Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIPAX (BlackRock LifePath Idx 2050 Prt InvA Shs) | 11.42% | 27.20% | 19.59% | 10.04% | 11.70% | 10.12% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIPAX (BlackRock LifePath Idx 2050 Prt InvA Shs) | 06/01/2011 | 06/03/2026 |
| 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 (%) | 0.36 | 27.20 | 19.59 | 10.04 | 11.70 | 10.12 | NA | … | … | 11.42 | 21.52 | 12.92 | 21.00 | -18.68 | 18.20 | 14.63 | 26.40 | -8.11 | 20.10 | 8.76 | -0.95 | 7.28 | 20.95 | 16.01 | -9.50 |
| Sharpe Ratio | NA | 2.15 | 1.25 | 0.49 | 0.61 | NA | NA | … | … | 1.93 | 1.17 | 0.56 | 1.35 | -0.91 | 1.47 | 0.45 | 2.28 | -0.67 | 3.12 | 0.61 | -0.07 | 0.77 | 2.02 | 1.27 | -0.52 |
| Standard Deviation(%) | NA | 11.99 | 13.61 | 15.45 | 16.60 | NA | NA | … | … | 14.70 | 16.17 | 11.37 | 12.56 | 22.08 | 12.35 | 32.16 | 10.96 | 14.06 | 6.28 | 13.92 | 14.39 | 9.47 | 10.36 | 12.66 | 30.22 |
| Draw Down(%) | NA | 9.12 | 15.98 | 26.79 | 34.33 | NA | NA | … | … | 9.12 | 15.98 | 7.18 | 11.26 | 26.55 | 5.40 | 34.33 | 6.22 | 17.44 | 1.77 | 10.98 | 12.77 | 7.36 | 7.26 | 11.22 | 21.16 |
| Yield(%) | 0.00 | 2.82 | 2.71 | 2.13 | 3.08 | 3.44 | 2.56 | … | … | 0.00 | 2.98 | 2.46 | 2.21 | 1.28 | 2.06 | 1.54 | 3.77 | 1.88 | 2.47 | 2.02 | 2.78 | 2.80 | 3.30 | 1.96 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| LIPAX (BlackRock LifePath Idx 2050 Prt InvA Shs) |
1.14%
Mar 2017 – Mar 2020 |
2.64%
Mar 2015 – Mar 2020 |
6.75%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIPAX (BlackRock LifePath Idx 2050 Prt InvA Shs) |
21.44%
Sep 2022 – Sep 2025 |
14.32%
Mar 2020 – Mar 2025 |
12.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart