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
TTOIX (Target 2060 Fund I Class) 9.00% 22.19% 17.87% 8.79% 11.65% NA NA
Data as of 06/09/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
Name Start Date End Date
TTOIX (Target 2060 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 (%) -2.65 22.19 17.87 8.79 11.65 NA NA 9.00 19.11 14.51 21.02 -19.26 17.60 18.77 25.56 -7.54 22.41 12.27
Sharpe Ratio NA 1.60 1.09 0.40 0.64 NA NA 1.22 1.03 0.96 1.45 -0.97 1.43 0.65 2.34 -0.69 3.56 1.28
Standard Deviation(%) NA 12.39 13.45 15.19 15.59 NA NA 15.15 15.81 11.29 12.05 21.42 12.25 28.39 10.28 13.06 6.15 11.32
Draw Down(%) NA 9.82 15.63 28.06 32.57 NA NA 9.82 15.63 7.59 10.46 26.26 6.57 32.57 5.41 16.96 1.85 6.71
Yield(%) 0.00 4.84 4.34 3.80 5.41 3.88 2.91 0.00 5.15 3.27 3.78 4.14 4.23 2.69 5.05 5.10 4.83 4.28
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
TTOIX (Target 2060 Fund I Class) 1.91%
Mar 2017 – Mar 2020
4.67%
Sep 2017 – Sep 2022
11.74%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TTOIX (Target 2060 Fund I Class) 20.59%
Dec 2018 – Dec 2021
15.22%
Oct 2016 – Oct 2021
12.01%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return