Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTTTX (ZERO COUPON 2020 FUND INVESTOR CLASS) | NA | 5.84% | 2.73% | 4.53% | 5.98% | 7.70% | 10.36% | 11.53% |
Data as of 09/18/2020, AR inception is 12/29/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTTTX (ZERO COUPON 2020 FUND INVESTOR CLASS) | 12/29/1989 | 09/18/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 5.84 | 2.73 | 4.53 | 5.98 | 7.70 | 10.36 | 11.53 | 0.94 | 2.74 | 4.75 | 0.96 | 8.45 | 7.33 | 13.13 | 1.53 | 5.24 | 19.51 | 17.92 | -2.58 | 26.77 | 9.55 | 0.74 | 16.10 | 12.44 | 8.74 | 27.49 | 8.96 | 48.03 | -2.69 | 18.65 | 28.62 | -2.06 | 61.34 | -17.66 | 35.62 | 8.33 | 17.36 | -4.50 | 0.00 |
| Sharpe Ratio | NA | 2.92 | 0.60 | 0.82 | 0.87 | NA | NA | 0.62 | 2.96 | 1.77 | 0.80 | 0.20 | 1.21 | 1.07 | 1.73 | 0.15 | 0.86 | 1.92 | 1.47 | -0.16 | 1.38 | 0.66 | -0.30 | 1.14 | 0.86 | 0.44 | 1.56 | 0.37 | 2.31 | -0.25 | 0.92 | 1.52 | -0.25 | 3.23 | -0.86 | 1.80 | 0.34 | 0.64 | -0.35 | NA |
| Standard Deviation(%) | NA | 0.35 | 2.54 | 4.48 | 6.96 | NA | NA | 15.48 | 0.34 | 0.76 | 4.30 | 1.71 | 6.77 | 6.84 | 7.57 | 9.85 | 6.10 | 10.17 | 12.10 | 16.21 | 18.67 | 9.93 | 8.57 | 12.20 | 13.38 | 18.36 | 16.90 | 18.05 | 19.03 | 23.82 | 16.64 | 16.43 | 22.02 | 17.78 | 24.01 | 18.57 | 17.35 | 21.04 | 28.10 | 0.00 |
| Draw Down(%) | NA | 0.13 | 1.73 | 3.13 | 9.74 | NA | NA | 35.52 | 0.13 | 0.31 | 1.10 | 1.30 | 3.13 | 2.73 | 1.95 | 8.86 | 4.34 | 5.68 | 9.74 | 14.80 | 12.97 | 7.80 | 10.53 | 8.25 | 14.60 | 21.68 | 9.56 | 12.21 | 10.82 | 20.31 | 13.34 | 11.13 | 23.24 | 11.06 | 30.93 | 13.18 | 11.41 | 14.21 | 24.75 | 0.00 |
| Yield(%) | 0.00 | 4.24 | 2.82 | 4.12 | 4.74 | 5.97 | 9.63 | 20.51 | 0.00 | 4.33 | 4.17 | 0.00 | 6.67 | 5.44 | 7.01 | 7.72 | 0.00 | 0.00 | 5.32 | 5.06 | 9.15 | 0.00 | 0.49 | 5.68 | 0.00 | 5.56 | 5.87 | 9.97 | 17.25 | 16.61 | 2.13 | 0.00 | 6.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/18/2020, AR inception is 12/29/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTTTX (ZERO COUPON 2020 FUND INVESTOR CLASS) |
-0.17%
Aug 1993 - Aug 1996 |
4.33%
Jan 2015 - Jan 2020 |
5.73%
Aug 2010 - Aug 2020 |
7.41%
Aug 2005 - Aug 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTTTX (ZERO COUPON 2020 FUND INVESTOR CLASS) |
31.15%
Sep 1999 - Sep 2002 |
23.46%
Oct 1999 - Oct 2004 |
20.28%
Oct 1994 - Oct 2004 |
17.61%
Aug 1990 - Aug 2005 |
Annualized Rolling Returns Comparison Chart