Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIKIX (BlackRock LifePath Idx 2040 Prt Inst Cl) | 9.40% | 22.08% | 16.59% | 8.20% | 10.43% | 9.31% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIKIX (BlackRock LifePath Idx 2040 Prt Inst Cl) | 06/01/2011 | 06/04/2026 |
| 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 (%) | 0.28 | 22.08 | 16.59 | 8.20 | 10.43 | 9.31 | NA | … | … | 9.40 | 17.60 | 12.62 | 18.54 | -17.70 | 16.05 | 14.00 | 24.96 | -7.12 | 18.83 | 8.71 | -0.69 | 7.21 | 18.31 | 15.02 | -7.94 |
| Sharpe Ratio | NA | 2.12 | 1.23 | 0.45 | 0.61 | NA | NA | … | … | 1.82 | 1.16 | 0.93 | 1.38 | -1.00 | 1.50 | 0.48 | 2.41 | -0.67 | 3.17 | 0.66 | -0.05 | 0.87 | 1.98 | 1.37 | -0.50 |
| Standard Deviation(%) | NA | 9.59 | 11.22 | 13.05 | 14.44 | NA | NA | … | … | 11.84 | 12.74 | 9.70 | 10.88 | 19.13 | 10.68 | 28.37 | 9.76 | 12.70 | 5.76 | 12.96 | 13.45 | 8.30 | 9.24 | 11.02 | 26.19 |
| Draw Down(%) | NA | 7.37 | 12.52 | 25.06 | 31.13 | NA | NA | … | … | 7.37 | 12.52 | 5.73 | 10.32 | 24.82 | 4.68 | 31.13 | 5.42 | 15.68 | 1.69 | 10.21 | 12.03 | 6.40 | 6.78 | 9.54 | 18.56 |
| Yield(%) | 0.00 | 3.49 | 3.15 | 2.58 | 3.50 | 3.88 | 2.86 | … | … | 0.00 | 3.68 | 2.83 | 2.64 | 1.85 | 2.75 | 1.84 | 4.06 | 2.15 | 2.66 | 2.23 | 3.13 | 3.34 | 3.55 | 2.36 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LIKIX (BlackRock LifePath Idx 2040 Prt Inst Cl) |
1.93%
Mar 2017 – Mar 2020 |
3.12%
Mar 2015 – Mar 2020 |
6.33%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIKIX (BlackRock LifePath Idx 2040 Prt Inst Cl) |
18.46%
Sep 2022 – Sep 2025 |
13.37%
Oct 2016 – Oct 2021 |
11.13%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart