Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TZO (ISHARES S&P TARGET DATE 2035 INDEX FUND ISHARES S&P TARGET DATE 2035 INDEX FUND) | NA | 5.79% | 12.00% | 10.78% | NA | NA | NA | 15.96% |
Data as of 10/14/2014, AR inception is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TZO (ISHARES S&P TARGET DATE 2035 INDEX FUND ISHARES S&P TARGET DATE 2035 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 (%) | -1.52 | 5.79 | 12.00 | 10.78 | NA | NA | NA | 15.96 | 0.42 | 21.31 | 13.40 | -1.27 | 14.20 | 24.34 | 8.27 |
| Sharpe Ratio | NA | 0.69 | 0.98 | 0.73 | NA | NA | NA | 0.79 | 0.06 | 2.12 | 0.98 | -0.07 | 0.85 | 0.98 | 4.21 |
| Standard Deviation(%) | NA | 8.34 | 12.16 | 14.67 | NA | NA | NA | 16.87 | 8.51 | 10.04 | 13.77 | 19.78 | 16.53 | 24.86 | 21.58 |
| Draw Down(%) | NA | 5.90 | 9.58 | 19.29 | NA | NA | NA | 20.77 | 5.90 | 6.81 | 9.58 | 19.29 | 12.62 | 20.77 | 3.85 |
| Yield(%) | 0.00 | 2.13 | 2.60 | 3.01 | 1.97 | 1.31 | 0.98 | 3.93 | 1.50 | 2.20 | 2.44 | 2.31 | 2.10 | 2.59 | 0.90 |
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 |
|---|---|---|---|---|
| TZO (ISHARES S&P TARGET DATE 2035 INDEX FUND ISHARES S&P TARGET DATE 2035 INDEX FUND) |
8.54%
Dec 2009 - Dec 2012 |
10.37%
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 |
|---|---|---|---|---|
| TZO (ISHARES S&P TARGET DATE 2035 INDEX FUND ISHARES S&P TARGET DATE 2035 INDEX FUND) |
21.81%
Feb 2009 - Feb 2012 |
18.34%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart