Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPBRX (BLACKROCK LIFEPATH DYNAMIC 2025 FUND CLASS R SHARES) | NA | 14.09% | 0.18% | 3.63% | 4.62% | NA | NA | 6.10% |
Data as of 12/06/2024, AR inception is 06/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPBRX (BLACKROCK LIFEPATH DYNAMIC 2025 FUND CLASS R SHARES) | 06/30/2010 | 12/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.09 | 0.18 | 3.63 | 4.62 | NA | NA | 6.10 | 10.00 | 12.57 | -15.97 | 1.19 | 11.27 | 19.01 | -5.10 | 14.57 | 6.41 | -2.36 | 2.12 | 13.99 | 11.45 | -0.01 | 12.10 |
| Sharpe Ratio | NA | 1.04 | -0.37 | 0.10 | 0.31 | NA | NA | 0.48 | 0.58 | 0.97 | -1.30 | 0.13 | 0.68 | 2.80 | -0.77 | 3.69 | 0.72 | -0.27 | 0.32 | 1.85 | 1.38 | 0.00 | 1.93 |
| Standard Deviation(%) | NA | 7.16 | 10.43 | 11.28 | 9.58 | NA | NA | 9.96 | 6.71 | 8.64 | 13.37 | 9.01 | 16.06 | 6.29 | 8.35 | 3.79 | 8.66 | 8.78 | 6.56 | 7.56 | 8.30 | 16.27 | 13.05 |
| Draw Down(%) | NA | 3.59 | 25.28 | 25.77 | 25.77 | NA | NA | 25.77 | 3.59 | 8.35 | 21.35 | 5.61 | 23.04 | 3.17 | 11.31 | 1.30 | 6.73 | 9.49 | 4.94 | 6.20 | 7.07 | 13.73 | 4.47 |
| Yield(%) | 0.00 | 6.39 | 3.36 | 3.45 | 4.36 | 4.57 | 3.43 | 4.89 | 4.52 | 3.67 | 0.78 | 3.49 | 1.42 | 5.34 | 8.44 | 8.03 | 1.08 | 3.55 | 7.12 | 3.62 | 1.48 | 1.07 | 0.00 |
Data as of 12/06/2024, AR inception is 06/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPBRX (BLACKROCK LIFEPATH DYNAMIC 2025 FUND CLASS R SHARES) |
-2.63%
Apr 2021 - Apr 2024 |
0.91%
Sep 2017 - Sep 2022 |
3.21%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPBRX (BLACKROCK LIFEPATH DYNAMIC 2025 FUND CLASS R SHARES) |
10.74%
Oct 2018 - Oct 2021 |
9.74%
Feb 2016 - Feb 2021 |
7.68%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart