Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLHIX (LifePath Active 2040 Port Inst Shares) | NA | 6.65% | 5.63% | 8.34% | NA | NA | NA | … | … |
Data as of 09/25/2020, Common starting date is 11/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLHIX (LifePath Active 2040 Port Inst Shares) | 11/29/2012 | 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 | 6.65 | 5.63 | 8.34 | NA | NA | NA | … | … | 0.10 | 22.02 | -8.73 | 19.26 | 8.28 | -3.20 | 5.37 | 11.34 | -1.69 |
| Sharpe Ratio | NA | 0.24 | 0.27 | 0.50 | NA | NA | NA | … | … | -0.01 | 2.20 | -0.81 | 3.22 | 0.59 | -0.24 | 0.55 | 0.96 | -1.22 |
| Standard Deviation(%) | NA | 25.20 | 17.04 | 15.04 | NA | NA | NA | … | … | 29.09 | 9.39 | 12.43 | 5.81 | 13.73 | 13.50 | 9.77 | 11.80 | 15.19 |
| Draw Down(%) | NA | 29.87 | 29.87 | 29.87 | NA | NA | NA | … | … | 29.87 | 5.70 | 16.47 | 1.87 | 11.63 | 12.98 | 7.64 | 7.19 | 4.96 |
| Yield(%) | 0.00 | 23.67 | 10.98 | 9.97 | 5.92 | 3.94 | 2.96 | … | … | 12.92 | 12.98 | 5.96 | 3.46 | 4.03 | 9.06 | 9.30 | 0.00 | 0.00 |
Data as of 09/25/2020, Common starting date is 11/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLHIX (LifePath Active 2040 Port Inst Shares) |
0.52%
Mar 2017 – Mar 2020 |
1.71%
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 |
|---|---|---|---|---|
| BLHIX (LifePath Active 2040 Port Inst Shares) |
11.48%
Feb 2016 – Feb 2019 |
8.00%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart