Last Update: 30 April 2024
The Stocks/Bonds 40/60 ESG Portfolio obtained a 4.73% compound annual return, with a 7.95% standard deviation, in the last 10 Years.
The iShares Lifepath Fund Portfolio obtained a 4.52% compound annual return, with a 7.71% standard deviation, in the last 10 Years.
Summary
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| Stocks/Bonds 40/60 ESG Portfolio | iShares Lifepath Fund Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 40.42% |
| Fixed Income | 60% | 59.58% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +4.73% | +4.52% |
| Std Dev | 7.95% | 7.71% | |
| Max Drawdown | -19.76% | -18.92% | |
| All time Stats (Since Sep 2005) |
Return | +5.99% | +5.36% |
| Std Dev | 8.10% | 7.55% | |
| Max Drawdown | -22.88% | -21.23% | |
| Last Update: 30 April 2024 | |||
Historical Returns as of Apr 30, 2024
Comparison period starts from September 2005
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 ESG Portfolio | -3.60 | +11.57 | +8.44 | +5.20 | +4.73 | +5.99 |
| iShares Lifepath Fund Portfolio | -2.89 | +10.41 | +5.79 | +4.08 | +4.52 | +5.36 |
| Return over 1 year are annualized. |
Capital Growth as of Apr 30, 2024
Stocks/Bonds 40/60 ESG Portfolio: an investment of 1$, since May 2014,
now would be worth 1.59$, with a total return of 58.81%
(4.73% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since May 2014, now would be worth 1.56$, with a total return of 55.62% (4.52% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since May 2014, now would be worth 1.56$, with a total return of 55.62% (4.52% annualized).
Stocks/Bonds 40/60 ESG Portfolio: an investment of 1$, since September 2005,
now would be worth 2.96$, with a total return of 196.32%
(5.99% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since September 2005, now would be worth 2.65$, with a total return of 164.82% (5.36% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since September 2005, now would be worth 2.65$, with a total return of 164.82% (5.36% annualized).
Drawdowns
Drawdown comparison chart since May 2014.
Swipe left to see all data
|
Stocks/Bonds 40/60 ESG Portfolio
|
iShares Lifepath Fund Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -19.76% | Jan 2022 | Sep 2022 (9) | In progress (28) | 11.58 | |||||
| -18.92% | Jan 2022 | Sep 2022 (9) | In progress (28) | 10.64 | |||||
| -8.33% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.78 | |||||
| -6.33% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.01 | |||||
| -6.32% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 3.03 | |||||
| -5.47% | Jun 2015 | Jan 2016 (8) | Apr 2016 (11) | 3.06 | |||||
| -5.27% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.66 | |||||
| -4.45% | May 2015 | Sep 2015 (5) | May 2016 (13) | 2.49 | |||||
| -2.92% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.69 | |||||
| -2.83% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.64 | |||||
| -2.73% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.82 | |||||
| -2.41% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.38 | |||||
| -2.34% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 1.24 | |||||
| -2.34% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.35 | |||||
| -1.80% | Oct 2016 | Nov 2016 (2) | Jan 2017 (4) | 1.07 | |||||
| -1.78% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 1.03 | |||||
| -1.78% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 0.92 | |||||
| -1.73% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.00 | |||||
| -1.68% | May 2019 | May 2019 (1) | Jun 2019 (2) | 0.97 | |||||
| -1.33% | Sep 2016 | Oct 2016 (2) | Jan 2017 (5) | 0.77 | |||||
Drawdown comparison chart since September 2005.
Swipe left to see all data
|
Stocks/Bonds 40/60 ESG Portfolio
|
iShares Lifepath Fund Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -22.88% | Jun 2008 | Feb 2009 (9) | Sep 2009 (16) | 13.06 | |||||
| -21.23% | Nov 2007 | Feb 2009 (16) | Dec 2009 (26) | 9.68 | |||||
| -19.76% | Jan 2022 | Sep 2022 (9) | In progress (28) | 11.58 | |||||
| -18.92% | Jan 2022 | Sep 2022 (9) | In progress (28) | 10.64 | |||||
| -10.14% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 4.68 | |||||
| -8.33% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.78 | |||||
| -6.33% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.01 | |||||
| -6.32% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 3.03 | |||||
| -5.64% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.15 | |||||
| -5.47% | Jun 2015 | Jan 2016 (8) | Apr 2016 (11) | 3.06 | |||||
| -5.27% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.66 | |||||
| -4.45% | May 2015 | Sep 2015 (5) | May 2016 (13) | 2.49 | |||||
| -4.31% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.40 | |||||
| -3.83% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.07 | |||||
| -2.99% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 1.60 | |||||
| -2.92% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.69 | |||||
| -2.83% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.64 | |||||
| -2.80% | Apr 2012 | May 2012 (2) | Jul 2012 (4) | 1.33 | |||||
| -2.74% | May 2012 | May 2012 (1) | Jul 2012 (3) | 1.44 | |||||
| -2.73% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.82 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
-0.26%
|
-3.60% |
-0.38%
|
-2.89% |
| 2023 |
+15.57%
|
-6.70% |
+11.93%
|
-6.77% |
| 2022 |
-17.35%
|
-19.76% |
-15.14%
|
-18.92% |
| 2021 |
+9.16%
|
-2.92% |
+8.05%
|
-2.34% |
| 2020 |
+14.57%
|
-6.33% |
+11.47%
|
-8.33% |
| 2019 |
+18.28%
|
-1.73% |
+16.20%
|
-1.68% |
| 2018 |
-6.08%
|
-6.32% |
-3.49%
|
-5.27% |
| 2017 |
+7.47%
|
-0.35% |
+11.24%
|
0.00% |
| 2016 |
+6.31%
|
-1.90% |
+6.11%
|
-1.80% |
| 2015 |
+0.50%
|
-4.93% |
-0.37%
|
-4.45% |
| 2014 |
+6.76%
|
-2.34% |
+6.00%
|
-1.78% |
| 2013 |
+14.40%
|
-1.89% |
+9.07%
|
-2.99% |
| 2012 |
+12.12%
|
-2.80% |
+9.09%
|
-2.74% |
| 2011 |
+0.56%
|
-10.14% |
+3.66%
|
-5.64% |
| 2010 |
+12.75%
|
-4.31% |
+10.07%
|
-3.83% |
| 2009 |
+25.96%
|
-6.89% |
+15.04%
|
-9.43% |
| 2008 |
-16.02%
|
-20.60% |
-12.05%
|
-16.28% |
| 2007 |
+7.63%
|
-0.87% |
+7.94%
|
-1.18% |
| 2006 |
+9.42%
|
-1.28% |
+10.06%
|
-1.54% |
