Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPREX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INVESTOR A SHARES) | 9.54% | 21.44% | 16.81% | 8.40% | 10.03% | 8.55% | 6.87% | … | … |
Data as of 06/03/2026, Common starting date is 03/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPREX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INVESTOR A SHARES) | 03/27/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.35 | 21.44 | 16.81 | 8.40 | 10.03 | 8.55 | 6.87 | … | … | 9.54 | 16.66 | 13.45 | 19.16 | -17.33 | 15.81 | 13.73 | 25.30 | -7.54 | 13.72 | 8.52 | -2.61 | 5.13 | 16.70 | 14.43 | -2.65 | 12.40 | 27.85 | -35.56 | 1.77 | 16.64 | 7.68 | 10.83 | 26.08 | -18.97 |
| Sharpe Ratio | NA | 1.87 | 1.11 | 0.41 | 0.57 | NA | NA | … | … | 1.76 | 0.99 | 0.89 | 1.22 | -0.93 | 1.42 | 0.50 | 2.46 | -0.72 | 1.67 | 0.64 | -0.20 | 0.60 | 1.78 | 1.28 | -0.12 | 0.71 | 1.05 | -0.94 | -0.09 | 1.23 | 0.58 | 0.95 | 1.88 | -1.01 |
| Standard Deviation(%) | NA | 10.65 | 12.71 | 14.30 | 14.78 | NA | NA | … | … | 12.96 | 13.91 | 10.99 | 12.84 | 20.33 | 11.11 | 26.65 | 9.68 | 12.43 | 7.84 | 13.03 | 13.24 | 8.46 | 9.36 | 11.29 | 21.47 | 17.44 | 26.49 | 38.71 | 15.48 | 10.79 | 9.33 | 10.41 | 13.48 | 24.76 |
| Draw Down(%) | NA | 7.61 | 13.46 | 25.13 | 33.14 | NA | NA | … | … | 7.61 | 13.46 | 6.57 | 10.49 | 24.97 | 4.77 | 33.14 | 5.87 | 16.55 | 6.77 | 10.66 | 12.66 | 6.73 | 6.95 | 9.73 | 18.79 | 14.00 | 26.32 | 47.78 | 10.15 | 9.71 | 6.07 | 8.68 | 11.54 | 28.88 |
| Yield(%) | 0.00 | 7.45 | 9.02 | 8.27 | 8.77 | 7.87 | 6.35 | … | … | 0.00 | 7.84 | 12.99 | 6.09 | 1.99 | 22.03 | 4.94 | 8.43 | 12.60 | 10.58 | 2.29 | 9.88 | 14.49 | 9.11 | 5.01 | 2.03 | 1.52 | 2.78 | 1.58 | 4.78 | 1.71 | 1.24 | 0.55 | 0.00 | 0.68 |
Data as of 06/03/2026, Common starting date is 03/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPREX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INVESTOR A SHARES) |
-15.32%
Feb 2006 – Feb 2009 |
-6.18%
Feb 2004 – Feb 2009 |
2.90%
Feb 2006 – Feb 2016 |
3.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPREX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INVESTOR A SHARES) |
23.00%
Feb 2009 – Feb 2012 |
18.22%
Feb 2009 – Feb 2014 |
11.43%
Feb 2009 – Feb 2019 |
10.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart