Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIBKX (BlackRock LifePath Idx 2025 Prt Cl K Shs) | NA | 13.17% | 1.47% | 5.00% | 5.59% | NA | NA | 6.32% |
Data as of 12/06/2024, AR inception is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIBKX (BlackRock LifePath Idx 2025 Prt Cl K Shs) | 06/01/2011 | 12/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.17 | 1.47 | 5.00 | 5.59 | NA | NA | 6.32 | 9.17 | 12.41 | -15.81 | 8.51 | 11.99 | 18.97 | -4.78 | 13.48 | 7.38 | -0.46 | 6.66 | 13.30 | 12.35 | -5.27 |
| Sharpe Ratio | NA | 1.06 | -0.27 | 0.24 | 0.43 | NA | NA | 0.51 | 0.50 | 1.05 | -1.36 | 1.28 | 0.69 | 2.93 | -0.73 | 3.17 | 0.82 | -0.05 | 1.10 | 1.84 | 1.52 | -0.46 |
| Standard Deviation(%) | NA | 6.14 | 9.31 | 10.83 | 9.34 | NA | NA | 9.57 | 5.98 | 7.83 | 12.68 | 6.63 | 16.89 | 6.00 | 8.43 | 4.07 | 8.72 | 9.01 | 6.04 | 7.19 | 8.14 | 19.23 |
| Draw Down(%) | NA | 3.52 | 21.15 | 21.62 | 21.62 | NA | NA | 21.62 | 3.52 | 7.95 | 20.76 | 3.11 | 20.14 | 2.75 | 10.76 | 1.29 | 6.41 | 8.69 | 4.63 | 5.90 | 6.80 | 13.69 |
| Yield(%) | 0.00 | 3.80 | 2.61 | 2.80 | 2.98 | 2.88 | 2.16 | 3.32 | 2.84 | 2.88 | 2.09 | 2.27 | 2.02 | 3.46 | 2.51 | 2.48 | 1.99 | 2.62 | 3.12 | 2.95 | 2.15 | 0.00 |
Data as of 12/06/2024, AR inception is 06/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBKX (BlackRock LifePath Idx 2025 Prt Cl K Shs) |
-0.53%
Apr 2021 - Apr 2024 |
2.64%
Sep 2017 - Sep 2022 |
4.40%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBKX (BlackRock LifePath Idx 2025 Prt Cl K Shs) |
13.07%
Dec 2018 - Dec 2021 |
9.86%
Feb 2016 - Feb 2021 |
8.63%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart