Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIBIX (BlackRock LifePath Idx 2025 Prt Inst Shs) | NA | 13.16% | 1.46% | 4.97% | 5.56% | NA | NA | … | … |
Data as of 12/06/2024, Common starting date is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIBIX (BlackRock LifePath Idx 2025 Prt Inst Shs) | 06/01/2011 | 12/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.16 | 1.46 | 4.97 | 5.56 | NA | NA | … | … | 9.18 | 12.35 | -15.84 | 8.44 | 12.02 | 18.85 | -4.83 | 13.52 | 7.25 | -0.42 | 6.52 | 13.26 | 12.09 | -5.27 |
| Sharpe Ratio | NA | 1.57 | -0.15 | 0.30 | 0.46 | NA | NA | … | … | 1.05 | 1.11 | -1.37 | 1.27 | 0.69 | 2.89 | -0.74 | 3.29 | 0.81 | -0.05 | 1.07 | 1.85 | 1.50 | -0.46 |
| Standard Deviation(%) | NA | 6.05 | 9.31 | 10.86 | 9.35 | NA | NA | … | … | 5.91 | 7.87 | 12.68 | 6.63 | 16.96 | 6.01 | 8.42 | 3.92 | 8.66 | 9.07 | 6.10 | 7.15 | 8.10 | 19.25 |
| Draw Down(%) | NA | 3.52 | 21.15 | 21.61 | 21.61 | NA | NA | … | … | 3.52 | 7.97 | 20.78 | 3.17 | 20.15 | 2.75 | 10.81 | 1.29 | 6.41 | 8.69 | 4.57 | 5.90 | 6.90 | 13.69 |
| Yield(%) | 0.00 | 3.72 | 2.56 | 2.74 | 2.92 | 2.81 | 2.11 | … | … | 2.77 | 2.82 | 2.06 | 2.21 | 1.98 | 3.42 | 2.46 | 2.43 | 1.96 | 2.57 | 3.06 | 2.91 | 1.91 | 0.00 |
Data as of 12/06/2024, Common starting date is 06/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBIX (BlackRock LifePath Idx 2025 Prt Inst Shs) |
-0.60%
Apr 2021 – Apr 2024 |
2.58%
Sep 2017 – Sep 2022 |
4.34%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBIX (BlackRock LifePath Idx 2025 Prt Inst Shs) |
13.02%
Dec 2018 – Dec 2021 |
9.82%
Feb 2016 – Feb 2021 |
8.56%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart