Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPSAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K) | 6.01% | 14.02% | 11.32% | 2.71% | 5.24% | 5.12% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPSAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K) | 06/03/2008 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 14.02 | 11.32 | 2.71 | 5.24 | 5.12 | NA | … | … | 6.01 | 12.23 | 8.70 | 12.62 | -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 | 1.80 | 0.90 | 0.03 | 0.39 | NA | NA | … | … | 1.54 | 1.13 | 0.73 | 0.75 | -1.36 | -0.34 | 0.48 | 1.33 | 0.12 | 3.74 | 1.10 | -0.24 | -0.03 | 1.69 | 1.91 | 0.48 | 1.09 | 1.29 | -1.53 |
| Standard Deviation(%) | NA | 6.70 | 9.37 | 10.12 | 9.37 | NA | NA | … | … | 8.17 | 8.30 | 6.94 | 11.98 | 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 | 4.72 | 7.85 | 26.71 | 26.71 | NA | NA | … | … | 4.72 | 7.39 | 3.47 | 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 | 5.24 | 8.12 | 4.68 | 5.20 | 5.35 | 4.25 | … | … | 0.00 | 5.47 | 11.31 | 8.91 | 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 06/04/2026, Common starting date 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) |
-4.43%
Sep 2019 – Sep 2022 |
-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 |
5.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
