Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLKIX (LifePath Active 2050 Port Inst Shares) | NA | 6.92% | 5.40% | 8.33% | 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 |
|---|---|---|
| BLKIX (LifePath Active 2050 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 | 6.92 | 5.40 | 8.33 | NA | NA | NA | … | … | -0.32 | 22.57 | -9.71 | 20.30 | 8.28 | -3.09 | 4.86 | 15.44 | -1.05 |
| Sharpe Ratio | NA | 0.23 | 0.23 | 0.46 | NA | NA | NA | … | … | -0.02 | 2.06 | -0.83 | 3.07 | 0.59 | -0.22 | 0.44 | 1.30 | -0.73 |
| Standard Deviation(%) | NA | 28.12 | 18.85 | 16.36 | NA | NA | NA | … | … | 32.47 | 10.30 | 13.28 | 6.44 | 13.73 | 14.19 | 10.93 | 11.85 | 15.77 |
| Draw Down(%) | NA | 32.50 | 32.50 | 32.50 | NA | NA | NA | … | … | 32.50 | 6.60 | 17.92 | 1.88 | 12.37 | 13.48 | 8.71 | 6.36 | 5.31 |
| Yield(%) | 0.00 | 23.18 | 10.77 | 9.63 | 5.81 | 3.87 | 2.91 | … | … | 10.75 | 14.87 | 6.62 | 2.75 | 3.72 | 7.36 | 6.73 | 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 |
|---|---|---|---|---|
| BLKIX (LifePath Active 2050 Port Inst Shares) |
-0.38%
Mar 2017 – Mar 2020 |
1.20%
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 |
|---|---|---|---|---|
| BLKIX (LifePath Active 2050 Port Inst Shares) |
12.41%
Sep 2015 – Sep 2018 |
8.85%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart