Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URFRX (TARGET RETIREMENT 2040 FUND TARGET RETIREMENT 2040 FUND) | 8.23% | 19.94% | 16.02% | 8.03% | 9.35% | 8.00% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URFRX (TARGET RETIREMENT 2040 FUND TARGET RETIREMENT 2040 FUND) | 08/05/2008 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.79 | 19.94 | 16.02 | 8.03 | 9.35 | 8.00 | NA | … | … | 8.23 | 17.49 | 12.04 | 16.75 | -14.92 | 15.96 | 9.22 | 19.56 | -8.53 | 18.46 | 8.97 | -2.71 | 3.12 | 17.37 | 14.22 | -3.75 | 16.59 | 32.71 | -25.35 |
| Sharpe Ratio | NA | 1.78 | 1.21 | 0.45 | 0.59 | NA | NA | … | … | 1.49 | 1.25 | 0.90 | 1.33 | -0.93 | 1.52 | 0.36 | 2.23 | -0.85 | 3.50 | 0.81 | -0.24 | 0.35 | 1.97 | 1.33 | -0.19 | 1.07 | 1.59 | -1.17 |
| Standard Deviation(%) | NA | 9.72 | 10.54 | 12.24 | 13.07 | NA | NA | … | … | 11.88 | 11.69 | 9.34 | 9.90 | 17.70 | 10.51 | 24.82 | 8.11 | 11.68 | 5.11 | 10.85 | 11.60 | 8.91 | 8.82 | 10.73 | 19.63 | 15.42 | 20.56 | 44.07 |
| Draw Down(%) | NA | 6.88 | 11.70 | 22.27 | 28.59 | NA | NA | … | … | 6.88 | 11.70 | 6.24 | 8.53 | 22.27 | 4.57 | 28.59 | 4.71 | 16.62 | 1.61 | 8.75 | 12.13 | 7.83 | 6.48 | 9.71 | 19.51 | 11.91 | 20.58 | 38.06 |
| Yield(%) | 0.00 | 7.30 | 5.95 | 5.90 | 7.28 | 6.53 | 5.79 | … | … | 0.00 | 7.75 | 4.72 | 4.45 | 8.20 | 8.39 | 5.66 | 13.50 | 8.27 | 7.21 | 4.20 | 2.43 | 4.00 | 5.13 | 2.54 | 1.94 | 1.88 | 2.41 | 1.21 |
Data as of 06/05/2026, Common starting date is 08/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URFRX (TARGET RETIREMENT 2040 FUND TARGET RETIREMENT 2040 FUND) |
0.01%
Mar 2017 – Mar 2020 |
1.86%
Mar 2015 – Mar 2020 |
5.00%
Oct 2013 – Oct 2023 |
6.76%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URFRX (TARGET RETIREMENT 2040 FUND TARGET RETIREMENT 2040 FUND) |
23.21%
Feb 2009 – Feb 2012 |
18.28%
Feb 2009 – Feb 2014 |
11.44%
Feb 2009 – Feb 2019 |
10.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart