Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPRDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INVESTOR A SHARES) | 7.27% | 11.06% | 9.96% | 4.58% | 5.15% | 6.16% | 4.95% | 4.85% |
Data as of 07/25/2025, AR inception is 03/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPRDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INVESTOR A SHARES) | 03/27/2002 | 07/25/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 11.06 | 9.96 | 4.58 | 5.15 | 6.16 | 4.95 | 4.85 | 7.27 | 3.57 | 14.98 | -16.48 | -1.09 | 9.92 | 21.72 | -5.61 | 10.77 | 8.43 | -2.25 | 4.99 | 13.45 | 12.75 | -0.87 | 11.54 | 25.50 | -31.20 | 2.38 | 14.84 | 7.08 | 10.18 | 21.96 | -17.59 |
| Sharpe Ratio | NA | 0.73 | 0.59 | 0.22 | 0.31 | NA | NA | 0.26 | 0.86 | -0.29 | 1.11 | -1.15 | -0.09 | 0.50 | 2.71 | -0.70 | 1.60 | 0.80 | -0.22 | 0.72 | 1.67 | 1.35 | -0.05 | 0.78 | 1.12 | -0.97 | -0.05 | 1.22 | 0.60 | 1.01 | 1.78 | -1.06 |
| Standard Deviation(%) | NA | 10.77 | 11.10 | 11.94 | 11.86 | NA | NA | 14.22 | 12.05 | 10.26 | 9.71 | 15.62 | 12.98 | 19.48 | 7.51 | 9.87 | 6.36 | 10.28 | 10.38 | 6.95 | 8.03 | 9.47 | 17.84 | 14.71 | 22.66 | 32.84 | 13.26 | 9.54 | 8.23 | 9.12 | 11.93 | 21.99 |
| Draw Down(%) | NA | 9.51 | 13.33 | 29.55 | 29.55 | NA | NA | 48.60 | 9.51 | 8.89 | 9.20 | 22.79 | 8.83 | 26.92 | 4.13 | 13.08 | 5.37 | 8.14 | 10.49 | 5.56 | 6.46 | 7.94 | 15.45 | 11.69 | 23.02 | 43.14 | 8.73 | 8.42 | 5.34 | 7.84 | 10.41 | 26.57 |
| Yield(%) | 0.00 | 6.21 | 3.90 | 3.59 | 5.15 | 6.18 | 5.09 | 4.99 | 0.00 | 7.65 | 3.51 | 1.21 | 4.91 | 1.54 | 7.34 | 11.50 | 9.31 | 2.62 | 8.34 | 13.56 | 8.37 | 4.79 | 2.77 | 1.57 | 3.02 | 1.94 | 6.77 | 4.93 | 3.93 | 4.72 | 0.00 | 0.90 |
Data as of 07/25/2025, AR inception is 03/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPRDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INVESTOR A SHARES) |
-12.80%
Feb 2006 - Feb 2009 |
-4.80%
Feb 2004 - Feb 2009 |
3.00%
Oct 2013 - Oct 2023 |
2.36%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPRDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INVESTOR A SHARES) |
21.03%
Feb 2009 - Feb 2012 |
16.37%
Feb 2009 - Feb 2014 |
10.31%
Feb 2009 - Feb 2019 |
8.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart