Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEEIX (BlackRock LifePath ESG Index 2055 Fund Institutional) | 8.13% | 22.00% | 18.04% | 9.39% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEEIX (BlackRock LifePath ESG Index 2055 Fund Institutional) | 08/19/2020 | 06/10/2026 |
| 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 (%) | -3.47 | 22.00 | 18.04 | 9.39 | NA | NA | NA | … | … | 8.13 | 20.77 | 15.70 | 21.13 | -18.58 | 19.91 | 14.32 |
| Sharpe Ratio | NA | 1.73 | 1.11 | 0.45 | NA | NA | NA | … | … | 1.29 | 1.08 | 1.01 | 1.36 | -0.89 | 1.59 | 2.71 |
| Standard Deviation(%) | NA | 12.77 | 14.20 | 15.99 | NA | NA | NA | … | … | 15.55 | 16.65 | 11.95 | 12.98 | 22.60 | 12.48 | 16.14 |
| Draw Down(%) | NA | 9.52 | 16.40 | 27.28 | NA | NA | NA | … | … | 9.52 | 16.40 | 7.82 | 11.49 | 27.01 | 5.70 | 7.25 |
| Yield(%) | 0.00 | 1.75 | 2.36 | 2.20 | 1.53 | 1.02 | 0.76 | … | … | 0.00 | 1.87 | 2.63 | 2.49 | 1.62 | 3.19 | 1.03 |
Data as of 06/10/2026, Common starting date is 08/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEEIX (BlackRock LifePath ESG Index 2055 Fund Institutional) |
3.37%
Apr 2021 – Apr 2024 |
8.92%
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 |
|---|---|---|---|---|
| LEEIX (BlackRock LifePath ESG Index 2055 Fund Institutional) |
21.97%
Sep 2022 – Sep 2025 |
14.10%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
