Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLAIX (LifePath Active Retirement Port Institut) | NA | 5.33% | 5.35% | 6.41% | NA | NA | NA | … | … |
Data as of 09/25/2020, Common starting date is 11/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLAIX (LifePath Active Retirement Port Institut) | 11/28/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.33 | 5.35 | 6.41 | NA | NA | NA | … | … | -15.66 | 16.82 | -4.43 | 11.44 | 6.26 | -1.91 | 4.98 | 3.15 | -2.60 |
| Sharpe Ratio | NA | -0.58 | -0.16 | 0.14 | NA | NA | NA | … | … | -0.77 | 3.23 | -0.93 | 3.41 | 1.10 | -0.13 | 1.09 | 0.36 | -1.77 |
| Standard Deviation(%) | NA | 23.49 | 14.31 | 11.50 | NA | NA | NA | … | … | 27.31 | 4.77 | 6.20 | 3.19 | 5.49 | 14.54 | 4.57 | 8.78 | 14.79 |
| Draw Down(%) | NA | 18.51 | 18.51 | 18.51 | NA | NA | NA | … | … | 18.51 | 1.90 | 8.52 | 1.51 | 4.33 | 11.73 | 3.68 | 6.74 | 4.75 |
| Yield(%) | 0.00 | 21.13 | 10.45 | 8.52 | 4.90 | 3.27 | 2.45 | … | … | 17.86 | 3.70 | 8.17 | 2.39 | 2.48 | 6.88 | 8.97 | 0.00 | 0.00 |
Data as of 09/25/2020, Common starting date is 11/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLAIX (LifePath Active Retirement Port Institut) |
0.51%
Nov 2013 – Nov 2016 |
2.33%
Nov 2013 – Nov 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLAIX (LifePath Active Retirement Port Institut) |
7.55%
Dec 2016 – Dec 2019 |
6.15%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart