Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LINAX (BlackRock LifePath Idx 2030 Prt InvA Shs) | 6.79% | 8.57% | 9.61% | 6.86% | 6.47% | NA | NA | 6.74% |
Data as of 07/11/2025, AR inception is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LINAX (BlackRock LifePath Idx 2030 Prt InvA Shs) | 06/01/2011 | 07/11/2025 |
| 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 (%) | 0.16 | 8.57 | 9.61 | 6.86 | 6.47 | NA | NA | 6.74 | 6.79 | 6.30 | 14.30 | -16.84 | 10.55 | 12.54 | 20.82 | -5.91 | 15.05 | 7.65 | -0.79 | 6.54 | 14.80 | 13.08 | -6.19 |
| Sharpe Ratio | NA | 0.55 | 0.61 | 0.45 | 0.45 | NA | NA | 0.50 | 0.93 | -0.04 | 1.15 | -1.23 | 1.31 | 0.59 | 2.66 | -0.73 | 3.12 | 0.73 | -0.08 | 0.94 | 1.86 | 1.44 | -0.48 |
| Standard Deviation(%) | NA | 9.79 | 10.22 | 10.34 | 11.28 | NA | NA | 11.25 | 11.23 | 7.80 | 8.78 | 14.92 | 8.05 | 20.85 | 7.29 | 9.94 | 4.64 | 10.19 | 10.69 | 6.92 | 7.93 | 9.15 | 21.72 |
| Draw Down(%) | NA | 8.43 | 13.55 | 23.28 | 24.19 | NA | NA | 24.19 | 8.39 | 5.53 | 8.78 | 22.50 | 3.60 | 24.19 | 3.65 | 12.75 | 1.43 | 7.78 | 10.00 | 5.26 | 6.22 | 7.81 | 15.48 |
| Yield(%) | 0.00 | 2.43 | 2.14 | 2.13 | 2.55 | 2.73 | 2.04 | 2.92 | 0.00 | 2.64 | 2.49 | 1.72 | 1.99 | 1.67 | 3.50 | 1.95 | 2.31 | 1.95 | 2.68 | 3.12 | 2.95 | 2.01 | 0.00 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| LINAX (BlackRock LifePath Idx 2030 Prt InvA Shs) |
-0.02%
Apr 2021 - Apr 2024 |
2.81%
Sep 2017 - Sep 2022 |
4.76%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LINAX (BlackRock LifePath Idx 2030 Prt InvA Shs) |
14.55%
Dec 2018 - Dec 2021 |
10.75%
Oct 2016 - Oct 2021 |
9.25%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart