Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRIAX (BlackRock Retirement Income 2030 Fund Investor A) | 3.19% | 9.69% | 9.41% | 3.86% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRIAX (BlackRock Retirement Income 2030 Fund Investor A) | 08/03/2020 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 9.69 | 9.41 | 3.86 | NA | NA | NA | … | … | 3.19 | 11.34 | 6.80 | 10.84 | -12.43 | 6.74 | 6.64 |
| Sharpe Ratio | NA | 1.18 | 0.99 | 0.19 | NA | NA | NA | … | … | 0.52 | 1.34 | 0.62 | 1.14 | -1.62 | 1.55 | 3.30 |
| Standard Deviation(%) | NA | 5.74 | 6.10 | 6.52 | NA | NA | NA | … | … | 7.06 | 6.33 | 5.15 | 6.33 | 8.57 | 4.32 | 5.04 |
| Draw Down(%) | NA | 5.14 | 6.05 | 16.74 | NA | NA | NA | … | … | 5.14 | 5.72 | 3.15 | 6.05 | 16.63 | 2.60 | 2.59 |
| Yield(%) | 0.00 | 8.51 | 8.42 | 6.55 | 4.07 | 2.71 | 2.03 | … | … | 3.50 | 8.60 | 8.47 | 7.74 | 6.09 | 7.07 | 2.98 |
Data as of 06/11/2026, Common starting date is 08/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRIAX (BlackRock Retirement Income 2030 Fund Investor A) |
0.01%
Apr 2021 – Apr 2024 |
3.80%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRIAX (BlackRock Retirement Income 2030 Fund Investor A) |
10.65%
Sep 2022 – Sep 2025 |
5.39%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart