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:

40.42% Stocks
59.58% Fixed Income
0% Commodities

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

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

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