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 Portfolio obtained a 6.83% compound annual return, with a 6.76% standard deviation, in the last 30 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%
30 Years Stats Return +6.51% +6.83%
Std Dev 6.82% 6.76%
Max Drawdown -21.23% -19.17%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

Swipe left to see all data
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 Portfolio -2.79 -1.10 -15.67 +3.66 +5.61 +6.83 +8.10
(*) 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 Portfolio: an investment of 1000$, since January 1993, now would be worth 7255.53$, with a total return of 625.55% (6.83% 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 Portfolio: an investment of 1000$, since January 1985, now would be worth 19264.27$, with a total return of 1826.43% (8.10% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

Swipe left to see all data
iShares Lifepath Fund Portfolio
Stocks/Bonds 40/60 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-19.17% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.63% Jan 2022 Sep 2022
-8.59% Sep 2000 Sep 2002
-8.33% Feb 2020 Mar 2020
-8.09% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.25% Jul 1998 Aug 1998
-5.98% Feb 1994 Jun 1994
-5.64% May 2011 Sep 2011
-5.36% Sep 2018 Dec 2018
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.76% Jun 2011 Sep 2011
-4.45% May 2015 Sep 2015
-3.96% May 2010 Jun 2010
-3.83% May 2010 Jun 2010
-3.79% Apr 2000 May 2000

Drawdown comparison chart since January 1985.

Swipe left to see all data
iShares Lifepath Fund Portfolio
Stocks/Bonds 40/60 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-19.17% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.63% Jan 2022 Sep 2022
-13.08% Sep 1987 Nov 1987
-10.86% Sep 1987 Nov 1987
-8.59% Sep 2000 Sep 2002
-8.33% Feb 2020 Mar 2020
-8.09% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.25% Jul 1998 Aug 1998
-5.98% Feb 1994 Jun 1994
-5.78% Jan 1990 Apr 1990
-5.70% Aug 1990 Sep 1990
-5.64% May 2011 Sep 2011
-5.36% Sep 2018 Dec 2018
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994

Yearly Returns

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

Swipe left to see all data
Year iShares Lifepath Fund Portfolio Stocks/Bonds 40/60 Portfolio
2022
-15.14% -15.67%
2021
+8.05% +9.15%
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%
1993
+13.45% +10.06%
1992
+4.84% +7.93%
1991
+19.41% +22.10%
1990
+0.16% +2.76%
1989
+17.85% +19.43%
1988
+12.45% +11.34%
1987
+5.68% +1.97%
1986
+22.44% +14.89%
1985
+28.90% +25.86%
Share this page