Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNBRX (1290 SMARTBETA EQUITY FUND CLASS R) | 2.58% | 10.19% | 13.89% | 8.14% | 10.04% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNBRX (1290 SMARTBETA EQUITY FUND CLASS R) | 11/28/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 10.19 | 13.89 | 8.14 | 10.04 | NA | NA | … | … | 2.58 | 13.39 | 16.16 | 16.15 | -14.83 | 22.20 | 10.52 | 26.08 | -6.22 | 21.02 | 5.57 | 0.71 | -1.61 |
| Sharpe Ratio | NA | 0.85 | 0.97 | 0.42 | 0.57 | NA | NA | … | … | 0.36 | 0.81 | 1.28 | 1.20 | -0.83 | 2.04 | 0.34 | 2.60 | -0.59 | 3.11 | 0.44 | 0.05 | -1.38 |
| Standard Deviation(%) | NA | 8.83 | 10.92 | 13.20 | 14.88 | NA | NA | … | … | 10.05 | 12.96 | 9.82 | 10.54 | 19.76 | 10.90 | 30.28 | 9.48 | 12.94 | 6.57 | 12.03 | 13.44 | 12.29 |
| Draw Down(%) | NA | 7.75 | 12.18 | 23.47 | 32.70 | NA | NA | … | … | 7.75 | 12.16 | 5.59 | 9.41 | 23.29 | 6.12 | 32.70 | 4.85 | 15.36 | 2.55 | 7.65 | 10.49 | 4.13 |
| Yield(%) | 0.00 | 4.45 | 3.86 | 3.70 | 4.19 | 2.96 | 2.22 | … | … | 0.00 | 4.71 | 4.48 | 1.14 | 0.48 | 8.09 | 0.94 | 2.25 | 4.39 | 3.01 | 0.85 | 1.22 | 0.26 |
Data as of 06/05/2026, Common starting date is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNBRX (1290 SMARTBETA EQUITY FUND CLASS R) |
3.05%
Sep 2019 – Sep 2022 |
4.04%
Mar 2015 – Mar 2020 |
8.80%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNBRX (1290 SMARTBETA EQUITY FUND CLASS R) |
19.41%
Dec 2018 – Dec 2021 |
14.08%
Dec 2016 – Dec 2021 |
11.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart