Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIJIX (BlackRock LifePath Idx 2035 Prt Inst Cl) | 7.73% | 12.58% | 11.78% | 9.23% | 7.83% | NA | NA | 7.82% |
Data as of 06/30/2025, AR inception is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIJIX (BlackRock LifePath Idx 2035 Prt Inst Cl) | 06/01/2011 | 06/30/2025 |
| 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 (%) | 2.06 | 12.58 | 11.78 | 9.23 | 7.83 | NA | NA | 7.82 | 7.73 | 10.92 | 16.51 | -17.06 | 13.70 | 13.46 | 23.08 | -6.41 | 17.26 | 8.25 | -0.52 | 6.96 | 16.68 | 14.16 | -7.02 |
| Sharpe Ratio | NA | 0.71 | 0.66 | 0.62 | 0.47 | NA | NA | 0.52 | 0.89 | 0.85 | 1.33 | -1.09 | 1.45 | 0.53 | 2.52 | -0.69 | 3.16 | 0.69 | -0.05 | 0.90 | 1.92 | 1.39 | -0.48 |
| Standard Deviation(%) | NA | 11.80 | 11.73 | 11.96 | 13.13 | NA | NA | 12.92 | 14.15 | 8.63 | 9.78 | 17.05 | 9.41 | 24.67 | 8.56 | 11.40 | 5.28 | 11.66 | 12.14 | 7.69 | 8.65 | 10.23 | 24.12 |
| Draw Down(%) | NA | 10.50 | 14.50 | 23.86 | 27.78 | NA | NA | 27.78 | 10.50 | 4.64 | 9.54 | 23.52 | 4.17 | 27.78 | 4.54 | 14.16 | 1.56 | 9.07 | 10.97 | 5.77 | 6.55 | 8.83 | 17.08 |
| Yield(%) | 0.00 | 2.57 | 2.61 | 2.71 | 3.04 | 3.16 | 2.37 | 3.39 | 0.00 | 2.76 | 2.68 | 1.92 | 2.66 | 1.97 | 3.90 | 2.21 | 2.59 | 2.08 | 2.83 | 3.13 | 3.45 | 2.41 | 0.00 |
Data as of 06/30/2025, 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 |
|---|---|---|---|---|
| LIJIX (BlackRock LifePath Idx 2035 Prt Inst Cl) |
1.28%
Apr 2021 - Apr 2024 |
3.27%
Mar 2015 - Mar 2020 |
5.75%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIJIX (BlackRock LifePath Idx 2035 Prt Inst Cl) |
16.66%
Dec 2018 - Dec 2021 |
12.25%
Oct 2016 - Oct 2021 |
10.33%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart