Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LILAX (BlackRock LifePath Idx 2025 Prt InvA Shs) | NA | 12.97% | 1.21% | 4.71% | 5.30% | NA | NA | 6.03% |
Data as of 12/06/2024, AR inception is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LILAX (BlackRock LifePath Idx 2025 Prt InvA Shs) | 06/01/2011 | 12/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.97 | 1.21 | 4.71 | 5.30 | NA | NA | 6.03 | 9.00 | 12.07 | -16.05 | 8.12 | 11.76 | 18.59 | -5.09 | 13.26 | 6.98 | -0.67 | 6.30 | 12.94 | 12.08 | -5.27 |
| Sharpe Ratio | NA | 1.04 | -0.30 | 0.21 | 0.39 | NA | NA | 0.48 | 0.47 | 1.01 | -1.39 | 1.21 | 0.68 | 2.86 | -0.76 | 3.20 | 0.78 | -0.08 | 1.03 | 1.79 | 1.49 | -0.46 |
| Standard Deviation(%) | NA | 6.07 | 9.26 | 10.82 | 9.34 | NA | NA | 9.57 | 5.93 | 7.80 | 12.61 | 6.69 | 16.90 | 6.00 | 8.46 | 3.96 | 8.65 | 9.11 | 6.08 | 7.21 | 8.16 | 19.28 |
| Draw Down(%) | NA | 3.53 | 21.34 | 21.85 | 21.85 | NA | NA | 21.85 | 3.53 | 7.98 | 20.92 | 3.18 | 20.18 | 2.75 | 10.99 | 1.29 | 6.41 | 8.77 | 4.61 | 5.91 | 6.90 | 13.69 |
| Yield(%) | 0.00 | 3.39 | 2.31 | 2.46 | 2.63 | 2.54 | 1.91 | 2.94 | 2.51 | 2.55 | 1.82 | 1.95 | 1.73 | 3.15 | 2.20 | 2.16 | 1.77 | 2.33 | 2.84 | 2.71 | 1.89 | 0.00 |
Data as of 12/06/2024, 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 |
|---|---|---|---|---|
| LILAX (BlackRock LifePath Idx 2025 Prt InvA Shs) |
-0.85%
Apr 2021 - Apr 2024 |
2.32%
Sep 2017 - Sep 2022 |
4.08%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LILAX (BlackRock LifePath Idx 2025 Prt InvA Shs) |
12.74%
Dec 2018 - Dec 2021 |
9.54%
Feb 2016 - Feb 2021 |
8.34%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart