Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPJIX (BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES) | 1.22% | 1.19% | 6.51% | 6.77% | 5.42% | NA | NA | 7.97% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPJIX (BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES) | 06/30/2010 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 06/30/2010.
AR inception is since 06/30/2010.
| 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 (%) | 0.70 | 1.19 | 6.51 | 6.77 | 5.42 | NA | NA | 7.97 | 1.22 | 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 | -0.30 | 0.05 | 0.33 | 0.28 | NA | NA | 0.48 | -0.08 | -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 | 14.17 | 13.86 | 13.61 | 13.32 | NA | NA | 13.18 | 17.60 | 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 | 16.69 | 16.69 | 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 | 0.76 | 1.63 | 2.87 | 4.21 | 5.76 | 4.32 | 6.17 | 0.00 | 0.80 | 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 |
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 |
0.00%
NA |
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 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart