1290 Retirement 2060 Fund (TNXIX)

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The chart shows the growth of an initial investment of $10,000 in 1290 Retirement 2060 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

1290 Retirement 2060 Fund (TNXIX) has returned -10.01% so far this year and 15.75% over the past 12 months.

Based on dividend-adjusted daily data since Feb 27, 2017, TNXIX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, your investment would double in approximately 7.0 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +10.4%, while the worst month was Mar 2020 at -14.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, TNXIX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +11.3%, while the worst single day was Mar 16, 2020 at -10.9%.

1290 Retirement 2060 Fund has an annualized alpha of -0.25%, beta of 0.85, and R² of 0.84 versus S&P 500 Index. Calculated based on daily prices since February 28, 2017.

• This fund participated in 91.57% of S&P 500 Index downside but only 84.22% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.85 and R² of 0.84, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

TNXIX has an expense ratio of 0.52%, placing it in the medium range.

TNXIX ranks 35 for risk / return — below 35% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for 1290 Retirement 2060 Fund (TNXIX) and compare them to a chosen benchmark (S&P 500 Index).

1290 Retirement 2060 Fund provided a 1.88% dividend yield over the last twelve months, with an annual payout of $0.36 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for 1290 Retirement 2060 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the 1290 Retirement 2060 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the 1290 Retirement 2060 Fund was 32.31%, occurring on Mar 20, 2020. Recovery took 173 trading sessions.

The current 1290 Retirement 2060 Fund drawdown is 12.24%.

The chart below shows the rolling one-month volatility.