Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIMKX (BlackRock LifePath Idx 2020 Prt Cl K Shs) | NA | 7.84% | 6.05% | 4.86% | NA | NA | NA | … | … |
Data as of 03/05/2020, Common starting date is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIMKX (BlackRock LifePath Idx 2020 Prt Cl K Shs) | 06/01/2011 | 03/05/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.84 | 6.05 | 4.86 | NA | NA | NA | … | … | 0.00 | 14.00 | -3.97 | 11.28 | 6.87 | -0.41 | 6.34 | 11.17 | 11.37 | -4.15 |
| Sharpe Ratio | NA | 1.68 | 0.98 | 0.69 | NA | NA | NA | … | … | 0.00 | 2.84 | -0.79 | 3.12 | 0.93 | -0.06 | 1.24 | 1.75 | 1.65 | -0.42 |
| Standard Deviation(%) | NA | 3.90 | 5.00 | 5.93 | NA | NA | NA | … | … | NA | 4.43 | 6.72 | 3.43 | 7.12 | 7.40 | 5.09 | 6.35 | 6.93 | 16.44 |
| Draw Down(%) | NA | 1.78 | 8.66 | 9.11 | NA | NA | NA | … | … | 0.00 | 1.78 | 8.66 | 1.25 | 4.92 | 7.48 | 3.82 | 5.58 | 5.60 | 11.60 |
| Yield(%) | 0.00 | 2.77 | 2.71 | 2.61 | 2.41 | 1.61 | 1.21 | … | … | 0.00 | 2.93 | 2.54 | 2.59 | 2.12 | 2.88 | 3.29 | 2.65 | 2.05 | 0.00 |
Data as of 03/05/2020, 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 |
|---|---|---|---|---|
| LIMKX (BlackRock LifePath Idx 2020 Prt Cl K Shs) |
3.73%
Nov 2013 – Nov 2016 |
3.88%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIMKX (BlackRock LifePath Idx 2020 Prt Cl K Shs) |
10.16%
Sep 2011 – Sep 2014 |
7.67%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart