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ClearTrack 2040 R6 (TCKTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.400.00 (0.00%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.50%
5-year average return8.21%
Number of years up6
Number of years down2
Best 1-yr total return (4 Jul 2024)23.34%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return23.34%
Worst 3-yr total return2.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTCKTXCategory
YTD7.18%10.80%
1-month1.25%1.06%
3-month0.83%6.14%
1-year14.17%33.59%
3-year2.83%12.99%
5-year8.18%12.87%
10-year0.00%9.72%
Last bull market20.81%19.05%
Last bear market-14.33%-17.54%

Annual total return (%) history

Year
TCKTXCategory
2024
N/AN/A
2023
18.09%N/A
2022
-18.12%N/A
2021
15.48%N/A
2020
14.96%14.56%
2019
23.34%23.19%
2018
-7.84%-7.74%
2017
18.57%19.52%
2016
8.11%7.95%
2015
N/A-1.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.30%0.83%N/AN/A
20235.94%4.65%-3.37%10.23%
2022-6.14%-14.33%-6.17%8.52%
20213.66%6.19%-0.68%5.63%
2020-16.75%16.24%6.51%11.54%
201910.83%3.32%0.78%6.88%
2018-1.27%1.03%3.47%-10.70%
20175.39%3.44%4.04%4.54%
20160.63%2.07%4.26%0.96%
2015-0.30%-6.86%4.85%N/A

Rank in category (by total return)

YTD77
1-month53
3-month82
1-year69
3-year68
5-year72

Load adjusted returns

1-year14.17%
3-year2.83%
5-year8.18%
10-yearN/A