 52.13 | 14.07 | 7.81 | 6.69 | 7.87 | 15.54 | 31.56 | 19.05 | 16.68 | 18.56 | 19.30 | 9.30 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
Data as of 06/21/1996, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TALVX (Target Large Capitalization Value T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TALVX (Target Large Capitalization Value T) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart