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TZE: ISHARES S&P TARGET DATE 2015 INDEX FUND ISHARES S&P TARGET DATE 2015 INDEX FUND (ETF)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/14/2008 |
| Last Dividend Date: | 10/02/2014 |
| 12-Mo. Yield | 2.07% |
| Expenses | 0.30% |
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Performance Analytics (As of 10/14/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/14/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 4.9 | 8.4 | 7.2 | 9.5 | 1.6 | 12.3 | 10.3 | 1.3 | 11.4 | 16.9 | 2.8 |
| Sharpe Ratio | NA | 0.89 | 0.98 | 0.72 | 0.81 | 0.39 | 1.62 | 1.1 | 0.09 | 1.02 | 1.03 | 1.13 |
| Draw Down(%) | NA | 3.6 | 6.2 | 10.5 | 15.8 | 3.6 | 5.2 | 6.2 | 10.5 | 8.0 | 15.8 | 3.1 |
| Standard Deviation(%) | NA | 5.5 | 8.6 | 9.9 | 11.6 | 5.2 | 7.6 | 9.4 | 13.4 | 11.1 | 16.3 | 22.2 |
| Treynor Ratio | NA | 0.06 | 0.13 | 0.11 | 0.24 | 0.02 | 0.15 | 0.16 | 0.02 | 0.18 | 0.58 | -2.19 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.04 | 0.12 |
| Beta | NA | 0.86 | 0.66 | 0.66 | 0.39 | 0.9 | 0.81 | 0.66 | 0.59 | 0.64 | 0.29 | -0.11 |
| RSquared | NA | 0.66 | 0.3 | 0.37 | 0.16 | 0.82 | 0.43 | 0.24 | 0.33 | 0.4 | 0.09 | 0.03 |
| Yield(%) | N/A | 2.1 | 2.4 | 2.3 | N/A | 1.5 | 2.0 | 2.3 | 2.5 | 1.8 | 0.0 | 0.8 |
| Dividend Growth(%) | N/A | -2.5 | N/A | N/A | N/A | -15.3 | -7.5 | -10.1 | 57.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2008
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