Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LERKX (BlackRock LifePath ESG Index Retirement Fund Class K) | 5.52% | 13.94% | 10.40% | 4.40% | 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 |
|---|---|---|
| LERKX (BlackRock LifePath ESG Index Retirement Fund Class K) | 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 (%) | 0.17 | 13.94 | 10.40 | 4.40 | NA | NA | NA | … | … | 5.52 | 12.41 | 6.85 | 11.88 | -15.37 | 7.65 | 6.19 |
| Sharpe Ratio | NA | 1.93 | 1.03 | 0.24 | NA | NA | NA | … | … | 1.48 | 1.26 | 0.49 | 1.12 | -1.44 | 1.37 | 2.59 |
| Standard Deviation(%) | NA | 6.17 | 7.29 | 8.15 | NA | NA | NA | … | … | 7.65 | 7.60 | 6.61 | 7.40 | 11.69 | 5.57 | 6.78 |
| Draw Down(%) | NA | 5.01 | 7.56 | 20.60 | NA | NA | NA | … | … | 5.01 | 6.46 | 3.56 | 7.56 | 20.22 | 2.75 | 3.60 |
| Yield(%) | 0.00 | 2.65 | 2.94 | 2.57 | 1.50 | 1.00 | 0.75 | … | … | 0.00 | 2.75 | 3.27 | 2.94 | 2.02 | 3.14 | 0.77 |
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 |
|---|---|---|---|---|
| LERKX (BlackRock LifePath ESG Index Retirement Fund Class K) |
-0.50%
Apr 2021 – Apr 2024 |
3.87%
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 |
|---|---|---|---|---|
| LERKX (BlackRock LifePath ESG Index Retirement Fund Class K) |
11.58%
Sep 2022 – Sep 2025 |
5.65%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart