Last Update: 31 December 2022

The iShares Lifepath Fund Portfolio obtained a 6.51% compound annual return, with a 6.82% standard deviation, in the last 30 Years.

The Golden Butterfly Portfolio obtained a 7.65% compound annual return, with a 7.41% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Golden Butterfly Portfolio
Risk Medium High
Asset Allocation Stocks 40.42% 40%
Fixed Income 59.58% 40%
Commodities 0% 20%
30 Years Stats Return +6.51% +7.65%
Std Dev 6.82% 7.41%
Max Drawdown -21.23% -17.79%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
iShares Lifepath Fund Portfolio -2.40 -1.27 -15.14 +2.77 +4.54 +6.51 +7.96
Golden Butterfly Portfolio -2.27 -1.09 -13.35 +4.11 +5.32 +7.65 +8.53
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1993, now would be worth 6626.51$, with a total return of 562.65% (6.51% annualized).

Golden Butterfly Portfolio: an investment of 1000$, since January 1993, now would be worth 9127.75$, with a total return of 812.77% (7.65% annualized).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 18367.95$, with a total return of 1736.79% (7.96% annualized).

Golden Butterfly Portfolio: an investment of 1000$, since January 1985, now would be worth 22449.53$, with a total return of 2144.95% (8.53% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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iShares Lifepath Fund Portfolio
Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-17.79% Jan 2022 Sep 2022
-14.81% Mar 2008 Feb 2009
-9.44% May 1998 Aug 1998
-8.33% Feb 2020 Mar 2020
-7.16% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.86% Jun 2002 Jul 2002
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.99% Feb 2001 Mar 2001
-4.89% Feb 1994 Jun 1994
-4.64% Feb 1994 Jun 1994
-4.45% May 2015 Sep 2015
-4.36% Apr 2004 Apr 2004
-3.84% Apr 2013 Jun 2013

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-17.79% Jan 2022 Sep 2022
-14.81% Mar 2008 Feb 2009
-10.93% Sep 1987 Nov 1987
-10.86% Sep 1987 Nov 1987
-9.44% May 1998 Aug 1998
-8.33% Feb 2020 Mar 2020
-7.94% Jan 1990 Oct 1990
-7.16% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.86% Jun 2002 Jul 2002
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.99% Feb 2001 Mar 2001

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year iShares Lifepath Fund Portfolio Golden Butterfly Portfolio
2022
-15.14% -13.35%
2021
+8.05% +9.35%
2020
+11.47% +13.93%
2019
+16.20% +18.03%
2018
-3.49% -4.03%
2017
+11.24% +10.96%
2016
+6.11% +10.82%
2015
-0.37% -3.71%
2014
+6.00% +9.13%
2013
+9.07% +6.26%
2012
+9.09% +8.84%
2011
+3.66% +8.86%
2010
+10.07% +16.54%
2009
+15.04% +10.77%
2008
-12.05% -4.18%
2007
+7.94% +9.58%
2006
+10.06% +12.44%
2005
+5.27% +8.04%
2004
+9.19% +9.88%
2003
+16.31% +18.85%
2002
-1.88% +3.15%
2001
-0.13% +2.71%
2000
+3.22% +6.88%
1999
+8.91% +4.24%
1998
+13.44% +8.03%
1997
+14.26% +13.09%
1996
+8.55% +8.18%
1995
+21.33% +21.86%
1994
-0.37% -1.98%
1993
+13.45% +14.50%
1992
+4.84% +9.15%
1991
+19.41% +19.14%
1990
+0.16% -2.51%
1989
+17.85% +14.78%
1988
+12.45% +9.18%
1987
+5.68% +5.10%
1986
+22.44% +17.75%
1985
+28.90% +25.09%
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