Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TPGPX (Target 2035 Fund I Class) 5.06% 14.33% 12.75% 5.98% 9.06% NA NA
Data as of 06/10/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
Name Start Date End Date
TPGPX (Target 2035 Fund I Class) 03/01/2016 06/10/2026
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
Annualized Return (%) -2.29 14.33 12.75 5.98 9.06 NA NA 5.06 14.55 10.72 16.09 -16.44 13.02 15.59 21.01 -5.68 18.08 10.56
Sharpe Ratio NA 1.59 1.10 0.34 0.65 NA NA 1.12 1.14 0.89 1.42 -1.15 1.46 0.72 2.65 -0.73 3.69 1.39
Standard Deviation(%) NA 8.32 9.21 10.73 11.35 NA NA 10.32 10.30 7.96 8.83 15.64 8.90 21.20 7.38 9.66 4.75 8.96
Draw Down(%) NA 6.71 10.23 23.49 26.70 NA NA 6.71 10.23 4.76 8.05 22.06 4.73 26.70 3.71 13.00 1.34 5.21
Yield(%) 0.00 7.55 5.62 4.59 5.63 3.97 2.98 0.00 7.95 4.32 3.89 4.86 4.24 3.48 4.82 5.18 3.83 4.12
Data as of 06/10/2026, Common starting date is 03/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TPGPX (Target 2035 Fund I Class) 1.62%
Apr 2021 – Apr 2024
3.88%
Sep 2017 – Sep 2022
9.15%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TPGPX (Target 2035 Fund I Class) 16.49%
Dec 2018 – Dec 2021
12.29%
Jun 2016 – Jun 2021
9.33%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return