Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIZKX (BlackRock LifePath Index 2060 Fund Class) | 10.94% | 15.98% | 16.88% | 12.83% | NA | NA | NA | 12.17% |
Data as of 07/03/2025, AR inception is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIZKX (BlackRock LifePath Index 2060 Fund Class) | 03/01/2016 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.96 | 15.98 | 16.88 | 12.83 | NA | NA | NA | 12.17 | 10.94 | 16.31 | 21.68 | -18.33 | 18.80 | 15.07 | 26.92 | -7.84 | 21.52 | 12.84 |
| Sharpe Ratio | NA | 0.69 | 0.76 | 0.72 | NA | NA | NA | 0.59 | 0.78 | 1.08 | 1.42 | -0.89 | 1.51 | 0.46 | 2.32 | -0.65 | 3.35 | 1.26 |
| Standard Deviation(%) | NA | 17.82 | 16.01 | 16.14 | NA | NA | NA | 17.05 | 21.83 | 11.78 | 12.79 | 22.30 | 12.39 | 32.26 | 10.96 | 14.22 | 6.26 | 12.10 |
| Draw Down(%) | NA | 16.66 | 16.66 | 26.40 | NA | NA | NA | 34.39 | 16.66 | 7.84 | 11.27 | 26.31 | 5.44 | 34.39 | 6.17 | 17.17 | 1.95 | 6.54 |
| Yield(%) | 0.00 | 2.09 | 2.04 | 2.33 | 2.85 | 1.90 | 1.43 | 3.17 | 0.00 | 2.35 | 2.45 | 1.49 | 2.36 | 1.76 | 3.13 | 2.04 | 2.46 | 1.85 |
Data as of 07/03/2025, AR inception is 03/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIZKX (BlackRock LifePath Index 2060 Fund Class) |
1.44%
Mar 2017 - Mar 2020 |
4.62%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIZKX (BlackRock LifePath Index 2060 Fund Class) |
20.16%
Dec 2018 - Dec 2021 |
14.91%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart