Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIKAX (BlackRock LifePath Idx 2040 Prt InvA Shs) | 8.67% | 11.44% | 13.19% | 9.55% | 8.16% | NA | NA | 8.27% |
Data as of 07/18/2025, AR inception is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIKAX (BlackRock LifePath Idx 2040 Prt InvA Shs) | 06/01/2011 | 07/18/2025 |
| 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 (%) | 0.27 | 11.44 | 13.19 | 9.55 | 8.16 | NA | NA | 8.27 | 8.67 | 9.92 | 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 | 0.60 | 0.75 | 0.56 | 0.45 | NA | NA | 0.50 | 0.86 | 0.34 | 1.29 | -1.02 | 1.43 | 0.47 | 2.40 | -0.68 | 3.15 | 0.63 | -0.07 | 0.82 | 1.95 | 1.34 | -0.50 |
| Standard Deviation(%) | NA | 13.66 | 13.16 | 13.48 | 14.85 | NA | NA | 14.45 | 15.82 | 9.82 | 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 | 12.54 | 15.55 | 25.52 | 31.15 | NA | NA | 31.15 | 12.54 | 5.81 | 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 | 2.27 | 2.05 | 2.13 | 2.64 | 2.92 | 2.19 | 3.13 | 0.00 | 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 07/18/2025, 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 |
|---|---|---|---|---|
| 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) |
17.77%
Dec 2018 - Dec 2021 |
13.06%
Oct 2016 - Oct 2021 |
10.81%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart