Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LERIX (BlackRock LifePath ESG Index Retirement Fund Institutional) | 4.10% | 12.44% | 9.69% | 4.02% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LERIX (BlackRock LifePath ESG Index Retirement Fund Institutional) | 08/19/2020 | 06/08/2026 |
| 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 (%) | -1.35 | 12.44 | 9.69 | 4.02 | NA | NA | NA | … | … | 4.10 | 12.34 | 6.80 | 11.82 | -15.41 | 7.59 | 6.17 |
| Sharpe Ratio | NA | 1.53 | 0.90 | 0.18 | NA | NA | NA | … | … | 0.87 | 1.27 | 0.48 | 1.11 | -1.45 | 1.36 | 2.62 |
| Standard Deviation(%) | NA | 6.36 | 7.30 | 8.15 | NA | NA | NA | … | … | 7.88 | 7.48 | 6.64 | 7.45 | 11.67 | 5.56 | 6.71 |
| Draw Down(%) | NA | 5.01 | 7.58 | 20.57 | NA | NA | NA | … | … | 5.01 | 6.46 | 3.56 | 7.58 | 20.25 | 2.71 | 3.61 |
| Yield(%) | 0.00 | 2.58 | 2.87 | 2.51 | 1.47 | 0.98 | 0.73 | … | … | 0.00 | 2.69 | 3.22 | 2.85 | 1.98 | 3.09 | 0.75 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| LERIX (BlackRock LifePath ESG Index Retirement Fund Institutional) |
-0.55%
Apr 2021 – Apr 2024 |
3.81%
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 |
|---|---|---|---|---|
| LERIX (BlackRock LifePath ESG Index Retirement Fund Institutional) |
11.53%
Sep 2022 – Sep 2025 |
5.59%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart