The iShares Lifepath Fund Portfolio is exposed for 40.42% on the Stock Market.

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:

Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at each January 1st).

Last Update: April 2019.

Capital Growth and Historical Returns

An investment of 1000$, since January 2013, now would be worth 1423.32$, with a total return of 42.33% (5.73% annualized).

Capital Growth:
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Range Returns
Apr 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.54%
0.00%
1 - 0
YTD
+8.32%
0.00%
4 - 0
1Y
+6.05%
6.49%
-5.18%
Sep 2018 - Dec 2018
8 - 4
3Y
+6.29%
annualized
4.55%
-5.18%
Sep 2018 - Dec 2018
26 - 10
5Y
+4.91%
annualized
4.76%
-5.18%
Sep 2018 - Dec 2018
39 - 21
MAX
Dec 2012
+5.73%
annualized
4.77%
-5.18%
Sep 2018 - Dec 2018
51 - 25

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

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
+5.11% +10.13%
Feb 2016 - Jan 2018
+1.23%
Mar 2014 - Feb 2016
3 Years
+4.89% +6.74%
Oct 2015 - Sep 2018
+3.57%
Dec 2013 - Nov 2016
5 Years
+5.21% +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
+8.32% 4.0 1.1 1.5 1.5
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