Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEGIX (BlackRock LifePath ESG Index 2050 Fund Institutional) | 11.45% | 26.99% | 19.40% | 10.07% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEGIX (BlackRock LifePath ESG Index 2050 Fund Institutional) | 08/19/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 26.99 | 19.40 | 10.07 | NA | NA | NA | … | … | 11.45 | 20.23 | 15.13 | 20.84 | -18.60 | 19.77 | 14.22 |
| Sharpe Ratio | NA | 2.14 | 1.23 | 0.49 | NA | NA | NA | … | … | 1.95 | 1.09 | 0.99 | 1.38 | -0.90 | 1.59 | 2.71 |
| Standard Deviation(%) | NA | 11.88 | 13.65 | 15.54 | NA | NA | NA | … | … | 14.48 | 15.94 | 11.67 | 12.61 | 22.22 | 12.42 | 16.00 |
| Draw Down(%) | NA | 9.20 | 15.72 | 27.07 | NA | NA | NA | … | … | 9.20 | 15.72 | 7.51 | 11.33 | 26.86 | 5.64 | 7.25 |
| Yield(%) | 0.00 | 1.86 | 2.47 | 2.21 | 1.52 | 1.01 | 0.76 | … | … | 0.00 | 1.97 | 2.76 | 2.49 | 1.52 | 2.94 | 1.03 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| LEGIX (BlackRock LifePath ESG Index 2050 Fund Institutional) |
3.21%
Apr 2021 – Apr 2024 |
8.65%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGIX (BlackRock LifePath ESG Index 2050 Fund Institutional) |
21.42%
Sep 2022 – Sep 2025 |
13.76%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart