Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEKAX (BlackRock LifePath ESG Index 2040 Fund Investor A) | 9.49% | 22.01% | 16.51% | 8.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEKAX (BlackRock LifePath ESG Index 2040 Fund Investor A) | 08/19/2020 | 06/04/2026 |
| 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 (%) | 0.38 | 22.01 | 16.51 | 8.05 | NA | NA | NA | … | … | 9.49 | 17.13 | 12.40 | 18.68 | -17.92 | 16.59 | 12.41 |
| Sharpe Ratio | NA | 2.03 | 1.20 | 0.43 | NA | NA | NA | … | … | 1.79 | 1.10 | 0.91 | 1.40 | -1.01 | 1.54 | 2.66 |
| Standard Deviation(%) | NA | 9.91 | 11.35 | 13.19 | NA | NA | NA | … | … | 12.03 | 13.06 | 9.69 | 10.79 | 19.32 | 10.73 | 14.01 |
| Draw Down(%) | NA | 7.71 | 12.64 | 25.40 | NA | NA | NA | … | … | 7.71 | 12.64 | 5.70 | 9.60 | 25.05 | 4.86 | 6.41 |
| Yield(%) | 0.00 | 1.78 | 3.16 | 2.55 | 1.67 | 1.11 | 0.83 | … | … | 0.00 | 1.88 | 5.02 | 2.31 | 1.47 | 2.97 | 0.84 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LEKAX (BlackRock LifePath ESG Index 2040 Fund Investor A) |
2.28%
Apr 2021 – Apr 2024 |
7.11%
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 |
|---|---|---|---|---|
| LEKAX (BlackRock LifePath ESG Index 2040 Fund Investor A) |
18.38%
Sep 2022 – Sep 2025 |
11.44%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart