Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPSFX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K) | 8.12% | 11.55% | 14.04% | 11.49% | 9.21% | 9.82% | NA | 6.94% |
Data as of 07/07/2025, AR inception is 06/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPSFX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K) | 06/03/2008 | 07/07/2025 |
| 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 (%) | -0.27 | 11.55 | 14.04 | 11.49 | 9.21 | 9.82 | NA | 6.94 | 8.12 | 14.24 | 19.56 | -16.92 | 16.34 | 8.49 | 20.66 | 1.93 | 20.68 | 9.07 | -1.90 | 5.76 | 17.41 | 15.10 | -1.96 | 12.38 | 24.55 | -35.16 |
| Sharpe Ratio | NA | 0.66 | 0.77 | 0.66 | 0.50 | NA | NA | 0.33 | 0.84 | 0.97 | 1.28 | -0.92 | 1.46 | 0.31 | 1.29 | 0.03 | 3.61 | 0.68 | -0.15 | 0.68 | 1.86 | 1.34 | -0.09 | 0.70 | 0.92 | -1.11 |
| Standard Deviation(%) | NA | 15.33 | 14.54 | 14.58 | 15.70 | NA | NA | 18.18 | 18.05 | 10.90 | 12.58 | 20.04 | 11.20 | 26.25 | 14.90 | 16.56 | 5.58 | 12.99 | 13.23 | 8.46 | 9.33 | 11.32 | 21.82 | 17.44 | 26.60 | 47.96 |
| Draw Down(%) | NA | 13.41 | 15.22 | 24.76 | 34.98 | NA | NA | 51.58 | 13.41 | 6.62 | 10.40 | 24.71 | 4.71 | 34.98 | 10.58 | 16.29 | 1.54 | 10.66 | 12.39 | 6.63 | 6.91 | 9.60 | 18.57 | 14.24 | 26.24 | 48.02 |
| Yield(%) | 0.00 | 8.37 | 6.45 | 9.13 | 8.43 | 9.66 | 5.56 | 6.54 | 0.00 | 11.51 | 5.69 | 1.89 | 19.94 | 4.83 | 8.03 | 11.87 | 15.64 | 2.57 | 9.78 | 14.33 | 9.20 | 5.37 | 2.50 | 1.04 | 0.00 | 0.00 |
Data as of 07/07/2025, 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 |
|---|---|---|---|---|
| LPSFX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K) |
-0.49%
Aug 2008 - Aug 2011 |
2.93%
Mar 2015 - Mar 2020 |
6.05%
Mar 2010 - Mar 2020 |
6.63%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPSFX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K) |
22.20%
Feb 2009 - Feb 2012 |
18.05%
Feb 2009 - Feb 2014 |
12.25%
Feb 2009 - Feb 2019 |
11.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart