Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEBIX (BlackRock LifePath ESG Index 2025 Fund Institutional) | NA | 13.00% | 1.50% | NA | NA | NA | NA | … | … |
Data as of 12/06/2024, Common starting date is 08/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEBIX (BlackRock LifePath ESG Index 2025 Fund Institutional) | 08/19/2020 | 12/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.00 | 1.50 | NA | NA | NA | NA | … | … | 9.11 | 12.56 | -15.87 | 8.86 | 7.85 |
| Sharpe Ratio | NA | 1.01 | -0.27 | NA | NA | NA | NA | … | … | 0.47 | 1.08 | -1.35 | 1.31 | 2.63 |
| Standard Deviation(%) | NA | 6.29 | 9.41 | NA | NA | NA | NA | … | … | 6.16 | 7.79 | 12.86 | 6.75 | 8.62 |
| Draw Down(%) | NA | 3.50 | 21.29 | NA | NA | NA | NA | … | … | 3.50 | 7.60 | 20.93 | 3.09 | 4.21 |
| Yield(%) | 0.00 | 5.07 | 2.82 | 2.29 | 1.14 | 0.76 | 0.57 | … | … | 3.92 | 2.86 | 1.88 | 1.72 | 0.70 |
Data as of 12/06/2024, Common starting date is 08/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEBIX (BlackRock LifePath ESG Index 2025 Fund Institutional) |
-0.45%
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 |
|---|---|---|---|---|
| LEBIX (BlackRock LifePath ESG Index 2025 Fund Institutional) |
2.34%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart