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TZD: iShares S&P Target Date 2010 (ETF)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/29/2009 |
Last Dividend Date: | 10/02/2014 |
12-Mo. Yield | 1.32% |
Expenses | 0.11% |
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Performance Analytics (As of 10/14/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/29/2009 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.2 | 4.3 | 7.4 | 6.6 | 8.8 | 2.0 | 8.8 | 8.7 | 2.2 | 10.2 | 18.9 |
Sharpe Ratio | NA | 0.95 | 1.04 | 0.79 | 0.88 | 0.61 | 1.3 | 1.17 | 0.2 | 1.06 | 1.28 |
Draw Down(%) | NA | 2.8 | 5.8 | 9.0 | 10.3 | 2.8 | 5.8 | 5.0 | 9.0 | 5.9 | 10.3 |
Standard Deviation(%) | NA | 4.5 | 7.1 | 8.4 | 9.9 | 4.0 | 6.7 | 7.5 | 11.0 | 9.5 | 16.0 |
Treynor Ratio | NA | 0.05 | 0.09 | 0.08 | 0.14 | 0.03 | 0.09 | 0.1 | 0.03 | 0.15 | 0.64 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.06 |
Beta | NA | 0.88 | 0.86 | 0.8 | 0.63 | 0.94 | 0.99 | 0.88 | 0.81 | 0.69 | 0.32 |
RSquared | NA | 0.37 | 0.22 | 0.19 | 0.11 | 0.51 | 0.32 | 0.18 | 0.19 | 0.15 | 0.03 |
Yield(%) | N/A | 1.6 | 2.0 | 2.5 | N/A | 1.4 | 1.4 | 1.8 | 2.5 | 2.1 | 2.9 |
Dividend Growth(%) | N/A | -11.1 | N/A | N/A | N/A | 6.4 | -17.5 | -26.0 | 26.2 | -15.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/2009
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