iShares Lifepath Fund vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The iShares Lifepath Fund Portfolio obtained a 6.44% compound annual return, with a 7.01% standard deviation, in the last 30 Years.

The Tyler Golden Butterfly Portfolio obtained a 7.56% compound annual return, with a 7.73% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 40.42% 40%
Fixed Income 59.58% 40%
Commodities 0% 20%
30 Years Stats Return +6.44% +7.56%
Std Dev 7.01% 7.73%
Max Drawdown -21.23% -17.79%
All time Stats
(Since Jan 1985)
Return +8.05% +8.57%
Std Dev 7.25% 7.64%
Max Drawdown -21.23% -17.79%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
iShares Lifepath Fund Portfolio +0.96 +5.95 +10.72 +4.98 +4.74 +6.44 +8.05
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +8.57
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

iShares Lifepath Fund Portfolio: an investment of 1$, since March 1994, now would be worth 6.51$, with a total return of 550.53% (6.44% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since March 1994, now would be worth 8.91$, with a total return of 790.58% (7.56% annualized).

iShares Lifepath Fund Portfolio: an investment of 1$, since January 1985, now would be worth 20.74$, with a total return of 1974.08% (8.05% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 25.03$, with a total return of 2402.72% (8.57% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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iShares Lifepath Fund Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-18.92% Jan 2022 Sep 2022 (9) In progress (26) 10.97
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-7.15% Feb 2001 Sep 2002 (20) May 2003 (28) 3.70
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-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
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.45% May 2015 Sep 2015 (5) May 2016 (13) 2.49
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66
-3.84% Apr 2013 Jun 2013 (3) Sep 2013 (6) 1.60
-3.83% May 2010 Jun 2010 (2) Sep 2010 (5) 2.07
-3.64% Sep 2000 Nov 2000 (3) Dec 2000 (4) 1.86

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-18.92% Jan 2022 Sep 2022 (9) In progress (26) 10.97
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-10.86% Sep 1987 Nov 1987 (3) Sep 1988 (13) 4.84
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.94% Jan 1990 Oct 1990 (10) Feb 1991 (14) 3.88
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-7.15% Feb 2001 Sep 2002 (20) May 2003 (28) 3.70
-7.10% Aug 1990 Sep 1990 (2) Jan 1991 (6) 3.86
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-5.78% Jan 1990 Apr 1990 (4) Jun 1990 (6) 3.32
-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
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05

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
+0.88%
-0.08%
-0.45%
-1.54%
2023
+11.93%
-6.77%
+11.98%
-8.07%
2022
-15.14%
-18.92%
-13.35%
-17.79%
2021
+8.05%
-2.34%
+9.35%
-2.45%
2020
+11.47%
-8.33%
+13.93%
-7.16%
2019
+16.20%
-1.68%
+18.03%
-1.83%
2018
-3.49%
-5.27%
-4.03%
-6.37%
2017
+11.24%
0.00%
+10.96%
-0.32%
2016
+6.11%
-1.80%
+10.82%
-3.36%
2015
-0.37%
-4.45%
-3.71%
-6.25%
2014
+6.00%
-1.78%
+9.13%
-3.27%
2013
+9.07%
-2.99%
+6.26%
-3.84%
2012
+9.09%
-2.74%
+8.84%
-2.43%
2011
+3.66%
-5.64%
+8.86%
-3.00%
2010
+10.07%
-3.83%
+16.54%
-2.77%
2009
+15.04%
-9.43%
+10.77%
-10.16%
2008
-12.05%
-16.28%
-4.18%
-13.53%
2007
+7.94%
-1.18%
+9.58%
-2.06%
2006
+10.06%
-1.54%
+12.44%
-2.71%
2005
+5.27%
-1.53%
+8.04%
-1.76%
2004
+9.19%
-2.78%
+9.88%
-4.36%
2003
+16.31%
-1.16%
+18.85%
-2.72%
2002
-1.88%
-6.04%
+3.15%
-6.86%
2001
-0.13%
-5.51%
+2.71%
-4.99%
2000
+3.22%
-3.16%
+6.88%
-3.64%
1999
+8.91%
-2.48%
+4.24%
-3.38%
1998
+13.44%
-5.36%
+8.03%
-9.44%
1997
+14.26%
-3.07%
+13.09%
-2.50%
1996
+8.55%
-1.74%
+8.18%
-2.60%
1995
+21.33%
0.00%
+21.86%
-0.40%
1994
-0.37%
-4.89%
-1.98%
-4.64%
1993
+13.45%
-2.48%
+14.50%
-1.37%
1992
+4.84%
-2.92%
+9.15%
-1.58%
1991
+19.41%
-2.35%
+19.14%
-1.63%
1990
+0.16%
-7.10%
-2.51%
-7.94%
1989
+17.85%
-0.92%
+14.78%
-0.89%
1988
+12.45%
-1.92%
+9.18%
-1.64%
1987
+5.68%
-10.86%
+5.10%
-10.93%
1986
+22.44%
-3.57%
+17.75%
-2.42%
1985
+28.90%
-0.72%
+25.09%
-1.93%