Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIJAX (BlackRock LifePath Idx 2035 Prt InvA Shs) | 3.61% | 6.15% | 7.84% | 9.30% | 6.50% | NA | NA | 7.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIJAX (BlackRock LifePath Idx 2035 Prt InvA Shs) | 06/01/2011 | 05/15/2025 |
The return data shown below all have the same latest date: 05/15/2025.
AR inception is since 06/01/2011.
AR inception is since 06/01/2011.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.20 | 6.15 | 7.84 | 9.30 | 6.50 | NA | NA | 7.65 | 3.61 | 8.28 | 16.27 | -17.37 | 13.09 | 13.21 | 22.78 | -6.60 | 16.93 | 7.98 | -0.77 | 6.66 | 16.46 | 13.83 | -7.02 |
| Sharpe Ratio | NA | -0.06 | 0.25 | 0.47 | 0.36 | NA | NA | 0.44 | 0.09 | 0.19 | 1.23 | -1.11 | 1.40 | 0.52 | 2.50 | -0.70 | 3.14 | 0.67 | -0.07 | 0.86 | 1.91 | 1.36 | -0.48 |
| Standard Deviation(%) | NA | 11.75 | 12.40 | 12.35 | 13.13 | NA | NA | 12.96 | 15.80 | 8.79 | 9.84 | 17.03 | 9.37 | 24.66 | 8.56 | 11.35 | 5.21 | 11.66 | 12.20 | 7.73 | 8.59 | 10.22 | 24.10 |
| Draw Down(%) | NA | 12.32 | 14.59 | 24.31 | 27.79 | NA | NA | 27.79 | 10.58 | 5.51 | 9.68 | 23.76 | 4.19 | 27.79 | 4.55 | 14.42 | 1.52 | 9.08 | 11.13 | 5.90 | 6.48 | 8.84 | 17.08 |
| Yield(%) | 0.00 | 0.01 | 1.33 | 1.83 | 2.21 | 2.51 | 1.88 | 2.89 | 0.00 | 0.01 | 2.42 | 1.61 | 2.02 | 1.61 | 3.66 | 1.96 | 2.32 | 1.89 | 2.58 | 2.92 | 3.23 | 2.20 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIJAX (BlackRock LifePath Idx 2035 Prt InvA Shs) |
0.90%
Apr 2021 - Apr 2024 |
3.04%
Mar 2015 - Mar 2020 |
5.44%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIJAX (BlackRock LifePath Idx 2035 Prt InvA Shs) |
16.28%
Dec 2018 - Dec 2021 |
11.98%
Oct 2016 - Oct 2021 |
10.06%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart