The iShares Lifepath Fund Portfolio is exposed for 40.42% on the Stock Market.
The iShares Lifepath Fund Portfolio has the following asset allocation:
The iShares Lifepath Fund Portfolio can be replicated with the following ETFs:
| Weight | ETF: Ticker - 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 |
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: June 2019.
Capital Growth and Historical Returns
An investment of 1000$, since January 2013, now would be worth 1445.66$, with a total return of 44.57% (5.83% annualized).
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| Range | Returns Jun 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+3.41%
|
0.00%
|
1 - 0 | |
|
YTD
|
+10.02%
|
-1.78%
May 2019 - May 2019
|
5 - 1 | |
|
1Y
|
+6.81%
|
7.43%
|
-5.18%
Sep 2018 - Dec 2018
|
8 - 4 |
|
3Y
|
+6.32%
annualized
|
5.01%
|
-5.18%
Sep 2018 - Dec 2018
|
25 - 11 |
|
5Y
|
+4.74%
annualized
|
5.02%
|
-5.18%
Sep 2018 - Dec 2018
|
38 - 22 |
|
MAX
Dec 2012
|
+5.83%
annualized
|
4.93%
|
-5.18%
Sep 2018 - Dec 2018
|
52 - 26 |
* Annualized St.Dev. of monthly returns
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 |
+5.11% |
+10.13% Feb 2016 - Jan 2018 |
+1.23% Mar 2014 - Feb 2016 |
| 3 Years |
+4.94% |
+6.74% Oct 2015 - Sep 2018 |
+3.57% Dec 2013 - Nov 2016 |
| 5 Years |
+5.13% |
+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 |
+10.02% | 4.0 | 1.1 | 1.5 | 1.5 | -1.8 | 3.4 | ||||||
| 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 |