Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TZD (ISHARES S&P TARGET DATE 2010 INDEX FUND ISHARES S&P TARGET DATE 2010 INDEX FUND) | NA | 4.32% | 7.44% | 6.64% | NA | NA | NA | … | … |
Data as of 10/14/2014, Common starting date is 01/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TZD (ISHARES S&P TARGET DATE 2010 INDEX FUND ISHARES S&P TARGET DATE 2010 INDEX FUND) | 01/29/2009 | 10/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.19 | 4.32 | 7.44 | 6.64 | NA | NA | NA | … | … | 1.95 | 8.79 | 8.70 | 2.24 | 10.19 | 18.94 |
| Sharpe Ratio | NA | 0.95 | 1.04 | 0.79 | NA | NA | NA | … | … | 0.61 | 1.30 | 1.17 | 0.20 | 1.06 | 1.28 |
| Standard Deviation(%) | NA | 4.50 | 7.12 | 8.37 | NA | NA | NA | … | … | 4.04 | 6.74 | 7.48 | 11.01 | 9.52 | 16.02 |
| Draw Down(%) | NA | 2.84 | 5.75 | 8.99 | NA | NA | NA | … | … | 2.84 | 5.75 | 4.98 | 8.99 | 5.89 | 10.34 |
| Yield(%) | 0.00 | 1.62 | 1.95 | 2.51 | 1.47 | 0.98 | 0.74 | … | … | 1.44 | 1.38 | 1.83 | 2.46 | 2.13 | 2.90 |
Data as of 10/14/2014, Common starting date is 01/29/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TZD (ISHARES S&P TARGET DATE 2010 INDEX FUND ISHARES S&P TARGET DATE 2010 INDEX FUND) |
5.80%
Apr 2011 – Apr 2014 |
7.14%
Sep 2009 – Sep 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TZD (ISHARES S&P TARGET DATE 2010 INDEX FUND ISHARES S&P TARGET DATE 2010 INDEX FUND) |
13.31%
Feb 2009 – Feb 2012 |
10.70%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart