Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIVIX (BlackRock LifePath Idx 2055 Prt Inst Shs) | 12.57% | 29.02% | 20.80% | 10.74% | 12.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIVIX (BlackRock LifePath Idx 2055 Prt Inst Shs) | 06/08/2011 | 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 (%) | 0.37 | 29.02 | 20.80 | 10.74 | 12.25 | NA | NA | … | … | 12.57 | 21.57 | 16.20 | 21.62 | -18.38 | 18.81 | 14.99 | 26.75 | -7.84 | 20.36 | 9.01 | -0.65 | 7.81 | 22.51 | 16.80 | -7.95 |
| Sharpe Ratio | NA | 2.18 | 1.27 | 0.53 | 0.64 | NA | NA | … | … | 1.97 | 1.12 | 1.07 | 1.42 | -0.89 | 1.51 | 0.46 | 2.30 | -0.65 | 3.10 | 0.63 | -0.05 | 0.78 | 2.04 | 1.25 | -0.43 |
| Standard Deviation(%) | NA | 12.54 | 14.13 | 15.82 | 16.80 | NA | NA | … | … | 15.36 | 16.76 | 11.81 | 12.73 | 22.30 | 12.45 | 32.25 | 10.97 | 14.13 | 6.37 | 14.02 | 14.38 | 10.01 | 11.00 | 13.51 | 31.66 |
| Draw Down(%) | NA | 9.44 | 16.58 | 26.41 | 34.44 | NA | NA | … | … | 9.44 | 16.58 | 7.83 | 11.30 | 26.35 | 5.41 | 34.44 | 6.21 | 17.30 | 1.80 | 11.01 | 12.74 | 7.83 | 7.50 | 11.86 | 21.96 |
| Yield(%) | 0.00 | 2.78 | 2.83 | 2.30 | 3.32 | 3.79 | 2.84 | … | … | 0.00 | 2.95 | 2.66 | 2.43 | 1.57 | 2.39 | 1.79 | 3.63 | 2.09 | 2.68 | 2.23 | 2.77 | 2.89 | 2.77 | 2.49 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIVIX (BlackRock LifePath Idx 2055 Prt Inst Shs) |
1.39%
Mar 2017 – Mar 2020 |
2.92%
Mar 2015 – Mar 2020 |
7.13%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIVIX (BlackRock LifePath Idx 2055 Prt Inst Shs) |
22.31%
Sep 2022 – Sep 2025 |
14.85%
Mar 2020 – Mar 2025 |
12.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart