Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) | 8.81% | 4.56% | 2.48% | 9.61% | 9.68% | 6.09% | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) | 07/06/2010 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 07/06/2010.
AR inception is since 07/06/2010.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 2.48 | 9.61 | 9.68 | 6.09 | NA | NA | 8.81 | 4.56 | 7.93 | 20.94 | -20.49 | 10.73 | 13.28 | 25.24 | -9.41 | 18.43 | 7.73 | -3.47 | 1.08 | 24.12 | 15.28 | -5.00 | 24.86 |
| Sharpe Ratio | NA | -0.17 | 0.26 | 0.43 | 0.26 | NA | NA | 0.43 | 0.38 | 0.09 | 1.23 | -0.97 | 0.78 | 0.47 | 2.29 | -0.79 | 2.85 | 0.54 | -0.25 | 0.10 | 2.10 | 1.14 | -0.19 | 3.25 |
| Standard Deviation(%) | NA | 20.21 | 18.16 | 17.61 | 16.70 | NA | NA | 16.57 | 25.94 | 14.68 | 13.70 | 22.64 | 13.78 | 27.58 | 10.40 | 13.58 | 6.27 | 13.96 | 14.07 | 10.55 | 11.49 | 13.46 | 25.87 | 17.36 |
| Draw Down(%) | NA | 22.24 | 22.24 | 32.17 | 34.42 | NA | NA | 34.42 | 17.28 | 10.88 | 11.71 | 28.37 | 5.66 | 34.42 | 6.31 | 18.51 | 3.34 | 11.65 | 13.59 | 8.38 | 7.78 | 12.68 | 22.45 | 6.99 |
| Yield(%) | 0.00 | 0.73 | 1.15 | 2.66 | 3.59 | 5.32 | 3.99 | 5.70 | 0.00 | 0.81 | 2.50 | 0.72 | 6.32 | 0.31 | 4.91 | 7.92 | 8.33 | 1.03 | 2.72 | 7.13 | 4.87 | 0.95 | 1.49 | 6.77 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) |
-0.62%
Sep 2019 - Sep 2022 |
1.16%
Mar 2015 - Mar 2020 |
4.71%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) |
16.25%
Dec 2018 - Dec 2021 |
12.76%
Oct 2016 - Oct 2021 |
10.26%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart