Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPSAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K) | 5.65% | 7.74% | 4.89% | 0.47% | 3.23% | 4.44% | NA | 3.56% |
Data as of 07/21/2025, AR inception is 06/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPSAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K) | 06/03/2008 | 07/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 7.74 | 4.89 | 0.47 | 3.23 | 4.44 | NA | 3.56 | 5.65 | 0.92 | 7.74 | -14.98 | -3.37 | 6.65 | 11.92 | 2.48 | 11.66 | 6.40 | -1.27 | -0.16 | 12.29 | 9.03 | 4.26 | 8.24 | 14.56 | -17.74 |
| Sharpe Ratio | NA | 0.51 | 0.21 | -0.15 | 0.19 | NA | NA | 0.29 | 0.75 | -0.64 | 0.34 | -1.35 | -0.34 | 0.48 | 1.34 | 0.13 | 3.75 | 1.11 | -0.24 | -0.03 | 1.69 | 1.91 | 0.48 | 1.09 | 1.29 | -1.52 |
| Standard Deviation(%) | NA | 8.56 | 10.14 | 10.10 | 9.23 | NA | NA | 9.21 | 9.66 | 8.90 | 10.28 | 12.12 | 9.88 | 13.30 | 7.84 | 9.10 | 2.96 | 5.60 | 5.51 | 6.50 | 7.25 | 4.75 | 8.72 | 7.48 | 11.20 | 19.12 |
| Draw Down(%) | NA | 7.39 | 11.47 | 26.71 | 26.71 | NA | NA | 27.00 | 7.39 | 5.45 | 7.85 | 20.19 | 8.16 | 18.89 | 6.25 | 8.64 | 1.18 | 3.59 | 6.68 | 6.09 | 5.13 | 3.52 | 6.63 | 5.96 | 12.07 | 26.39 |
| Yield(%) | 0.00 | 5.91 | 3.62 | 3.02 | 4.22 | 5.15 | 3.65 | 4.30 | 0.00 | 6.69 | 4.25 | 0.75 | 3.77 | 2.26 | 3.10 | 8.59 | 9.63 | 1.81 | 5.57 | 10.68 | 7.17 | 5.36 | 5.68 | 1.17 | 0.00 | 0.00 |
Data as of 07/21/2025, AR inception is 06/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPSAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K) |
-4.74%
Apr 2021 - Apr 2024 |
-0.53%
Sep 2017 - Sep 2022 |
2.33%
Sep 2012 - Sep 2022 |
3.68%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPSAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K) |
13.71%
Feb 2009 - Feb 2012 |
10.72%
Feb 2009 - Feb 2014 |
7.55%
Feb 2009 - Feb 2019 |
5.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart