Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIRAX (BlackRock LfPth Idx Rtrmt Prt Inv A Shs) | 5.50% | 13.72% | 10.16% | 3.84% | 5.63% | 5.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIRAX (BlackRock LfPth Idx Rtrmt Prt Inv A 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 (%) | 0.13 | 13.72 | 10.16 | 3.84 | 5.63 | 5.34 | NA | … | … | 5.50 | 12.10 | 6.73 | 11.22 | -15.62 | 5.83 | 11.05 | 15.61 | -3.80 | 9.46 | 6.04 | -0.60 | 5.60 | 7.35 | 8.71 | -1.71 |
| Sharpe Ratio | NA | 2.11 | 1.06 | 0.18 | 0.54 | NA | NA | … | … | 1.65 | 1.33 | 0.50 | 1.02 | -1.49 | 1.05 | 0.85 | 3.27 | -0.89 | 2.83 | 1.02 | -0.11 | 1.41 | 1.46 | 1.87 | -0.28 |
| Standard Deviation(%) | NA | 5.55 | 6.85 | 7.83 | 7.53 | NA | NA | … | … | 6.86 | 6.94 | 6.22 | 7.44 | 11.45 | 5.54 | 12.70 | 4.32 | 5.87 | 3.13 | 5.73 | 5.66 | 3.94 | 5.00 | 4.66 | 10.38 |
| Draw Down(%) | NA | 4.29 | 7.64 | 21.24 | 21.24 | NA | NA | … | … | 4.29 | 6.01 | 3.39 | 7.64 | 20.14 | 2.89 | 15.51 | 1.61 | 7.92 | 1.20 | 3.56 | 6.29 | 2.93 | 4.90 | 3.31 | 6.99 |
| Yield(%) | 0.00 | 3.68 | 3.05 | 2.36 | 2.61 | 2.69 | 2.00 | … | … | 0.00 | 3.83 | 2.89 | 2.56 | 1.87 | 1.95 | 1.84 | 2.52 | 2.05 | 2.14 | 1.93 | 2.59 | 2.95 | 2.03 | 1.33 | 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 |
|---|---|---|---|---|
| LIRAX (BlackRock LfPth Idx Rtrmt Prt Inv A Shs) |
-1.35%
Oct 2020 – Oct 2023 |
1.53%
Sep 2017 – Sep 2022 |
3.11%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIRAX (BlackRock LfPth Idx Rtrmt Prt Inv A Shs) |
11.06%
Sep 2022 – Sep 2025 |
7.75%
Feb 2016 – Feb 2021 |
6.45%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart