Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEKIX (BlackRock LifePath ESG Index 2040 Fund Institutional) | 9.22% | 22.24% | 16.68% | 8.41% | 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 |
|---|---|---|
| LEKIX (BlackRock LifePath ESG Index 2040 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 (%) | 0.38 | 22.24 | 16.68 | 8.41 | NA | NA | NA | … | … | 9.22 | 17.47 | 12.66 | 18.96 | -17.73 | 16.89 | 12.50 |
| Sharpe Ratio | NA | 2.10 | 1.23 | 0.45 | NA | NA | NA | … | … | 1.83 | 1.13 | 0.92 | 1.43 | -1.00 | 1.57 | 2.68 |
| Standard Deviation(%) | NA | 9.75 | 11.31 | 13.17 | NA | NA | NA | … | … | 11.98 | 12.93 | 9.81 | 10.78 | 19.27 | 10.72 | 13.99 |
| Draw Down(%) | NA | 7.64 | 12.63 | 25.28 | NA | NA | NA | … | … | 7.64 | 12.63 | 5.69 | 9.54 | 24.92 | 4.94 | 6.50 |
| Yield(%) | 0.00 | 2.11 | 3.45 | 2.82 | 1.84 | 1.22 | 0.92 | … | … | 0.00 | 2.22 | 5.29 | 2.58 | 1.66 | 3.25 | 0.93 |
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 |
|---|---|---|---|---|
| LEKIX (BlackRock LifePath ESG Index 2040 Fund Institutional) |
2.54%
Apr 2021 – Apr 2024 |
7.38%
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 |
|---|---|---|---|---|
| LEKIX (BlackRock LifePath ESG Index 2040 Fund Institutional) |
18.67%
Sep 2022 – Sep 2025 |
11.73%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart