Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPSGX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K) | 9.31% | 13.20% | 16.23% | 12.69% | 10.18% | 10.58% | NA | 8.20% |
Data as of 07/08/2025, AR inception is 07/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPSGX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K) | 07/01/2008 | 07/08/2025 |
| 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 (%) | -0.12 | 13.20 | 16.23 | 12.69 | 10.18 | 10.58 | NA | 8.20 | 9.31 | 16.55 | 22.57 | -18.49 | 18.41 | 9.72 | 19.87 | 2.00 | 21.88 | 9.49 | -2.14 | 6.02 | 20.19 | 16.50 | -3.43 | 13.77 | 30.89 | -32.27 |
| Sharpe Ratio | NA | 0.63 | 0.81 | 0.67 | 0.49 | NA | NA | 0.36 | 0.80 | 1.00 | 1.40 | -0.89 | 1.47 | 0.34 | 1.16 | 0.03 | 3.55 | 0.66 | -0.15 | 0.63 | 1.94 | 1.29 | -0.14 | 0.69 | 1.04 | -0.94 |
| Standard Deviation(%) | NA | 18.77 | 16.78 | 16.58 | 17.30 | NA | NA | 20.34 | 22.32 | 12.93 | 13.67 | 22.39 | 12.48 | 28.15 | 15.91 | 18.04 | 6.00 | 14.04 | 14.07 | 9.47 | 10.41 | 12.88 | 25.14 | 19.92 | 29.66 | 58.13 |
| Draw Down(%) | NA | 16.53 | 16.53 | 26.86 | 35.88 | NA | NA | 50.28 | 16.53 | 8.09 | 11.47 | 26.81 | 5.43 | 35.88 | 11.50 | 17.42 | 1.62 | 11.55 | 13.14 | 7.62 | 7.37 | 11.08 | 21.38 | 15.88 | 28.81 | 46.34 |
| Yield(%) | 0.00 | 9.67 | 6.51 | 8.40 | 8.00 | 9.44 | 5.87 | 6.90 | 0.00 | 12.77 | 3.71 | 2.09 | 17.36 | 2.75 | 7.48 | 12.61 | 7.00 | 2.42 | 8.58 | 14.54 | 8.39 | 4.57 | 4.25 | 2.89 | 5.39 | 0.68 |
Data as of 07/08/2025, AR inception is 07/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPSGX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K) |
0.20%
Aug 2008 - Aug 2011 |
2.81%
Mar 2015 - Mar 2020 |
6.31%
Mar 2010 - Mar 2020 |
7.23%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPSGX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K) |
25.47%
Feb 2009 - Feb 2012 |
20.51%
Feb 2009 - Feb 2014 |
13.55%
Feb 2009 - Feb 2019 |
12.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart