Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URTRX (TARGET RETIREMENT 2030 FUND TARGET RETIREMENT 2030 FUND) | 6.12% | 15.61% | 13.07% | 4.35% | 6.63% | 6.11% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URTRX (TARGET RETIREMENT 2030 FUND TARGET RETIREMENT 2030 FUND) | 09/12/2008 | 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 (%) | -1.40 | 15.61 | 13.07 | 4.35 | 6.63 | 6.11 | NA | … | … | 6.12 | 14.78 | 9.75 | 13.97 | -18.58 | 8.70 | 6.49 | 17.12 | -6.99 | 16.12 | 8.70 | -2.80 | 3.41 | 13.72 | 13.16 | -1.16 | 15.35 | 31.69 | -18.26 |
| Sharpe Ratio | NA | 1.75 | 1.22 | 0.18 | 0.47 | NA | NA | … | … | 1.35 | 1.40 | 0.84 | 1.33 | -1.29 | 0.95 | 0.32 | 2.41 | -0.88 | 3.55 | 0.93 | -0.29 | 0.45 | 1.88 | 1.57 | -0.08 | 1.34 | 1.96 | -1.29 |
| Standard Deviation(%) | NA | 7.40 | 8.06 | 10.16 | 10.63 | NA | NA | … | … | 9.15 | 8.56 | 7.27 | 7.84 | 15.61 | 9.13 | 19.59 | 6.51 | 9.54 | 4.38 | 9.16 | 9.71 | 7.46 | 7.27 | 8.41 | 15.05 | 11.39 | 16.15 | 37.88 |
| Draw Down(%) | NA | 5.29 | 8.25 | 22.09 | 23.56 | NA | NA | … | … | 5.29 | 8.25 | 4.29 | 7.03 | 19.53 | 5.87 | 23.56 | 3.66 | 13.78 | 1.34 | 7.29 | 10.68 | 6.47 | 5.81 | 7.38 | 14.95 | 8.83 | 17.54 | 29.87 |
| Yield(%) | 0.00 | 6.92 | 5.83 | 4.04 | 5.62 | 5.24 | 5.07 | … | … | 0.00 | 7.29 | 5.03 | 4.65 | 2.20 | 4.52 | 1.98 | 12.02 | 7.29 | 8.65 | 4.29 | 2.66 | 4.11 | 4.47 | 3.08 | 2.67 | 2.74 | 2.98 | 1.43 |
Data as of 06/05/2026, Common starting date is 09/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTRX (TARGET RETIREMENT 2030 FUND TARGET RETIREMENT 2030 FUND) |
-1.96%
Dec 2019 – Dec 2022 |
0.53%
Dec 2017 – Dec 2022 |
3.20%
Oct 2013 – Oct 2023 |
5.69%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTRX (TARGET RETIREMENT 2030 FUND TARGET RETIREMENT 2030 FUND) |
22.08%
Feb 2009 – Feb 2012 |
17.04%
Feb 2009 – Feb 2014 |
10.65%
Feb 2009 – Feb 2019 |
8.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart