Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TZY (ISHARES S&P TARGET DATE 2050 INDEX FUND ISHARES S&P TARGET DATE 2050 INDEX FUND) | NA | 5.87% | 13.56% | NA | NA | NA | NA | … | … |
Data as of 10/14/2014, Common starting date is 09/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TZY (ISHARES S&P TARGET DATE 2050 INDEX FUND ISHARES S&P TARGET DATE 2050 INDEX FUND) | 09/01/2011 | 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 (%) | -1.28 | 5.87 | 13.56 | NA | NA | NA | NA | … | … | 0.16 | 25.19 | 15.00 | -0.58 |
| Sharpe Ratio | NA | 0.61 | 0.53 | NA | NA | NA | NA | … | … | 0.02 | 2.31 | 0.41 | -0.06 |
| Standard Deviation(%) | NA | 9.56 | 25.40 | NA | NA | NA | NA | … | … | 9.73 | 10.89 | 36.50 | 29.87 |
| Draw Down(%) | NA | 6.86 | 21.89 | NA | NA | NA | NA | … | … | 6.86 | 7.05 | 21.89 | 12.02 |
| Yield(%) | 0.00 | 2.16 | 2.62 | 1.60 | 0.80 | 0.53 | 0.40 | … | … | 1.53 | 2.21 | 2.44 | 1.02 |
Data as of 10/14/2014, Common starting date is 09/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TZY (ISHARES S&P TARGET DATE 2050 INDEX FUND ISHARES S&P TARGET DATE 2050 INDEX FUND) |
0.00%
NA |
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 |
|---|---|---|---|---|
| TZY (ISHARES S&P TARGET DATE 2050 INDEX FUND ISHARES S&P TARGET DATE 2050 INDEX FUND) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart