Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPSDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND CLASS K) | 1.87% | 1.24% | 6.10% | 4.60% | 4.68% | 6.12% | NA | 4.68% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPSDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND CLASS K) | 06/03/2008 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 06/03/2008.
AR inception is since 06/03/2008.
| 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 (%) | -0.15 | 1.24 | 6.10 | 4.60 | 4.68 | 6.12 | NA | 4.68 | 1.87 | 3.90 | 15.61 | -16.10 | 0.01 | 5.28 | 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 | -0.41 | 0.14 | 0.16 | 0.23 | NA | NA | 0.22 | 0.17 | -0.26 | 1.18 | -1.12 | 0.00 | 0.25 | 1.26 | 0.16 | 3.44 | 0.85 | -0.16 | 0.81 | 1.75 | 1.43 | -0.01 | 0.75 | 0.96 | -1.19 |
| Standard Deviation(%) | NA | 12.37 | 12.17 | 12.37 | 12.82 | NA | NA | 15.18 | 14.46 | 10.27 | 9.71 | 15.65 | 12.18 | 20.18 | 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 | 14.71 | 14.71 | 28.61 | 28.86 | NA | NA | 46.50 | 9.47 | 9.06 | 9.09 | 22.44 | 8.02 | 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 | 0.95 | 1.79 | 2.83 | 5.18 | 6.34 | 4.05 | 5.06 | 0.00 | 1.00 | 3.81 | 1.35 | 5.20 | 1.94 | 7.52 | 11.50 | 13.97 | 3.01 | 8.71 | 13.91 | 8.77 | 5.33 | 3.30 | 1.07 | 0.00 | 0.00 |
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) |
-4.05%
Dec 2019 - Dec 2022 |
0.89%
Sep 2017 - Sep 2022 |
4.06%
Oct 2013 - Oct 2023 |
4.82%
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 |
8.63%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart