Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TZL (iShares S&P Target Date 2030) | NA | 5.45% | 11.43% | 9.32% | NA | NA | NA | … | … |
Data as of 10/14/2014, Common starting date is 01/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TZL (iShares S&P Target Date 2030) | 01/30/2009 | 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 (%) | -1.50 | 5.45 | 11.43 | 9.32 | NA | NA | NA | … | … | 0.67 | 19.18 | 12.94 | -1.09 | 13.87 | 29.37 |
| Sharpe Ratio | NA | 0.70 | 0.94 | 0.65 | NA | NA | NA | … | … | 0.10 | 1.82 | 0.96 | -0.05 | 0.96 | 1.73 |
| Standard Deviation(%) | NA | 7.80 | 12.13 | 14.37 | NA | NA | NA | … | … | 7.98 | 10.54 | 13.55 | 20.95 | 14.32 | 18.65 |
| Draw Down(%) | NA | 5.46 | 9.57 | 15.91 | NA | NA | NA | … | … | 5.46 | 8.26 | 9.57 | 15.91 | 12.12 | 15.64 |
| Yield(%) | 0.00 | 2.14 | 2.57 | 2.45 | 1.55 | 1.03 | 0.77 | … | … | 1.52 | 2.15 | 2.41 | 2.35 | 2.00 | 0.00 |
Data as of 10/14/2014, Common starting date is 01/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TZL (iShares S&P Target Date 2030) |
7.99%
Nov 2009 – Nov 2012 |
10.09%
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 |
|---|---|---|---|---|
| TZL (iShares S&P Target Date 2030) |
20.47%
Feb 2009 – Feb 2012 |
17.08%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart