Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) | 13.32% | 29.29% | 21.29% | 10.74% | 12.17% | 10.39% | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) | 07/06/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 29.29 | 21.29 | 10.74 | 12.17 | 10.39 | NA | … | … | 13.32 | 20.90 | 17.04 | 22.19 | -18.77 | 18.40 | 15.47 | 26.48 | -8.42 | 19.45 | 8.81 | -2.63 | 1.96 | 25.63 | 16.47 | -4.02 | 25.45 |
| Sharpe Ratio | NA | 1.87 | 1.15 | 0.49 | 0.65 | NA | NA | … | … | 1.85 | 0.98 | 1.01 | 1.36 | -0.90 | 1.46 | 0.55 | 2.41 | -0.72 | 3.01 | 0.62 | -0.19 | 0.18 | 2.22 | 1.22 | -0.16 | 3.32 |
| Standard Deviation(%) | NA | 14.24 | 15.62 | 16.85 | 16.38 | NA | NA | … | … | 16.93 | 18.50 | 13.24 | 13.71 | 22.62 | 12.59 | 27.63 | 10.36 | 13.64 | 6.27 | 13.98 | 14.03 | 10.65 | 11.54 | 13.52 | 25.86 | 17.41 |
| Draw Down(%) | NA | 9.91 | 17.19 | 27.02 | 34.31 | NA | NA | … | … | 9.91 | 17.19 | 8.45 | 11.50 | 26.95 | 5.52 | 34.31 | 6.31 | 17.76 | 3.31 | 11.52 | 13.28 | 8.49 | 7.71 | 11.90 | 22.08 | 6.98 |
| Yield(%) | 0.00 | 5.83 | 6.82 | 5.90 | 7.25 | 7.09 | 6.88 | … | … | 0.00 | 6.19 | 9.59 | 3.55 | 2.00 | 13.03 | 2.16 | 5.85 | 8.66 | 9.24 | 1.79 | 3.61 | 8.01 | 5.82 | 1.91 | 2.12 | 7.07 |
Data as of 06/05/2026, Common starting date is 07/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) |
0.80%
Mar 2017 – Mar 2020 |
2.12%
Mar 2015 – Mar 2020 |
6.59%
Oct 2013 – Oct 2023 |
9.29%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) |
22.99%
Sep 2022 – Sep 2025 |
15.13%
Mar 2020 – Mar 2025 |
12.55%
Feb 2016 – Feb 2026 |
10.77%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart