iShares Lifepath Fund vs Dynamic 40/60 Income Portfolio Comparison

Last Update: 31 March 2024

The iShares Lifepath Fund Portfolio obtained a 6.61% compound annual return, with a 6.98% standard deviation, in the last 30 Years.

The Dynamic 40/60 Income Portfolio obtained a 7.11% compound annual return, with a 8.10% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Dynamic 40/60 Income Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40.42% 40%
Fixed Income 59.58% 60%
Commodities 0% 0%
30 Years Stats Return +6.61% +7.11%
Std Dev 6.98% 8.10%
Max Drawdown -21.23% -29.84%
All time Stats
(Since Jan 1992)		 Return +6.65% +7.38%
Std Dev 6.89% 7.89%
Max Drawdown -21.23% -29.84%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
iShares Lifepath Fund Portfolio +1.69 +11.40 +9.79 +5.01 +4.91 +6.61 +6.65
Dynamic 40/60 Income Portfolio +1.42 +11.29 +12.01 +4.34 +4.62 +7.11 +7.38
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

iShares Lifepath Fund Portfolio: an investment of 1$, since April 1994, now would be worth 6.83$, with a total return of 583.11% (6.61% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.86$, with a total return of 685.75% (7.11% annualized).

iShares Lifepath Fund Portfolio: an investment of 1$, since January 1992, now would be worth 7.98$, with a total return of 697.75% (6.65% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.93$, with a total return of 893.32% (7.38% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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iShares Lifepath Fund Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-18.92% Jan 2022 Sep 2022 (9) In progress (27) 10.78
-17.33% Jan 2022 Sep 2022 (9) In progress (27) 10.24
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-7.15% Feb 2001 Sep 2002 (20) May 2003 (28) 3.70
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-5.64% May 2011 Sep 2011 (5) Jan 2012 (9) 2.15
-5.36% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.49
-5.27% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.66
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.45% May 2015 Sep 2015 (5) May 2016 (13) 2.49
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27
-3.83% May 2010 Jun 2010 (2) Sep 2010 (5) 2.07
-3.72% May 2010 May 2010 (1) Jul 2010 (3) 2.62
-3.69% Apr 2000 May 2000 (2) Jul 2000 (4) 1.88

Drawdown comparison chart since January 1992.

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iShares Lifepath Fund Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-18.92% Jan 2022 Sep 2022 (9) In progress (27) 10.78
-17.33% Jan 2022 Sep 2022 (9) In progress (27) 10.24
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-7.15% Feb 2001 Sep 2002 (20) May 2003 (28) 3.70
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-5.64% May 2011 Sep 2011 (5) Jan 2012 (9) 2.15
-5.36% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.57
-5.36% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.49
-5.27% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.66
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.89% Feb 1994 Jun 1994 (5) Mar 1995 (14) 3.27
-4.45% May 2015 Sep 2015 (5) May 2016 (13) 2.49
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27
-3.83% May 2010 Jun 2010 (2) Sep 2010 (5) 2.07

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+2.58%
 -0.08%
+3.47%
 0.00%
2023
+11.93%
 -6.77%
+11.97%
 -4.99%
2022
-15.14%
 -18.92%
-14.37%
 -17.33%
2021
+8.05%
 -2.34%
+6.72%
 -1.83%
2020
+11.47%
 -8.33%
+8.28%
 -12.42%
2019
+16.20%
 -1.68%
+15.91%
 -1.51%
2018
-3.49%
 -5.27%
-3.18%
 -5.09%
2017
+11.24%
 0.00%
+9.18%
 0.00%
2016
+6.11%
 -1.80%
+7.53%
 -1.95%
2015
-0.37%
 -4.45%
+0.21%
 -4.06%
2014
+6.00%
 -1.78%
+7.01%
 -1.44%
2013
+9.07%
 -2.99%
+6.13%
 -3.06%
2012
+9.09%
 -2.74%
+12.70%
 -2.72%
2011
+3.66%
 -5.64%
+2.96%
 -7.19%
2010
+10.07%
 -3.83%
+11.25%
 -3.72%
2009
+15.04%
 -9.43%
+22.37%
 -15.04%
2008
-12.05%
 -16.28%
-14.80%
 -23.51%
2007
+7.94%
 -1.18%
+0.88%
 -3.23%
2006
+10.06%
 -1.54%
+9.18%
 -1.29%
2005
+5.27%
 -1.53%
+5.23%
 -1.76%
2004
+9.19%
 -2.78%
+8.41%
 -3.31%
2003
+16.31%
 -1.16%
+21.64%
 -1.30%
2002
-1.88%
 -6.04%
+1.03%
 -6.73%
2001
-0.13%
 -5.51%
+8.71%
 -3.24%
2000
+3.22%
 -3.16%
+3.43%
 -4.13%
1999
+8.91%
 -2.48%
+11.02%
 -2.15%
1998
+13.44%
 -5.36%
+6.04%
 -9.38%
1997
+14.26%
 -3.07%
+16.36%
 -2.49%
1996
+8.55%
 -1.74%
+16.81%
 -1.12%
1995
+21.33%
 0.00%
+23.17%
 0.00%
1994
-0.37%
 -4.89%
-3.19%
 -5.36%
1993
+13.45%
 -2.48%
+14.73%
 -0.57%
1992
+4.84%
 -2.92%
+12.95%
 -0.70%