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 Stocks/Bonds 40/60 Momentum Portfolio obtained a 8.00% compound annual return, with a 6.81% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Stocks/Bonds 40/60 Momentum Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 40%
Fixed Income 59.58% 60%
Commodities 0% 0%
30 Years Stats Return +6.51% +8.00%
Std Dev 6.82% 6.81%
Max Drawdown -21.23% -21.11%

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
Stocks/Bonds 40/60 Momentum Portfolio -2.03 +1.06 -15.17 +3.52 +6.31 +8.00 +9.22
(*) 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).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1993, now would be worth 10065.78$, with a total return of 906.58% (8.00% 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).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1985, now would be worth 28563.77$, with a total return of 2756.38% (9.22% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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iShares Lifepath Fund Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-8.48% Feb 2001 Sep 2002
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-7.10% Feb 2020 Mar 2020
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.45% May 2015 Sep 2015
-4.13% Aug 1998 Aug 1998
-3.83% May 2010 Jun 2010
-3.77% Sep 2020 Oct 2020
-3.62% Jun 2011 Sep 2011
-3.61% Aug 2016 Nov 2016

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-13.77% Sep 1987 Nov 1987
-10.86% Sep 1987 Nov 1987
-8.48% Feb 2001 Sep 2002
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-7.10% Feb 2020 Mar 2020
-7.10% Aug 1990 Sep 1990
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.29% Aug 1990 Sep 1990
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.45% May 2015 Sep 2015

Yearly Returns

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

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Year iShares Lifepath Fund Portfolio Stocks/Bonds 40/60 Momentum Portfolio
2022
-15.14% -15.17%
2021
+8.05% +4.23%
2020
+11.47% +16.57%
2019
+16.20% +16.20%
2018
-3.49% -0.73%
2017
+11.24% +17.14%
2016
+6.11% +3.51%
2015
-0.37% +3.91%
2014
+6.00% +9.34%
2013
+9.07% +12.57%
2012
+9.09% +7.87%
2011
+3.66% +7.13%
2010
+10.07% +10.93%
2009
+15.04% +9.16%
2008
-12.05% -12.27%
2007
+7.94% +11.21%
2006
+10.06% +6.78%
2005
+5.27% +9.09%
2004
+9.19% +9.22%
2003
+16.31% +12.78%
2002
-1.88% +0.04%
2001
-0.13% -1.88%
2000
+3.22% +2.99%
1999
+8.91% +15.71%
1998
+13.44% +24.65%
1997
+14.26% +20.41%
1996
+8.55% +14.08%
1995
+21.33% +27.84%
1994
-0.37% -2.03%
1993
+13.45% +11.10%
1992
+4.84% +6.01%
1991
+19.41% +23.91%
1990
+0.16% +5.79%
1989
+17.85% +25.29%
1988
+12.45% +7.24%
1987
+5.68% +1.86%
1986
+22.44% +18.14%
1985
+28.90% +26.30%
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