Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEWAX (BlackRock LifePath ESG Index 2065 Fund Investor A) | 12.42% | 28.19% | 20.02% | 10.17% | 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 |
|---|---|---|
| LEWAX (BlackRock LifePath ESG Index 2065 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 (%) | 0.48 | 28.19 | 20.02 | 10.17 | NA | NA | NA | … | … | 12.42 | 20.65 | 15.39 | 20.99 | -18.80 | 19.70 | 14.23 |
| Sharpe Ratio | NA | 2.11 | 1.21 | 0.49 | NA | NA | NA | … | … | 1.94 | 1.07 | 0.98 | 1.35 | -0.90 | 1.58 | 2.71 |
| Standard Deviation(%) | NA | 12.51 | 14.18 | 15.98 | NA | NA | NA | … | … | 15.28 | 16.70 | 11.98 | 12.93 | 22.64 | 12.48 | 16.01 |
| Draw Down(%) | NA | 9.65 | 16.52 | 27.31 | NA | NA | NA | … | … | 9.65 | 16.52 | 7.80 | 11.51 | 27.09 | 5.70 | 7.25 |
| Yield(%) | 0.00 | 1.65 | 2.46 | 2.18 | 1.50 | 1.00 | 0.75 | … | … | 0.00 | 1.75 | 2.67 | 2.81 | 1.47 | 3.00 | 0.94 |
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 |
|---|---|---|---|---|
| LEWAX (BlackRock LifePath ESG Index 2065 Fund Investor A) |
3.16%
Apr 2021 – Apr 2024 |
8.71%
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 |
|---|---|---|---|---|
| LEWAX (BlackRock LifePath ESG Index 2065 Fund Investor A) |
21.76%
Sep 2022 – Sep 2025 |
13.86%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
