Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TZE (ISHARES S&P TARGET DATE 2015 INDEX FUND ISHARES S&P TARGET DATE 2015 INDEX FUND) | NA | 4.91% | 8.45% | 7.18% | NA | NA | NA | 11.26% |
Data as of 10/14/2014, AR inception is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TZE (ISHARES S&P TARGET DATE 2015 INDEX FUND ISHARES S&P TARGET DATE 2015 INDEX FUND) | 11/14/2008 | 10/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | 4.91 | 8.45 | 7.18 | NA | NA | NA | 11.26 | 1.60 | 12.31 | 10.29 | 1.26 | 11.36 | 16.87 | 2.79 |
| Sharpe Ratio | NA | 0.89 | 0.98 | 0.72 | NA | NA | NA | 0.81 | 0.39 | 1.62 | 1.10 | 0.09 | 1.02 | 1.03 | 1.13 |
| Standard Deviation(%) | NA | 5.48 | 8.63 | 9.97 | NA | NA | NA | 11.61 | 5.23 | 7.55 | 9.40 | 13.40 | 11.10 | 16.34 | 22.20 |
| Draw Down(%) | NA | 3.65 | 6.18 | 10.45 | NA | NA | NA | 15.77 | 3.65 | 5.15 | 6.18 | 10.45 | 8.02 | 15.77 | 3.06 |
| Yield(%) | 0.00 | 2.07 | 2.40 | 2.26 | 1.43 | 0.95 | 0.71 | 2.86 | 1.53 | 1.96 | 2.30 | 2.54 | 1.76 | 0.00 | 0.76 |
Data as of 10/14/2014, AR inception is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TZE (ISHARES S&P TARGET DATE 2015 INDEX FUND ISHARES S&P TARGET DATE 2015 INDEX FUND) |
6.48%
Apr 2011 - Apr 2014 |
7.92%
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 |
|---|---|---|---|---|
| TZE (ISHARES S&P TARGET DATE 2015 INDEX FUND ISHARES S&P TARGET DATE 2015 INDEX FUND) |
14.79%
Feb 2009 - Feb 2012 |
12.35%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart