Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRIEX (BlackRock Retirement Income 2040 Fund) | NA | 7.93% | 7.01% | NA | NA | NA | NA | … | … |
Data as of 07/22/2025, Common starting date is 08/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRIEX (BlackRock Retirement Income 2040 Fund) | 08/03/2020 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 7.93 | 7.01 | NA | NA | NA | NA | … | … | 5.34 | 7.13 | 9.66 | -11.96 | 6.96 | 6.82 |
| Sharpe Ratio | NA | 0.75 | 0.57 | NA | NA | NA | NA | … | … | 0.95 | 0.71 | 1.01 | -1.58 | 1.64 | 3.43 |
| Standard Deviation(%) | NA | 6.37 | 6.45 | NA | NA | NA | NA | … | … | 7.26 | 4.93 | 6.00 | 8.49 | 4.22 | 4.98 |
| Draw Down(%) | NA | 5.65 | 8.91 | NA | NA | NA | NA | … | … | 5.65 | 3.07 | 6.22 | 16.38 | 2.53 | 2.48 |
| Yield(%) | 0.00 | 5.95 | 5.55 | 5.32 | 2.66 | 1.77 | 1.33 | … | … | 2.74 | 6.58 | 4.95 | 4.97 | 5.82 | 2.46 |
Data as of 07/22/2025, Common starting date is 08/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRIEX (BlackRock Retirement Income 2040 Fund) |
-0.09%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRIEX (BlackRock Retirement Income 2040 Fund) |
7.89%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart