Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TZW (ISHARES S&P TARGET DATE 2045 INDEX FUND ISHARES S&P TARGET DATE 2045 INDEX FUND) | NA | 5.09% | 13.29% | NA | NA | NA | NA | … | … |
Data as of 10/14/2014, Common starting date is 08/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TZW (ISHARES S&P TARGET DATE 2045 INDEX FUND ISHARES S&P TARGET DATE 2045 INDEX FUND) | 08/19/2011 | 10/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | 5.09 | 13.29 | NA | NA | NA | NA | … | … | -0.11 | 23.40 | 17.76 | 4.79 |
| Sharpe Ratio | NA | 0.56 | 1.16 | NA | NA | NA | NA | … | … | -0.02 | 2.25 | 1.37 | 0.59 |
| Standard Deviation(%) | NA | 9.12 | 11.45 | NA | NA | NA | NA | … | … | 9.10 | 10.39 | 13.04 | 23.05 |
| Draw Down(%) | NA | 6.77 | 11.12 | NA | NA | NA | NA | … | … | 6.77 | 6.36 | 11.12 | 8.51 |
| Yield(%) | 0.00 | 2.21 | 2.64 | 1.71 | 0.86 | 0.57 | 0.43 | … | … | 1.58 | 2.11 | 2.52 | 1.15 |
Data as of 10/14/2014, Common starting date is 08/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TZW (ISHARES S&P TARGET DATE 2045 INDEX FUND ISHARES S&P TARGET DATE 2045 INDEX FUND) |
16.00%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TZW (ISHARES S&P TARGET DATE 2045 INDEX FUND ISHARES S&P TARGET DATE 2045 INDEX FUND) |
16.00%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart