Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIZAX (BlackRock LifePath Index 2060 Fund Inves) | 12.52% | 28.89% | 20.60% | 10.49% | 12.03% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIZAX (BlackRock LifePath Index 2060 Fund Inves) | 03/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 28.89 | 20.60 | 10.49 | 12.03 | NA | NA | … | … | 12.52 | 21.36 | 15.95 | 21.32 | -18.58 | 18.50 | 14.72 | 26.47 | -8.04 | 21.06 | 12.53 |
| Sharpe Ratio | NA | 2.15 | 1.25 | 0.51 | 0.62 | NA | NA | … | … | 1.94 | 1.10 | 1.04 | 1.40 | -0.90 | 1.49 | 0.45 | 2.29 | -0.67 | 3.28 | 1.22 |
| Standard Deviation(%) | NA | 12.67 | 14.22 | 15.89 | 16.82 | NA | NA | … | … | 15.53 | 16.89 | 11.84 | 12.76 | 22.35 | 12.44 | 32.19 | 10.92 | 14.20 | 6.25 | 12.18 |
| Draw Down(%) | NA | 9.53 | 16.70 | 26.61 | 34.41 | NA | NA | … | … | 9.53 | 16.70 | 7.87 | 11.37 | 26.50 | 5.43 | 34.41 | 6.18 | 17.43 | 1.88 | 6.55 |
| Yield(%) | 0.00 | 2.15 | 2.24 | 1.85 | 2.70 | 1.96 | 1.47 | … | … | 0.00 | 2.29 | 1.95 | 2.14 | 1.23 | 2.03 | 1.49 | 2.83 | 1.77 | 2.18 | 1.64 |
Data as of 06/04/2026, Common starting date is 03/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIZAX (BlackRock LifePath Index 2060 Fund Inves) |
1.12%
Mar 2017 – Mar 2020 |
4.32%
Sep 2017 – Sep 2022 |
11.69%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIZAX (BlackRock LifePath Index 2060 Fund Inves) |
22.04%
Sep 2022 – Sep 2025 |
14.56%
Mar 2020 – Mar 2025 |
12.11%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart