Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIPBX (LifePath Active Retirement Port Cl K) | NA | 5.47% | 5.48% | 6.48% | 6.53% | NA | NA | … | … |
Data as of 09/25/2020, Common starting date is 05/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIPBX (LifePath Active Retirement Port Cl K) | 05/09/2007 | 09/25/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.47 | 5.48 | 6.48 | 6.53 | NA | NA | … | … | 2.48 | 17.02 | -4.46 | 8.94 | 8.85 | -1.88 | 5.07 | 10.76 | 12.75 | 0.48 | 12.75 | 27.12 | -26.31 | 4.65 |
| Sharpe Ratio | NA | 0.37 | 0.49 | 0.73 | 0.77 | NA | NA | … | … | 0.20 | 3.28 | -0.90 | 2.16 | 1.36 | -0.32 | 1.09 | 2.01 | 1.39 | 0.04 | 1.12 | 1.81 | -1.45 | 0.35 |
| Standard Deviation(%) | NA | 13.58 | 9.08 | 7.87 | 7.96 | NA | NA | … | … | 15.70 | 4.76 | 6.41 | 3.86 | 6.35 | 5.91 | 4.63 | 5.34 | 9.19 | 11.76 | 11.33 | 14.93 | 18.66 | 12.66 |
| Draw Down(%) | NA | 18.54 | 18.54 | 18.54 | 18.54 | NA | NA | … | … | 18.54 | 1.99 | 8.51 | 2.18 | 4.33 | 7.14 | 3.68 | 4.92 | 6.28 | 12.14 | 8.02 | 15.49 | 31.49 | 9.45 |
| Yield(%) | 0.00 | 21.35 | 10.62 | 8.64 | 7.61 | 5.29 | 3.97 | … | … | 17.98 | 3.87 | 8.42 | 2.44 | 2.53 | 6.91 | 9.07 | 7.62 | 4.56 | 6.31 | 2.26 | 2.47 | 2.14 | 1.48 |
Data as of 09/25/2020, Common starting date is 05/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIPBX (LifePath Active Retirement Port Cl K) |
-1.78%
Jun 2007 – Jun 2010 |
2.70%
Mar 2015 – Mar 2020 |
4.60%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIPBX (LifePath Active Retirement Port Cl K) |
19.00%
Feb 2009 – Feb 2012 |
14.88%
Feb 2009 – Feb 2014 |
9.30%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart