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TZO: iShares S&P Target Date 2035 (ETF)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/14/2008 |
Last Dividend Date: | 10/02/2014 |
12-Mo. Yield | 1.85% |
Expenses | 0.31% |
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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 11/14/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.5 | 5.8 | 12.0 | 10.8 | 13.4 | 0.4 | 21.3 | 13.4 | -1.3 | 14.2 | 24.3 | 8.3 |
Sharpe Ratio | NA | 0.69 | 0.98 | 0.73 | 0.79 | 0.06 | 2.12 | 0.98 | -0.07 | 0.85 | 0.98 | 4.21 |
Draw Down(%) | NA | 5.9 | 9.6 | 19.3 | 20.8 | 5.9 | 6.8 | 9.6 | 19.3 | 12.6 | 20.8 | 3.9 |
Standard Deviation(%) | NA | 8.3 | 12.2 | 14.7 | 16.9 | 8.5 | 10.0 | 13.8 | 19.8 | 16.5 | 24.9 | 21.6 |
Treynor Ratio | NA | 0.07 | 0.17 | 0.17 | 0.34 | 0.01 | 0.25 | 0.19 | -0.02 | 0.24 | 1.17 | 6650.35 |
Alpha | NA | 0.0 | 0.01 | 0.02 | 0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.08 | 0.27 |
Beta | NA | 0.88 | 0.7 | 0.62 | 0.39 | 0.9 | 0.86 | 0.73 | 0.53 | 0.6 | 0.21 | 0.0 |
RSquared | NA | 0.82 | 0.46 | 0.38 | 0.18 | 0.88 | 0.68 | 0.37 | 0.32 | 0.39 | 0.04 | 0.0 |
Yield(%) | N/A | 2.1 | 2.6 | 3.0 | N/A | 1.5 | 2.2 | 2.4 | 2.3 | 2.1 | 2.6 | 0.9 |
Dividend Growth(%) | N/A | 1.2 | N/A | N/A | N/A | -21.3 | 0.0 | 2.6 | 23.8 | 0.0 | 215.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2008
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