Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRFWX (Target 2045 Fund I Class) | 7.77% | 19.56% | 16.02% | 7.69% | 10.53% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRFWX (Target 2045 Fund I Class) | 03/01/2016 | 06/09/2026 |
| 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 (%) | -2.28 | 19.56 | 16.02 | 7.69 | 10.53 | NA | NA | … | … | 7.77 | 17.22 | 12.97 | 19.22 | -18.46 | 15.53 | 17.63 | 23.40 | -6.71 | 20.65 | 11.54 |
| Sharpe Ratio | NA | 1.59 | 1.09 | 0.37 | 0.65 | NA | NA | … | … | 1.17 | 1.05 | 0.93 | 1.45 | -1.02 | 1.42 | 0.70 | 2.49 | -0.71 | 3.66 | 1.30 |
| Standard Deviation(%) | NA | 10.74 | 11.81 | 13.55 | 13.81 | NA | NA | … | … | 13.19 | 13.65 | 10.04 | 10.81 | 19.51 | 10.94 | 24.88 | 8.81 | 11.51 | 5.49 | 10.46 |
| Draw Down(%) | NA | 8.62 | 13.56 | 26.75 | 29.82 | NA | NA | … | … | 8.62 | 13.56 | 6.46 | 9.69 | 25.07 | 5.93 | 29.82 | 4.49 | 15.12 | 1.61 | 6.19 |
| Yield(%) | 0.00 | 5.73 | 4.64 | 4.06 | 5.46 | 3.91 | 2.93 | … | … | 0.00 | 6.06 | 3.34 | 3.66 | 4.74 | 4.24 | 3.43 | 5.45 | 4.88 | 3.99 | 4.32 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| TRFWX (Target 2045 Fund I Class) |
2.20%
Mar 2017 – Mar 2020 |
4.19%
Sep 2017 – Sep 2022 |
10.61%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRFWX (Target 2045 Fund I Class) |
18.81%
Dec 2018 – Dec 2021 |
13.97%
Oct 2016 – Oct 2021 |
10.86%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart