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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TZI (ISHARES S&P TARGET DATE 2025 INDEX FUND ISHARES S&P TARGET DATE 2025 INDEX FUND) NA 5.30% 10.89% 9.20% NA NA NA 13.68%
Data as of 10/14/2014, AR inception is 11/12/2008
More Performance Analytics Comparison
Name Start Date End Date
TZI (ISHARES S&P TARGET DATE 2025 INDEX FUND ISHARES S&P TARGET DATE 2025 INDEX FUND) 11/12/2008 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 (%) -1.41 5.30 10.89 9.20 NA NA NA 13.68 0.91 17.48 12.19 -0.64 13.02 22.34 3.90
Sharpe Ratio NA 0.75 1.01 0.73 NA NA NA 0.79 0.16 1.78 1.10 -0.04 0.96 1.20 0.97
Standard Deviation(%) NA 7.06 10.74 12.57 NA NA NA 14.52 7.04 9.78 11.13 17.58 13.45 18.55 34.91
Draw Down(%) NA 4.80 8.79 17.81 NA NA NA 18.79 4.80 6.24 8.79 17.81 10.96 18.33 9.02
Yield(%) 0.00 2.15 2.59 2.80 1.78 1.19 0.89 3.56 1.56 2.12 2.47 2.39 1.82 2.27 0.82
Data as of 10/14/2014, AR inception is 11/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TZI (ISHARES S&P TARGET DATE 2025 INDEX FUND ISHARES S&P TARGET DATE 2025 INDEX FUND) 7.68%
Apr 2011 - Apr 2014
10.05%
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
TZI (ISHARES S&P TARGET DATE 2025 INDEX FUND ISHARES S&P TARGET DATE 2025 INDEX FUND) 18.95%
Feb 2009 - Feb 2012
15.65%
Feb 2009 - Feb 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart