Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIPIX (BlackRock LifePath Idx 2050 Prt Inst Shs) | 11.98% | 27.69% | 20.05% | 10.29% | 12.01% | 10.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIPIX (BlackRock LifePath Idx 2050 Prt Inst Shs) | 06/01/2011 | 06/04/2026 |
| 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 (%) | 0.33 | 27.69 | 20.05 | 10.29 | 12.01 | 10.52 | NA | … | … | 11.98 | 20.70 | 15.61 | 21.25 | -18.33 | 18.68 | 14.94 | 26.71 | -7.87 | 20.34 | 9.02 | -0.72 | 7.60 | 21.16 | 16.36 | -9.50 |
| Sharpe Ratio | NA | 2.17 | 1.26 | 0.51 | 0.63 | NA | NA | … | … | 1.95 | 1.11 | 1.05 | 1.41 | -0.90 | 1.52 | 0.46 | 2.31 | -0.66 | 3.15 | 0.63 | -0.05 | 0.80 | 2.02 | 1.29 | -0.52 |
| Standard Deviation(%) | NA | 12.01 | 13.66 | 15.49 | 16.60 | NA | NA | … | … | 14.72 | 16.09 | 11.47 | 12.57 | 22.10 | 12.31 | 32.09 | 10.95 | 14.09 | 6.28 | 13.96 | 14.36 | 9.48 | 10.43 | 12.74 | 30.25 |
| Draw Down(%) | NA | 9.09 | 15.98 | 26.39 | 34.29 | NA | NA | … | … | 9.09 | 15.98 | 7.49 | 11.21 | 26.27 | 5.36 | 34.29 | 6.21 | 17.25 | 1.83 | 10.96 | 12.69 | 7.38 | 7.25 | 11.12 | 21.16 |
| Yield(%) | 0.00 | 3.08 | 3.01 | 2.43 | 3.47 | 3.91 | 2.88 | … | … | 0.00 | 3.27 | 2.79 | 2.49 | 1.62 | 2.52 | 1.81 | 4.04 | 2.12 | 2.73 | 2.19 | 3.01 | 3.04 | 3.50 | 2.19 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LIPIX (BlackRock LifePath Idx 2050 Prt Inst Shs) |
1.39%
Mar 2017 – Mar 2020 |
2.88%
Mar 2015 – Mar 2020 |
7.04%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIPIX (BlackRock LifePath Idx 2050 Prt Inst Shs) |
21.75%
Sep 2022 – Sep 2025 |
14.68%
Mar 2020 – Mar 2025 |
12.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart