Last Update: 31 August 2020

The iShares Lifepath Fund Portfolio obtained a 6.96% compound annual return, with a 5.83% standard deviation, in the last 10 years.

The Stocks/Bonds 40/60 Portfolio obtained a 8.18% compound annual return, with a 5.70% standard deviation, in the last 10 years.

Summary

Swipe left to see all data
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 +6.96% +8.18%
Std Dev 5.83% 5.70%
Max Drawdown -8.33% -8.09%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2001

Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
iShares Lifepath Fund Portfolio +1.93 +6.51 +7.59 +10.69 +7.16 +7.15 +6.96 +6.04
Stocks/Bonds 40/60 Portfolio +2.17 +6.65 +9.02 +12.59 +8.80 +8.23 +8.18 +6.29
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2001.

Swipe left to see all data
Year iShares Lifepath Fund Portfolio Stocks/Bonds 40/60 Portfolio
2020
+5.96% +7.91%
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%
Share this page