Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTTRX (ZERO COUPON 2025 FUND INVESTOR CLASS) | 1.46% | 10.35% | 6.70% | 4.09% | 6.35% | 7.01% | 7.74% | 10.48% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTTRX (ZERO COUPON 2025 FUND INVESTOR CLASS) | 02/15/1996 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 02/15/1996.
AR inception is since 02/15/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | 10.35 | 6.70 | 4.09 | 6.35 | 7.01 | 7.74 | 10.48 | 1.46 | 9.54 | 8.01 | -4.33 | 0.32 | 14.90 | 11.43 | 0.46 | 14.41 | 8.74 | 0.97 | 16.56 | -10.81 | 5.71 | 30.35 | 15.34 | -12.61 | 26.50 | 15.51 | 3.27 | 18.45 | 43.49 | 7.61 | 28.50 | -2.69 | 32.63 | -17.18 | 28.19 | 34.17 | 2.62 |
| Sharpe Ratio | NA | 0.79 | 0.47 | 0.31 | 0.72 | NA | NA | 0.57 | 3.35 | 0.56 | 0.70 | -1.03 | 0.07 | 2.65 | 1.75 | -0.22 | 1.38 | 0.96 | 0.11 | 2.12 | -1.09 | 0.53 | 1.74 | 0.90 | -0.53 | 1.18 | 0.91 | 0.00 | 1.15 | 1.63 | 0.32 | 1.31 | -0.24 | 1.54 | -0.99 | 1.27 | 1.54 | -0.02 |
| Standard Deviation(%) | NA | 5.23 | 5.23 | 4.93 | 6.40 | NA | NA | 15.44 | 0.43 | 5.30 | 5.40 | 5.59 | 4.07 | 5.52 | 5.73 | 3.87 | 10.04 | 8.88 | 8.70 | 7.78 | 9.94 | 10.83 | 17.40 | 16.93 | 23.94 | 21.49 | 13.77 | 11.91 | 14.15 | 26.18 | 21.83 | 20.85 | 20.99 | 18.48 | 20.68 | 19.66 | 19.77 | 24.14 |
| Draw Down(%) | NA | 0.36 | 4.95 | 9.62 | 9.62 | NA | NA | 28.78 | 0.05 | 0.63 | 2.39 | 9.30 | 3.08 | 2.88 | 2.63 | 4.50 | 2.72 | 8.39 | 7.17 | 3.55 | 13.86 | 7.00 | 9.61 | 15.41 | 25.59 | 12.95 | 10.88 | 14.18 | 10.36 | 17.20 | 25.33 | 11.53 | 18.07 | 12.81 | 22.92 | 14.95 | 13.31 | 16.83 |
| Yield(%) | 0.00 | 5.12 | 4.27 | 4.02 | 4.66 | 6.20 | 6.95 | 13.40 | 0.00 | 5.16 | 4.31 | 3.21 | 2.88 | 5.79 | 4.18 | 5.57 | 4.66 | 3.58 | 3.05 | 2.93 | 10.58 | 0.00 | 0.00 | 5.61 | 8.06 | 5.18 | 0.00 | 0.00 | 3.70 | 0.00 | 5.65 | 7.32 | 0.00 | 0.00 | 3.60 | 6.11 | 3.94 | 3.61 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTTRX (ZERO COUPON 2025 FUND INVESTOR CLASS) |
0.70%
Jul 2020 - Jul 2023 |
3.10%
Jul 2012 - Jul 2017 |
4.36%
Nov 2012 - Nov 2022 |
6.06%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTTRX (ZERO COUPON 2025 FUND INVESTOR CLASS) |
32.09%
Jun 2002 - Jun 2005 |
21.36%
Jan 2000 - Jan 2005 |
17.52%
Aug 1996 - Aug 2006 |
16.32%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison Chart