Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIKKX (BlackRock LifePath Idx 2040 Prt Cl K Shs) | 8.35% | 12.36% | 11.09% | 9.68% | 8.60% | NA | NA | 8.57% |
Data as of 08/01/2025, AR inception is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIKKX (BlackRock LifePath Idx 2040 Prt Cl K Shs) | 06/01/2011 | 08/01/2025 |
| 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 (%) | -1.86 | 12.36 | 11.09 | 9.68 | 8.60 | NA | NA | 8.57 | 8.35 | 12.68 | 18.59 | -17.66 | 15.98 | 14.07 | 25.01 | -7.08 | 18.88 | 8.74 | -0.55 | 7.17 | 18.36 | 15.02 | -7.94 |
| Sharpe Ratio | NA | 0.69 | 0.59 | 0.58 | 0.48 | NA | NA | 0.52 | 0.77 | 0.93 | 1.38 | -1.00 | 1.49 | 0.48 | 2.41 | -0.67 | 3.19 | 0.66 | -0.04 | 0.86 | 1.99 | 1.36 | -0.50 |
| Standard Deviation(%) | NA | 13.42 | 13.02 | 13.46 | 14.86 | NA | NA | 14.45 | 15.31 | 9.71 | 10.93 | 19.15 | 10.71 | 28.39 | 9.77 | 12.73 | 5.74 | 12.99 | 13.49 | 8.34 | 9.19 | 11.10 | 26.19 |
| Draw Down(%) | NA | 12.52 | 15.56 | 25.02 | 31.13 | NA | NA | 31.13 | 12.52 | 5.73 | 10.30 | 24.79 | 4.67 | 31.13 | 5.42 | 15.64 | 1.69 | 10.21 | 12.09 | 6.38 | 6.78 | 9.55 | 18.56 |
| Yield(%) | 0.00 | 2.71 | 2.25 | 2.59 | 3.13 | 3.37 | 2.53 | 3.61 | 0.08 | 2.89 | 2.69 | 1.89 | 2.80 | 1.90 | 4.11 | 2.20 | 2.71 | 2.27 | 3.18 | 3.38 | 3.60 | 2.36 | 0.00 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| LIKKX (BlackRock LifePath Idx 2040 Prt Cl K Shs) |
1.98%
Mar 2017 - Mar 2020 |
3.17%
Mar 2015 - Mar 2020 |
6.37%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIKKX (BlackRock LifePath Idx 2040 Prt Cl K Shs) |
18.26%
Dec 2018 - Dec 2021 |
13.40%
Oct 2016 - Oct 2021 |
11.17%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart