Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPRKX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS R SHARES) | 7.98% | 5.17% | 10.61% | 5.69% | 5.73% | 7.10% | NA | 6.43% |
Data as of 07/11/2025, AR inception is 05/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPRKX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS R SHARES) | 05/03/2010 | 07/11/2025 |
| 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 (%) | 0.22 | 5.17 | 10.61 | 5.69 | 5.73 | 7.10 | NA | 6.43 | 7.98 | 6.67 | 16.92 | -18.14 | 1.68 | 9.85 | 25.10 | -7.84 | 20.16 | 7.93 | -2.67 | 4.82 | 16.39 | 14.21 | -2.87 | 5.03 |
| Sharpe Ratio | NA | 0.27 | 0.50 | 0.25 | 0.29 | NA | NA | 0.37 | 0.81 | 0.01 | 1.04 | -0.98 | 0.11 | 0.37 | 2.44 | -0.74 | 3.54 | 0.59 | -0.20 | 0.57 | 1.76 | 1.26 | -0.13 | 0.40 |
| Standard Deviation(%) | NA | 15.65 | 14.62 | 15.32 | 15.18 | NA | NA | 14.89 | 17.70 | 11.78 | 12.26 | 20.00 | 15.14 | 25.70 | 9.71 | 12.49 | 5.55 | 13.04 | 13.20 | 8.47 | 9.31 | 11.33 | 21.81 | 18.99 |
| Draw Down(%) | NA | 16.89 | 16.89 | 32.38 | 33.18 | NA | NA | 33.18 | 13.50 | 8.06 | 10.57 | 25.70 | 9.30 | 33.18 | 5.83 | 16.78 | 1.56 | 10.71 | 12.68 | 6.73 | 6.98 | 9.72 | 18.92 | 13.03 |
| Yield(%) | 0.00 | 3.51 | 2.87 | 3.43 | 5.48 | 6.83 | 4.67 | 6.22 | 0.00 | 4.60 | 3.41 | 1.02 | 6.49 | 0.98 | 7.51 | 11.38 | 15.15 | 1.76 | 9.07 | 13.54 | 8.32 | 4.62 | 1.72 | 0.00 |
Data as of 07/11/2025, AR inception is 05/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPRKX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS R SHARES) |
-3.33%
Sep 2019 - Sep 2022 |
0.41%
Sep 2017 - Sep 2022 |
4.11%
Oct 2013 - Oct 2023 |
7.41%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPRKX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS R SHARES) |
13.09%
Sep 2011 - Sep 2014 |
12.29%
Feb 2016 - Feb 2021 |
9.52%
Sep 2011 - Sep 2021 |
7.41%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart