Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLEIX (LifePath Active 2030 Port Inst Shares) | NA | 6.55% | 5.84% | 8.06% | 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 |
|---|---|---|
| BLEIX (LifePath Active 2030 Port Inst Shares) | 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 | 6.55 | 5.84 | 8.06 | NA | NA | NA | … | … | 1.46 | 20.07 | -6.70 | 17.43 | 7.35 | -2.40 | 5.14 | 7.43 | -1.80 |
| Sharpe Ratio | NA | 0.31 | 0.36 | 0.63 | NA | NA | NA | … | … | 0.08 | 2.58 | -0.83 | 3.65 | 0.71 | -0.21 | 0.62 | 0.64 | -1.24 |
| Standard Deviation(%) | NA | 19.45 | 13.20 | 11.58 | NA | NA | NA | … | … | 22.47 | 7.23 | 9.71 | 4.63 | 10.06 | 11.51 | 8.23 | 11.55 | 15.16 |
| Draw Down(%) | NA | 24.42 | 24.42 | 24.42 | NA | NA | NA | … | … | 24.42 | 3.83 | 13.11 | 1.64 | 8.87 | 10.85 | 6.46 | 8.03 | 5.07 |
| Yield(%) | 0.00 | 24.25 | 11.67 | 10.22 | 5.84 | 3.89 | 2.92 | … | … | 16.60 | 9.26 | 7.38 | 3.99 | 3.40 | 9.45 | 8.29 | 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 |
|---|---|---|---|---|
| BLEIX (LifePath Active 2030 Port Inst Shares) |
0.13%
Nov 2013 – Nov 2016 |
2.59%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLEIX (LifePath Active 2030 Port Inst Shares) |
10.43%
Sep 2015 – Sep 2018 |
7.63%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart