Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPHIX (BLACKROCK LIFEPATH DYNAMIC 2045 FUND INSTITUTIONAL SHARES) | 9.64% | 14.32% | 15.65% | 10.63% | 8.53% | 9.70% | NA | 9.71% |
Data as of 07/03/2025, AR inception is 06/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPHIX (BLACKROCK LIFEPATH DYNAMIC 2045 FUND INSTITUTIONAL SHARES) | 06/30/2010 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 14.32 | 15.65 | 10.63 | 8.53 | 9.70 | NA | 9.71 | 9.64 | 6.04 | 20.99 | -18.56 | 10.86 | 13.08 | 26.37 | -8.18 | 19.74 | 8.77 | -2.36 | 1.97 | 22.62 | 15.36 | -2.46 | 23.93 |
| Sharpe Ratio | NA | 0.65 | 0.77 | 0.56 | 0.44 | NA | NA | 0.56 | 0.85 | -0.04 | 1.31 | -0.92 | 0.80 | 0.47 | 2.39 | -0.72 | 3.20 | 0.62 | -0.17 | 0.20 | 2.17 | 1.29 | -0.11 | 3.24 |
| Standard Deviation(%) | NA | 17.10 | 15.73 | 16.03 | 15.96 | NA | NA | 15.59 | 20.09 | 14.26 | 12.89 | 21.86 | 13.57 | 27.12 | 10.44 | 13.21 | 6.00 | 13.75 | 13.90 | 9.64 | 10.43 | 12.01 | 23.60 | 16.18 |
| Draw Down(%) | NA | 15.23 | 15.92 | 30.75 | 34.35 | NA | NA | 34.35 | 15.23 | 11.53 | 10.87 | 26.69 | 5.96 | 34.35 | 6.38 | 17.42 | 2.80 | 11.30 | 13.05 | 7.52 | 7.23 | 10.48 | 20.19 | 6.47 |
| Yield(%) | 0.00 | 8.38 | 5.20 | 5.19 | 5.71 | 7.43 | 5.58 | 7.44 | 0.00 | 10.10 | 3.68 | 1.21 | 6.83 | 1.42 | 6.20 | 9.35 | 9.60 | 1.86 | 4.47 | 8.01 | 5.32 | 1.93 | 1.51 | 6.93 |
Data as of 07/03/2025, 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 |
|---|---|---|---|---|
| LPHIX (BLACKROCK LIFEPATH DYNAMIC 2045 FUND INSTITUTIONAL SHARES) |
0.17%
Sep 2019 - Sep 2022 |
2.20%
Mar 2015 - Mar 2020 |
5.64%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPHIX (BLACKROCK LIFEPATH DYNAMIC 2045 FUND INSTITUTIONAL SHARES) |
16.58%
Dec 2018 - Dec 2021 |
13.64%
Oct 2016 - Oct 2021 |
10.90%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart