Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEWIX (BlackRock LifePath ESG Index 2065 Fund Institutional) | 12.52% | 28.45% | 20.31% | 10.43% | 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 |
|---|---|---|
| LEWIX (BlackRock LifePath ESG Index 2065 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 (%) | 0.48 | 28.45 | 20.31 | 10.43 | NA | NA | NA | … | … | 12.52 | 20.94 | 15.71 | 21.29 | -18.61 | 19.98 | 14.33 |
| Sharpe Ratio | NA | 2.13 | 1.23 | 0.50 | NA | NA | NA | … | … | 1.96 | 1.08 | 1.01 | 1.38 | -0.89 | 1.60 | 2.71 |
| Standard Deviation(%) | NA | 12.50 | 14.21 | 15.98 | NA | NA | NA | … | … | 15.25 | 16.78 | 12.01 | 12.91 | 22.60 | 12.47 | 16.13 |
| Draw Down(%) | NA | 9.64 | 16.55 | 27.19 | NA | NA | NA | … | … | 9.64 | 16.55 | 7.84 | 11.48 | 26.95 | 5.70 | 7.25 |
| Yield(%) | 0.00 | 1.95 | 2.72 | 2.41 | 1.66 | 1.11 | 0.83 | … | … | 0.00 | 2.07 | 2.92 | 3.00 | 1.66 | 3.26 | 1.04 |
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 |
|---|---|---|---|---|
| LEWIX (BlackRock LifePath ESG Index 2065 Fund Institutional) |
3.42%
Apr 2021 – Apr 2024 |
8.97%
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 |
|---|---|---|---|---|
| LEWIX (BlackRock LifePath ESG Index 2065 Fund Institutional) |
22.06%
Sep 2022 – Sep 2025 |
14.16%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart