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TZG: iShares S&P Target Date 2020 (ETF)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/20/2008 |
Last Dividend Date: | 10/02/2014 |
12-Mo. Yield | 1.76% |
Expenses | 0.30% |
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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 11/20/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.1 | 4.9 | 9.9 | 8.2 | 11.3 | 1.2 | 14.6 | 10.9 | 1.0 | 12.6 | 18.6 | 8.4 |
Sharpe Ratio | NA | 0.73 | 1.0 | 0.69 | 0.88 | 0.23 | 1.73 | 1.0 | 0.06 | 0.98 | 1.12 | 5.95 |
Draw Down(%) | NA | 4.3 | 7.9 | 13.5 | 17.2 | 4.3 | 6.8 | 7.5 | 13.5 | 9.7 | 17.2 | 1.8 |
Standard Deviation(%) | NA | 6.7 | 9.9 | 11.7 | 12.8 | 6.7 | 8.4 | 11.0 | 16.0 | 12.8 | 16.5 | 18.9 |
Treynor Ratio | NA | 0.05 | 0.12 | 0.1 | 0.2 | 0.02 | 0.15 | 0.16 | 0.01 | 0.17 | 0.44 | 95.06 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.04 | 0.3 |
Beta | NA | 0.98 | 0.81 | 0.79 | 0.56 | 0.98 | 0.95 | 0.69 | 0.78 | 0.75 | 0.42 | 0.01 |
RSquared | NA | 0.83 | 0.47 | 0.51 | 0.34 | 0.84 | 0.65 | 0.27 | 0.55 | 0.54 | 0.23 | 0.0 |
Yield(%) | N/A | 2.1 | 2.5 | 2.4 | N/A | 1.5 | 2.0 | 2.3 | 2.4 | 2.2 | 0.0 | 0.8 |
Dividend Growth(%) | N/A | 0.0 | N/A | N/A | N/A | -16.9 | -5.3 | -5.1 | 17.9 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2008
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