Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URTNX (TARGET RETIREMENT 2020 FUND TARGET RETIREMENT 2020 FUND) | NA | 2.63% | 3.34% | 5.49% | 5.32% | NA | NA | … | … |
Data as of 11/30/2020, Common starting date is 10/15/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URTNX (TARGET RETIREMENT 2020 FUND TARGET RETIREMENT 2020 FUND) | 10/15/2008 | 11/30/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.63 | 3.34 | 5.49 | 5.32 | NA | NA | … | … | 1.03 | 13.82 | -4.85 | 12.70 | 7.57 | -2.40 | 3.44 | 9.16 | 11.26 | 0.51 | 13.28 | 28.12 | 2.84 |
| Sharpe Ratio | NA | -1.29 | -2.13 | -2.43 | -2.19 | NA | NA | … | … | -0.92 | 2.83 | -0.90 | 3.66 | 1.10 | -0.35 | 0.65 | 1.72 | 1.94 | 0.05 | 1.74 | 2.00 | 0.45 |
| Standard Deviation(%) | NA | 10.84 | 7.84 | 7.00 | 6.94 | NA | NA | … | … | 11.29 | 4.39 | 6.87 | 3.31 | 6.70 | 6.97 | 5.29 | 5.29 | 5.84 | 10.12 | 7.59 | 13.98 | 31.12 |
| Draw Down(%) | NA | 13.16 | 13.16 | 13.16 | 13.16 | NA | NA | … | … | 13.16 | 2.32 | 9.88 | 1.10 | 5.15 | 8.15 | 4.44 | 5.07 | 4.89 | 10.36 | 5.79 | 16.39 | 13.23 |
| Yield(%) | 0.00 | 9.77 | 7.71 | 6.51 | 5.32 | 5.29 | 3.97 | … | … | 0.00 | 10.96 | 7.46 | 7.91 | 3.97 | 3.27 | 4.05 | 3.85 | 3.34 | 3.20 | 3.13 | 3.75 | 1.83 |
Data as of 11/30/2020, Common starting date is 10/15/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTNX (TARGET RETIREMENT 2020 FUND TARGET RETIREMENT 2020 FUND) |
1.73%
Feb 2013 – Feb 2016 |
3.09%
Dec 2013 – Dec 2018 |
5.00%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTNX (TARGET RETIREMENT 2020 FUND TARGET RETIREMENT 2020 FUND) |
19.86%
Feb 2009 – Feb 2012 |
14.88%
Feb 2009 – Feb 2014 |
9.27%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart