Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIWIX (BlackRock LifePath Index 2065 Fund Institutional Shares) | 12.68% | 29.51% | 20.90% | 10.77% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIWIX (BlackRock LifePath Index 2065 Fund Institutional Shares) | 10/31/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 29.51 | 20.90 | 10.77 | NA | NA | NA | … | … | 12.68 | 21.68 | 16.25 | 21.59 | -18.31 | 18.74 | 15.43 | 5.93 |
| Sharpe Ratio | NA | 2.18 | 1.28 | 0.53 | NA | NA | NA | … | … | 1.98 | 1.12 | 1.08 | 1.42 | -0.89 | 1.51 | 0.49 | 6.35 |
| Standard Deviation(%) | NA | 12.63 | 14.15 | 15.82 | NA | NA | NA | … | … | 15.47 | 16.87 | 11.67 | 12.78 | 22.24 | 12.39 | 30.84 | 6.51 |
| Draw Down(%) | NA | 9.49 | 16.68 | 26.44 | NA | NA | NA | … | … | 9.49 | 16.68 | 6.68 | 11.29 | 26.33 | 5.44 | 33.02 | 1.75 |
| Yield(%) | 0.00 | 2.00 | 2.29 | 1.92 | 1.56 | 1.04 | 0.78 | … | … | 0.00 | 2.13 | 2.13 | 2.36 | 1.40 | 2.09 | 1.45 | 0.92 |
Data as of 06/05/2026, Common starting date is 10/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIWIX (BlackRock LifePath Index 2065 Fund Institutional Shares) |
3.53%
Apr 2021 – Apr 2024 |
9.33%
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 |
|---|---|---|---|---|
| LIWIX (BlackRock LifePath Index 2065 Fund Institutional Shares) |
22.37%
Sep 2022 – Sep 2025 |
14.67%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart