The iShares Lifepath Fund Portfolio is exposed for 40.42% on the Stock Market .
It's a Medium Risk portfolio and it can be replicated with 6 ETFs.
Asset Allocation and ETFs
The iShares Lifepath Fund Portfolio has the following asset allocation:
The iShares Lifepath Fund Portfolio can be replicated with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 22.09 % | VV | Vanguard Large-Cap | Equity, U.S., Large Cap | |
| 13.67 % | VEU | Vanguard FTSE All-World ex-US | Equity, Global ex-US, Large Cap | |
| 4.15 % | VIOO | Vanguard S&P Small-Cap 600 | Equity, U.S., Small Cap | |
| 0.51 % | VNQ | Vanguard Real Estate | Real Estate, U.S. | |
| 50.82 % | BND | Vanguard Total Bond Market | Bond, U.S., All-Term | |
| 8.76 % | VTIP | Vanguard Short-Term Infl-Prot Secs | Bond, U.S., All-Term |
Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).
Historical Returns
iShares Lifepath Fund Portfolio - Historical returns and stats:
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| Range | Returns Aug 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+0.46%
|
0.00%
|
1 - 0 | |
|
YTD
|
+10.79%
|
-1.78%
May 2019 - May 2019
|
7 - 1 | |
|
1Y
|
+5.05%
|
7.37%
|
-5.18%
Sep 2018 - Dec 2018
|
8 - 4 |
|
3Y
|
+5.90%
annualized
|
4.93%
|
-5.18%
Sep 2018 - Dec 2018
|
26 - 10 |
|
5Y
|
+4.70%
annualized
|
4.95%
|
-5.18%
Sep 2018 - Dec 2018
|
39 - 21 |
|
MAX
Dec 2012
|
+5.80%
annualized
|
4.87%
|
-5.18%
Sep 2018 - Dec 2018
|
54 - 26 |
* Annualized St.Dev. of monthly returns
Best Medium Risk Porftolios, ordered by 5Y annualized return.
| Portfolio | 5Y Return ▾ | #ETF | Stocks | Bonds | Comm. | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 |
+5.89% | 2 | 40 | 60 | 0 | |
| Couch Scott Burns |
+5.87% | 2 | 50 | 50 | 0 | |
| All Weather Portfolio Ray Dalio |
+5.52% | 5 | 30 | 55 | 15 | |
| Permanent Portfolio Harry Browne |
+5.28% | 4 | 25 | 50 | 25 | |
| Edge Select Moderately Conservative Merrill Lynch |
+5.06% | 12 | 37 | 63 | 0 |
Capital Growth
Drawdowns
Rolling Returns
iShares Lifepath Fund Portfolio: annualized rolling and average returns
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| Return (*) | |||
|---|---|---|---|
| Rolling Period | Average | Best | Worst |
| 1 Year |
+5.27% |
+12.45% Jul 2013 - Jun 2014 |
-3.67% Mar 2015 - Feb 2016 |
| 2 Years |
+5.12% |
+10.13% Feb 2016 - Jan 2018 |
+1.23% Mar 2014 - Feb 2016 |
| 3 Years |
+4.98% |
+6.74% Oct 2015 - Sep 2018 |
+3.57% Dec 2013 - Nov 2016 |
| 5 Years |
+5.10% |
+6.34% Feb 2013 - Jan 2018 |
+3.68% Jan 2014 - Dec 2018 |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
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| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2019 |
+10.79% | 4.0 | 1.1 | 1.5 | 1.5 | -1.8 | 3.4 | 0.2 | 0.5 | ||||
| 2018 |
-3.32% | 1.5 | -2.3 | -0.1 | -0.2 | 0.9 | -0.1 | 1.3 | 1.1 | -0.3 | -3.7 | 1.0 | -2.3 |
| 2017 |
+11.06% | 1.1 | 1.5 | 0.4 | 1.0 | 1.0 | 0.3 | 1.2 | 0.5 | 0.8 | 0.9 | 0.9 | 0.9 |
| 2016 |
+5.93% | -1.6 | 0.2 | 3.5 | 0.6 | 0.3 | 1.1 | 1.9 | -0.0 | 0.4 | -1.3 | -0.3 | 1.1 |
| 2015 |
-0.20% | 0.5 | 1.6 | -0.2 | 0.6 | -0.1 | -1.4 | 0.8 | -2.9 | -0.8 | 2.9 | -0.2 | -1.0 |
| 2014 |
+5.55% | -0.9 | 2.2 | 0.1 | 0.7 | 1.4 | 1.0 | -0.9 | 1.8 | -1.6 | 1.3 | 1.0 | -0.6 |
| 2013 |
+9.68% | 1.4 | 0.5 | 1.2 | 1.5 | -0.8 | -1.7 | 2.5 | -1.6 | 2.8 | 2.2 | 0.8 | 0.7 |