Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIWIX (BlackRock LifePath Index 2065 Fund Institutional Shares) | 11.21% | 14.69% | 15.45% | 12.36% | NA | NA | NA | 13.27% |
Data as of 07/21/2025, AR inception is 10/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIWIX (BlackRock LifePath Index 2065 Fund Institutional Shares) | 10/31/2019 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 14.69 | 15.45 | 12.36 | NA | NA | NA | 13.27 | 11.21 | 16.25 | 21.59 | -18.31 | 18.74 | 15.43 | 5.93 |
| Sharpe Ratio | NA | 0.66 | 0.85 | 0.65 | NA | NA | NA | 0.50 | 0.87 | 1.08 | 1.42 | -0.89 | 1.51 | 0.49 | 6.35 |
| Standard Deviation(%) | NA | 17.64 | 15.87 | 16.02 | NA | NA | NA | 19.37 | 20.79 | 11.67 | 12.78 | 22.24 | 12.39 | 30.84 | 6.51 |
| Draw Down(%) | NA | 16.68 | 16.68 | 26.44 | NA | NA | NA | 33.02 | 16.68 | 6.68 | 11.29 | 26.33 | 5.44 | 33.02 | 1.75 |
| Yield(%) | 0.00 | 1.88 | 1.83 | 2.09 | 1.23 | 0.82 | 0.62 | 2.47 | 0.00 | 2.13 | 2.36 | 1.40 | 2.09 | 1.45 | 0.92 |
Data as of 07/21/2025, AR inception is 10/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIWIX (BlackRock LifePath Index 2065 Fund Institutional Shares) |
3.53%
Apr 2021 - Apr 2024 |
9.62%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIWIX (BlackRock LifePath Index 2065 Fund Institutional Shares) |
16.49%
Jun 2022 - Jun 2025 |
14.67%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart