Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPHAX (BLACKROCK LIFEPATH DYNAMIC 2045 FUND INVESTOR A SHARES) | 8.44% | 11.61% | 15.36% | 9.69% | 7.92% | 9.11% | NA | 9.38% |
Data as of 07/18/2025, AR inception is 06/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPHAX (BLACKROCK LIFEPATH DYNAMIC 2045 FUND INVESTOR A SHARES) | 06/30/2010 | 07/18/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 11.61 | 15.36 | 9.69 | 7.92 | 9.11 | NA | 9.38 | 8.44 | 5.89 | 20.72 | -18.77 | 10.58 | 12.80 | 26.05 | -8.44 | 19.58 | 8.48 | -2.61 | 1.77 | 22.21 | 15.04 | -2.62 | 23.86 |
| Sharpe Ratio | NA | 0.50 | 0.77 | 0.49 | 0.41 | NA | NA | 0.54 | 0.68 | -0.05 | 1.29 | -0.93 | 0.75 | 0.46 | 2.37 | -0.74 | 3.15 | 0.60 | -0.19 | 0.18 | 2.14 | 1.25 | -0.11 | 3.25 |
| Standard Deviation(%) | NA | 16.96 | 15.67 | 16.07 | 15.99 | NA | NA | 15.59 | 19.36 | 14.25 | 12.90 | 21.80 | 14.05 | 27.18 | 10.39 | 13.19 | 6.03 | 13.77 | 13.89 | 9.60 | 10.36 | 12.06 | 23.57 | 16.09 |
| Draw Down(%) | NA | 15.28 | 15.92 | 30.87 | 34.38 | NA | NA | 34.38 | 15.28 | 11.42 | 10.92 | 26.80 | 5.99 | 34.38 | 6.33 | 17.58 | 2.80 | 11.31 | 13.19 | 7.46 | 7.17 | 10.56 | 20.23 | 6.47 |
| Yield(%) | 0.00 | 8.19 | 5.11 | 4.91 | 5.38 | 6.89 | 5.36 | 7.15 | 0.00 | 10.00 | 3.42 | 1.12 | 6.66 | 1.16 | 5.94 | 9.21 | 9.35 | 1.65 | 4.22 | 7.80 | 5.12 | 1.64 | 1.27 | 6.86 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| LPHAX (BLACKROCK LIFEPATH DYNAMIC 2045 FUND INVESTOR A SHARES) |
-0.09%
Sep 2019 - Sep 2022 |
1.97%
Mar 2015 - Mar 2020 |
5.39%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPHAX (BLACKROCK LIFEPATH DYNAMIC 2045 FUND INVESTOR A SHARES) |
16.28%
Dec 2018 - Dec 2021 |
13.36%
Oct 2016 - Oct 2021 |
10.63%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart