Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPJIX (BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES) | 7.06% | 10.63% | 10.27% | 7.10% | 6.94% | 7.69% | NA | 8.29% |
Data as of 08/01/2025, AR inception is 06/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPJIX (BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES) | 06/30/2010 | 08/01/2025 |
| 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 (%) | -1.30 | 10.63 | 10.27 | 7.10 | 6.94 | 7.69 | NA | 8.29 | 7.06 | 4.78 | 17.27 | -17.15 | 6.37 | 12.89 | 23.66 | -6.41 | 17.12 | 8.01 | -2.08 | 1.96 | 19.13 | 13.87 | -1.32 | 20.79 |
| Sharpe Ratio | NA | 0.59 | 0.55 | 0.40 | 0.42 | NA | NA | 0.56 | 0.67 | -0.16 | 1.23 | -1.05 | 0.55 | 0.56 | 2.58 | -0.69 | 3.16 | 0.67 | -0.18 | 0.23 | 2.08 | 1.35 | -0.07 | 3.21 |
| Standard Deviation(%) | NA | 12.58 | 12.46 | 12.96 | 13.16 | NA | NA | 13.02 | 14.13 | 11.30 | 10.66 | 17.77 | 11.65 | 22.51 | 8.63 | 11.19 | 5.24 | 11.71 | 11.89 | 8.41 | 9.18 | 10.33 | 20.22 | 14.02 |
| Draw Down(%) | NA | 11.38 | 14.35 | 28.51 | 29.86 | NA | NA | 29.86 | 11.38 | 9.48 | 9.70 | 24.01 | 6.09 | 29.86 | 5.01 | 14.69 | 2.61 | 9.46 | 11.57 | 6.67 | 6.74 | 8.91 | 17.09 | 5.52 |
| Yield(%) | 0.00 | 6.55 | 3.98 | 4.02 | 5.02 | 5.95 | 4.84 | 6.46 | 0.00 | 7.89 | 3.61 | 1.17 | 5.41 | 1.58 | 6.12 | 9.46 | 8.75 | 1.70 | 4.23 | 7.97 | 5.08 | 1.90 | 1.66 | 5.59 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| LPJIX (BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES) |
-0.56%
Apr 2021 - Apr 2024 |
2.28%
Sep 2017 - Sep 2022 |
4.78%
Oct 2013 - Oct 2023 |
7.84%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPJIX (BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES) |
14.09%
Oct 2018 - Oct 2021 |
12.08%
Feb 2016 - Feb 2021 |
9.74%
Sep 2011 - Sep 2021 |
7.84%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison Chart