Performance Comparison
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