Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRIDX (BlackRock Retirement Income 2040 Fund Investor A) | NA | 8.23% | 7.11% | NA | NA | NA | NA | … | … |
Data as of 07/22/2025, Common starting date is 08/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRIDX (BlackRock Retirement Income 2040 Fund Investor A) | 08/03/2020 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 8.23 | 7.11 | NA | NA | NA | NA | … | … | 5.75 | 6.86 | 9.44 | -11.79 | 6.65 | 6.70 |
| Sharpe Ratio | NA | 0.79 | 0.58 | NA | NA | NA | NA | … | … | 1.05 | 0.66 | 0.97 | -1.56 | 1.57 | 3.38 |
| Standard Deviation(%) | NA | 6.38 | 6.44 | NA | NA | NA | NA | … | … | 7.30 | 4.90 | 5.98 | 8.48 | 4.21 | 4.96 |
| Draw Down(%) | NA | 5.67 | 8.98 | NA | NA | NA | NA | … | … | 5.67 | 3.06 | 6.35 | 16.57 | 2.55 | 2.48 |
| Yield(%) | 0.00 | 6.23 | 5.64 | 5.26 | 2.63 | 1.75 | 1.32 | … | … | 3.14 | 6.32 | 4.75 | 5.12 | 5.52 | 2.37 |
Data as of 07/22/2025, Common starting date is 08/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRIDX (BlackRock Retirement Income 2040 Fund Investor A) |
-0.17%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRIDX (BlackRock Retirement Income 2040 Fund Investor A) |
7.98%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart