Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LENIX (BlackRock LifePath ESG Index 2030 Fund Institutional) | 6.65% | 16.46% | 12.66% | 5.73% | 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 |
|---|---|---|
| LENIX (BlackRock LifePath ESG Index 2030 Fund Institutional) | 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 (%) | 0.23 | 16.46 | 12.66 | 5.73 | NA | NA | NA | … | … | 6.65 | 14.08 | 9.00 | 14.67 | -16.44 | 11.94 | 9.47 |
| Sharpe Ratio | NA | 2.00 | 1.13 | 0.33 | NA | NA | NA | … | … | 1.59 | 1.20 | 0.70 | 1.28 | -1.19 | 1.48 | 2.65 |
| Standard Deviation(%) | NA | 7.29 | 8.62 | 10.14 | NA | NA | NA | … | … | 8.99 | 9.37 | 7.70 | 8.68 | 15.09 | 8.06 | 10.46 |
| Draw Down(%) | NA | 5.80 | 8.70 | 22.77 | NA | NA | NA | … | … | 5.80 | 8.67 | 4.00 | 8.13 | 22.25 | 3.80 | 4.98 |
| Yield(%) | 0.00 | 2.36 | 3.75 | 2.83 | 1.74 | 1.16 | 0.87 | … | … | 0.00 | 2.47 | 6.02 | 2.67 | 1.83 | 2.40 | 0.73 |
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 |
|---|---|---|---|---|
| LENIX (BlackRock LifePath ESG Index 2030 Fund Institutional) |
0.69%
Apr 2021 – Apr 2024 |
5.20%
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 |
|---|---|---|---|---|
| LENIX (BlackRock LifePath ESG Index 2030 Fund Institutional) |
14.33%
Sep 2022 – Sep 2025 |
8.23%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart