iShares Lifepath Fund Portfolio: Rolling Returns

Last Update: 30 April 2023

Implementing the iShares Lifepath Fund Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 5 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 2 years rolling periods, you would have obtained a positive returns 92.91% of times

All the returns are calculated over the available historical serie, starting from January 1985 until April 2023.

In order to have complete information about the portfolio, please refer to the iShares Lifepath Fund Portfolio: ETF allocation and returns page.

Rolling Returns

iShares Lifepath Fund Portfolio: annualized rolling and average returns

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Rolling Period	*Return ()**			Negative Periods
Rolling Period	Average (%)	Best (%)	Worst (%)	Negative Periods
1 Year	8.16	37.31 Apr 1985 - Mar 1986	-18.54 Mar 2008 - Feb 2009	13.59%
2 Years	7.94	28.19 Apr 1985 - Mar 1987	-7.79 Mar 2007 - Feb 2009	7.09%
3 Years	7.79	19.50 Mar 1985 - Feb 1988	-2.45 Mar 2006 - Feb 2009	0.94%
4 Years	7.72	17.03 Jan 1985 - Dec 1988	-0.15 Mar 2005 - Feb 2009	0.24%
5 Years	7.65	17.19 Jan 1985 - Dec 1989	1.14 Mar 2004 - Feb 2009	0.00%
6 Years	7.62	14.55 Mar 1985 - Feb 1991	3.22 Oct 2016 - Sep 2022	0.00%
7 Years	7.59	14.90 Jan 1985 - Dec 1991	3.18 Mar 2002 - Feb 2009	0.00%
8 Years	7.56	13.62 Apr 1985 - Mar 1993	2.80 Mar 2001 - Feb 2009	0.00%
9 Years	7.54	13.58 Jan 1985 - Dec 1993	2.85 Mar 2000 - Feb 2009	0.00%
10 Years	7.53	12.16 Oct 1985 - Sep 1995	3.50 Mar 1999 - Feb 2009	0.00%
11 Years	7.52	12.91 Jan 1985 - Dec 1995	3.86 Mar 1998 - Feb 2009	0.00%
12 Years	7.49	12.54 Jan 1985 - Dec 1996	4.73 Oct 2010 - Sep 2022	0.00%
13 Years	7.44	12.72 Apr 1985 - Mar 1998	4.97 Apr 2007 - Mar 2020	0.00%
14 Years	7.38	12.72 Jan 1985 - Dec 1998	5.20 Oct 2008 - Sep 2022	0.00%
15 Years	7.30	12.47 Jan 1985 - Dec 1999	4.33 Oct 2007 - Sep 2022	0.00%
20 Years	7.29	10.59 Jan 1985 - Dec 2004	5.24 Apr 2000 - Mar 2020	0.00%
30 Years	7.53	9.10 Jan 1985 - Dec 2014	6.39 Oct 1992 - Sep 2022	0.00%

(*) Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.16%	+37.31% Apr 1985 - Mar 1986	-18.54% Mar 2008 - Feb 2009	13.59% 61 out of 449

1 Year Annualized Rolling Returns over time

1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.94%	+28.19% Apr 1985 - Mar 1987	-7.79% Mar 2007 - Feb 2009	7.09% 31 out of 437

2 Years Annualized Rolling Returns over time

2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.79%	+19.50% Mar 1985 - Feb 1988	-2.45% Mar 2006 - Feb 2009	0.94% 4 out of 425

3 Years Annualized Rolling Returns over time

3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.72%	+17.03% Jan 1985 - Dec 1988	-0.15% Mar 2005 - Feb 2009	0.24% 1 out of 413

4 Years Annualized Rolling Returns over time

4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.65%	+17.19% Jan 1985 - Dec 1989	+1.14% Mar 2004 - Feb 2009	0.00% 0 out of 401

5 Years Annualized Rolling Returns over time

5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.62%	+14.55% Mar 1985 - Feb 1991	+3.22% Oct 2016 - Sep 2022	0.00% 0 out of 389

6 Years Annualized Rolling Returns over time

6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.59%	+14.90% Jan 1985 - Dec 1991	+3.18% Mar 2002 - Feb 2009	0.00% 0 out of 377

7 Years Annualized Rolling Returns over time

7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.56%	+13.62% Apr 1985 - Mar 1993	+2.80% Mar 2001 - Feb 2009	0.00% 0 out of 365

8 Years Annualized Rolling Returns over time

8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.54%	+13.58% Jan 1985 - Dec 1993	+2.85% Mar 2000 - Feb 2009	0.00% 0 out of 353

9 Years Annualized Rolling Returns over time

9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.53%	+12.16% Oct 1985 - Sep 1995	+3.50% Mar 1999 - Feb 2009	0.00% 0 out of 341

10 Years Annualized Rolling Returns over time

10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.52%	+12.91% Jan 1985 - Dec 1995	+3.86% Mar 1998 - Feb 2009	0.00% 0 out of 329

11 Years Annualized Rolling Returns over time

11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.49%	+12.54% Jan 1985 - Dec 1996	+4.73% Oct 2010 - Sep 2022	0.00% 0 out of 317

12 Years Annualized Rolling Returns over time

12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.44%	+12.72% Apr 1985 - Mar 1998	+4.97% Apr 2007 - Mar 2020	0.00% 0 out of 305

13 Years Annualized Rolling Returns over time

13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.38%	+12.72% Jan 1985 - Dec 1998	+5.20% Oct 2008 - Sep 2022	0.00% 0 out of 293

14 Years Annualized Rolling Returns over time

14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.30%	+12.47% Jan 1985 - Dec 1999	+4.33% Oct 2007 - Sep 2022	0.00% 0 out of 281

15 Years Annualized Rolling Returns over time

15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.29%	+10.59% Jan 1985 - Dec 2004	+5.24% Apr 2000 - Mar 2020	0.00% 0 out of 221

20 Years Annualized Rolling Returns over time

20 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 30 Years (360 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.53%	+9.10% Jan 1985 - Dec 2014	+6.39% Oct 1992 - Sep 2022	0.00% 0 out of 101

30 Years Annualized Rolling Returns over time

30 Years Annualized Rolling Returns Histogram

In order to have complete information about the portfolio, please refer to the iShares Lifepath Fund Portfolio: ETF allocation and returns page.