Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPBIX (BLACKROCK LIFEPATH DYNAMIC 2025 FUND INSTITUTIONAL SHARES) | NA | 14.52% | 0.65% | 4.12% | 4.94% | NA | NA | … | … |
Data as of 12/06/2024, Common starting date is 06/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPBIX (BLACKROCK LIFEPATH DYNAMIC 2025 FUND INSTITUTIONAL SHARES) | 06/30/2010 | 12/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.52 | 0.65 | 4.12 | 4.94 | NA | NA | … | … | 10.45 | 13.07 | -15.59 | 1.76 | 11.79 | 19.47 | -4.66 | 13.43 | 6.81 | -1.91 | 2.50 | 14.75 | 12.07 | 0.48 | 17.13 |
| Sharpe Ratio | NA | 1.09 | -0.32 | 0.15 | 0.35 | NA | NA | … | … | 0.65 | 1.03 | -1.27 | 0.20 | 0.72 | 2.91 | -0.71 | 3.15 | 0.77 | -0.22 | 0.37 | 1.94 | 1.46 | 0.03 | 3.15 |
| Standard Deviation(%) | NA | 7.22 | 10.45 | 11.28 | 9.58 | NA | NA | … | … | 6.73 | 8.66 | 13.42 | 8.88 | 16.07 | 6.21 | 8.41 | 4.08 | 8.60 | 8.78 | 6.67 | 7.61 | 8.31 | 16.31 | 11.56 |
| Draw Down(%) | NA | 3.53 | 24.97 | 25.40 | 25.40 | NA | NA | … | … | 3.53 | 8.21 | 21.06 | 5.50 | 22.98 | 3.21 | 11.06 | 2.38 | 6.72 | 9.29 | 5.05 | 6.13 | 6.99 | 13.55 | 4.47 |
| Yield(%) | 0.00 | 6.63 | 3.59 | 3.79 | 4.52 | 5.21 | 3.91 | … | … | 4.68 | 4.03 | 0.96 | 3.91 | 1.92 | 5.75 | 8.12 | 6.99 | 1.40 | 3.91 | 7.58 | 4.17 | 1.89 | 1.74 | 5.03 |
Data as of 12/06/2024, Common starting date is 06/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPBIX (BLACKROCK LIFEPATH DYNAMIC 2025 FUND INSTITUTIONAL SHARES) |
-2.17%
Apr 2021 – Apr 2024 |
1.35%
Sep 2017 – Sep 2022 |
3.53%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPBIX (BLACKROCK LIFEPATH DYNAMIC 2025 FUND INSTITUTIONAL SHARES) |
11.25%
Oct 2018 – Oct 2021 |
9.92%
Feb 2016 – Feb 2021 |
8.01%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart