Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITDD (Ishares Lifepath Target Date 2040 ETF) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 12/31/2013, Common starting date is 10/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITDD (Ishares Lifepath Target Date 2040 ETF) | 10/16/2003 | 12/31/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | -50.00 | -66.67 | 0.00 | -97.14 | 107.92 | -42.29 | 400.00 | 0.00 | -90.28 | 0.00 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.15 | -0.61 | 0.00 | -0.21 | 0.20 | -0.24 | 1.92 | -0.01 | -0.67 | 0.00 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 339.15 | 109.86 | NA | 465.21 | 524.84 | 192.22 | 208.60 | 165.12 | 135.48 | 126.02 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 90.00 | 66.67 | 0.00 | 98.80 | 94.00 | 85.00 | 65.35 | 82.86 | 92.93 | 30.56 |
| Yield(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/31/2013, Common starting date is 10/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITDD (Ishares Lifepath Target Date 2040 ETF) |
-100.00%
Feb 2010 – Feb 2013 |
-100.00%
Feb 2008 – Feb 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITDD (Ishares Lifepath Target Date 2040 ETF) |
87.31%
Nov 2005 – Nov 2008 |
-5.11%
Jan 2004 – Jan 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart