Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPSDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND CLASS K) | 6.97% | 8.84% | 11.22% | 8.34% | 7.49% | 8.26% | NA | 5.96% |
Data as of 07/11/2025, AR inception is 06/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPSDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND CLASS K) | 06/03/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 8.84 | 11.22 | 8.34 | 7.49 | 8.26 | NA | 5.96 | 6.97 | 10.62 | 15.61 | -15.64 | 11.70 | 7.91 | 17.57 | 3.52 | 16.18 | 9.04 | -1.65 | 5.66 | 14.05 | 13.43 | -0.20 | 11.12 | 21.91 | -31.38 |
| Sharpe Ratio | NA | 0.51 | 0.70 | 0.55 | 0.50 | NA | NA | 0.34 | 0.84 | 0.83 | 1.24 | -1.09 | 1.36 | 0.38 | 1.26 | 0.15 | 3.43 | 0.85 | -0.16 | 0.81 | 1.75 | 1.43 | -0.01 | 0.75 | 0.96 | -1.19 |
| Standard Deviation(%) | NA | 11.15 | 11.20 | 11.18 | 12.39 | NA | NA | 14.92 | 12.84 | 8.46 | 9.71 | 15.66 | 8.58 | 20.15 | 12.80 | 14.14 | 4.55 | 10.33 | 10.43 | 6.94 | 8.02 | 9.43 | 18.14 | 14.75 | 22.64 | 40.70 |
| Draw Down(%) | NA | 9.47 | 13.24 | 22.32 | 28.86 | NA | NA | 46.50 | 9.47 | 4.53 | 9.09 | 22.01 | 3.79 | 28.86 | 9.55 | 12.86 | 1.32 | 8.11 | 10.29 | 5.52 | 6.43 | 7.90 | 15.26 | 12.28 | 22.95 | 43.65 |
| Yield(%) | 0.00 | 6.22 | 4.32 | 6.80 | 7.15 | 8.15 | 4.97 | 5.85 | 0.00 | 7.75 | 3.81 | 1.81 | 16.42 | 4.43 | 7.52 | 11.50 | 13.97 | 3.01 | 8.71 | 13.91 | 8.77 | 5.33 | 3.30 | 1.07 | 0.00 | 0.00 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| LPSDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND CLASS K) |
0.38%
Aug 2008 - Aug 2011 |
3.33%
Mar 2015 - Mar 2020 |
5.53%
Oct 2013 - Oct 2023 |
5.81%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPSDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND CLASS K) |
19.95%
Feb 2009 - Feb 2012 |
16.03%
Feb 2009 - Feb 2014 |
10.90%
Feb 2009 - Feb 2019 |
9.66%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart