Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TZV (ISHARES S&P TARGET DATE 2040 INDEX FUND ISHARES S&P TARGET DATE 2040 INDEX FUND) | NA | 5.32% | 12.17% | 9.42% | NA | NA | NA | … | … |
Data as of 10/14/2014, Common starting date is 01/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TZV (ISHARES S&P TARGET DATE 2040 INDEX FUND ISHARES S&P TARGET DATE 2040 INDEX FUND) | 01/06/2009 | 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 (%) | -1.68 | 5.32 | 12.17 | 9.42 | NA | NA | NA | … | … | -0.01 | 22.10 | 14.48 | -2.90 | 14.56 | 21.33 |
| Sharpe Ratio | NA | 0.60 | 0.95 | 0.61 | NA | NA | NA | … | … | 0.00 | 2.15 | 1.08 | -0.13 | 0.90 | 0.60 |
| Standard Deviation(%) | NA | 8.89 | 12.72 | 15.34 | NA | NA | NA | … | … | 9.06 | 10.28 | 13.43 | 22.07 | 16.13 | 35.84 |
| Draw Down(%) | NA | 6.35 | 11.03 | 20.78 | NA | NA | NA | … | … | 6.35 | 6.61 | 10.24 | 20.78 | 14.00 | 20.01 |
| Yield(%) | 0.00 | 2.23 | 2.67 | 2.51 | 1.51 | 1.00 | 0.75 | … | … | 1.59 | 2.23 | 2.45 | 2.28 | 2.14 | 0.00 |
Data as of 10/14/2014, Common starting date is 01/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TZV (ISHARES S&P TARGET DATE 2040 INDEX FUND ISHARES S&P TARGET DATE 2040 INDEX FUND) |
8.31%
Nov 2009 – Nov 2012 |
10.74%
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 |
|---|---|---|---|---|
| TZV (ISHARES S&P TARGET DATE 2040 INDEX FUND ISHARES S&P TARGET DATE 2040 INDEX FUND) |
20.61%
Feb 2009 – Feb 2012 |
17.87%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart