Last Update: 31 August 2021

The iShares Lifepath Fund Portfolio obtained a 7.23% compound annual return, with a 5.89% standard deviation, in the last 10 years.

The Stocks/Bonds 40/60 Portfolio obtained a 8.43% compound annual return, with a 5.84% standard deviation, in the last 10 years.

Summary

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iShares Lifepath Fund Portfolio Stocks/Bonds 40/60 Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 40%
Fixed Income 59.58% 60%
Commodities 0% 0%
10 Years Stats Return +7.23% +8.43%
Std Dev 5.89% 5.84%
Max Drawdown -8.33% -8.09%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1994

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
iShares Lifepath Fund Portfolio +0.93 +3.10 +7.06 +12.62 +9.52 +8.20 +7.23 +7.19
Stocks/Bonds 40/60 Portfolio +1.15 +4.21 +8.08 +12.85 +10.65 +9.15 +8.43 +7.66
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1994.

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Year iShares Lifepath Fund Portfolio Stocks/Bonds 40/60 Portfolio
2021
+7.05% +7.73%
2020
+11.47% +13.04%
2019
+16.20% +17.57%
2018
-3.49% -2.15%
2017
+11.24% +10.63%
2016
+6.11% +6.64%
2015
-0.37% +0.48%
2014
+6.00% +8.51%
2013
+9.07% +12.12%
2012
+9.09% +8.47%
2011
+3.66% +5.14%
2010
+10.07% +10.69%
2009
+15.04% +13.74%
2008
-12.05% -10.67%
2007
+7.94% +6.30%
2006
+10.06% +8.84%
2005
+5.27% +3.96%
2004
+9.19% +7.66%
2003
+16.31% +14.68%
2002
-1.88% -3.23%
2001
-0.13% +0.67%
2000
+3.22% +2.61%
1999
+8.91% +9.07%
1998
+13.44% +14.45%
1997
+14.26% +18.06%
1996
+8.55% +10.53%
1995
+21.33% +25.22%
1994
-0.37% -1.66%
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