Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIKAX (BlackRock LifePath Idx 2040 Prt InvA Shs) | 9.29% | 22.06% | 16.29% | 7.78% | 10.09% | 9.01% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIKAX (BlackRock LifePath Idx 2040 Prt InvA Shs) | 06/01/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 22.06 | 16.29 | 7.78 | 10.09 | 9.01 | NA | … | … | 9.29 | 18.13 | 12.39 | 18.21 | -18.04 | 15.26 | 13.74 | 24.62 | -7.30 | 18.60 | 8.44 | -0.94 | 6.90 | 18.08 | 14.64 | -7.94 |
| Sharpe Ratio | NA | 2.02 | 1.16 | 0.40 | 0.59 | NA | NA | … | … | 1.76 | 1.21 | 0.90 | 1.35 | -1.02 | 1.43 | 0.47 | 2.39 | -0.68 | 3.14 | 0.63 | -0.07 | 0.82 | 1.95 | 1.34 | -0.50 |
| Standard Deviation(%) | NA | 9.63 | 11.22 | 13.07 | 14.44 | NA | NA | … | … | 11.63 | 12.85 | 9.71 | 10.89 | 19.17 | 10.69 | 28.31 | 9.69 | 12.77 | 5.73 | 13.00 | 13.50 | 8.35 | 9.24 | 11.02 | 26.22 |
| Draw Down(%) | NA | 7.43 | 12.54 | 25.52 | 31.15 | NA | NA | … | … | 7.43 | 12.54 | 5.75 | 10.34 | 25.03 | 4.71 | 31.15 | 5.37 | 15.92 | 1.68 | 10.23 | 12.18 | 6.37 | 6.78 | 9.55 | 18.56 |
| Yield(%) | 0.00 | 3.21 | 2.86 | 2.23 | 3.07 | 3.44 | 2.54 | … | … | 0.00 | 3.37 | 2.52 | 2.37 | 1.50 | 2.07 | 1.56 | 3.79 | 1.91 | 2.40 | 2.04 | 2.88 | 3.11 | 3.33 | 2.10 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIKAX (BlackRock LifePath Idx 2040 Prt InvA Shs) |
1.67%
Apr 2021 – Apr 2024 |
2.86%
Mar 2015 – Mar 2020 |
6.01%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIKAX (BlackRock LifePath Idx 2040 Prt InvA Shs) |
18.17%
Sep 2022 – Sep 2025 |
13.06%
Oct 2016 – Oct 2021 |
10.81%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart