10-year Treasury vs iShares Lifepath Fund Portfolio Comparison

Last Update: 31 March 2024

The 10-year Treasury Portfolio obtained a 4.85% compound annual return, with a 6.78% standard deviation, in the last 30 Years.

The iShares Lifepath Fund Portfolio obtained a 6.61% compound annual return, with a 6.98% standard deviation, in the last 30 Years.

Summary

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10-year Treasury Portfolio iShares Lifepath Fund Portfolio
Portfolio Risk Low Medium
Asset Allocation Stocks 0% 40.42%
Fixed Income 100% 59.58%
Commodities 0% 0%
30 Years Stats Return +4.85% +6.61%
Std Dev 6.78% 6.98%
Max Drawdown -23.18% -21.23%
All time Stats
(Since Jan 1985)
Return +6.48% +8.08%
Std Dev 7.23% 7.25%
Max Drawdown -23.18% -21.23%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
10-year Treasury Portfolio +0.73 +5.02 -1.56 -0.61 +1.16 +4.85 +6.48
iShares Lifepath Fund Portfolio +1.69 +11.40 +9.79 +5.01 +4.91 +6.61 +8.08
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

10-year Treasury Portfolio: an investment of 1$, since April 1994, now would be worth 4.14$, with a total return of 314.12% (4.85% annualized).

iShares Lifepath Fund Portfolio: an investment of 1$, since April 1994, now would be worth 6.83$, with a total return of 583.11% (6.61% annualized).

10-year Treasury Portfolio: an investment of 1$, since January 1985, now would be worth 11.76$, with a total return of 1075.68% (6.48% annualized).

iShares Lifepath Fund Portfolio: an investment of 1$, since January 1985, now would be worth 21.09$, with a total return of 2009.13% (8.08% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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10-year Treasury 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
-23.18% Aug 2020 Oct 2023 (39) In progress (44) 13.61
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-18.92% Jan 2022 Sep 2022 (9) In progress (27) 10.78
-9.34% Oct 1998 Jan 2000 (16) Aug 2000 (23) 5.17
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.60% May 2013 Dec 2013 (8) Nov 2014 (19) 4.38
-7.18% Aug 2016 Apr 2018 (21) May 2019 (34) 4.82
-7.15% Feb 2001 Sep 2002 (20) May 2003 (28) 3.70
-6.90% Feb 1996 May 1996 (4) Nov 1996 (10) 4.58
-6.65% Jan 2009 Jun 2009 (6) Jun 2010 (18) 4.33
-6.60% Nov 2001 Mar 2002 (5) Jul 2002 (9) 3.77
-5.68% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.83
-5.64% May 2011 Sep 2011 (5) Jan 2012 (9) 2.15
-5.36% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.49
-5.27% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.66
-4.85% Apr 2004 May 2004 (2) Oct 2004 (7) 2.96
-4.67% Sep 2010 Mar 2011 (7) Jul 2011 (11) 2.74
-4.45% May 2015 Sep 2015 (5) May 2016 (13) 2.49
-4.25% Feb 2015 Jun 2015 (5) Jan 2016 (12) 2.34
-4.15% Apr 2008 May 2008 (2) Nov 2008 (8) 2.19

Drawdown comparison chart since January 1985.

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10-year Treasury 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
-23.18% Aug 2020 Oct 2023 (39) In progress (44) 13.61
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-18.92% Jan 2022 Sep 2022 (9) In progress (27) 10.78
-10.87% Mar 1987 Sep 1987 (7) Jan 1988 (11) 5.88
-10.86% Sep 1987 Nov 1987 (3) Sep 1988 (13) 4.84
-10.14% Nov 1993 Nov 1994 (13) May 1995 (19) 6.64
-9.34% Oct 1998 Jan 2000 (16) Aug 2000 (23) 5.17
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.60% May 2013 Dec 2013 (8) Nov 2014 (19) 4.38
-7.18% Aug 2016 Apr 2018 (21) May 2019 (34) 4.82
-7.15% Feb 2001 Sep 2002 (20) May 2003 (28) 3.70
-7.10% Aug 1990 Sep 1990 (2) Jan 1991 (6) 3.86
-6.90% Feb 1996 May 1996 (4) Nov 1996 (10) 4.58
-6.65% Jan 2009 Jun 2009 (6) Jun 2010 (18) 4.33
-6.60% Nov 2001 Mar 2002 (5) Jul 2002 (9) 3.77
-5.78% Jan 1990 Apr 1990 (4) Jun 1990 (6) 3.32
-5.68% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.83
-5.64% May 2011 Sep 2011 (5) Jan 2012 (9) 2.15
-5.36% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.49
-5.27% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.66

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.
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Year Return Drawdown Return Drawdown
2024
-1.30%
-2.08%
+2.58%
-0.08%
2023
+3.64%
-8.81%
+11.93%
-6.77%
2022
-15.19%
-16.91%
-15.14%
-18.92%
2021
-3.33%
-5.73%
+8.05%
-2.34%
2020
+10.01%
-2.02%
+11.47%
-8.33%
2019
+8.03%
-2.59%
+16.20%
-1.68%
2018
+0.99%
-3.19%
-3.49%
-5.27%
2017
+2.55%
-1.90%
+11.24%
0.00%
2016
+1.00%
-6.50%
+6.11%
-1.80%
2015
+1.51%
-4.25%
-0.37%
-4.45%
2014
+9.07%
-1.05%
+6.00%
-1.78%
2013
-6.09%
-7.60%
+9.07%
-2.99%
2012
+3.66%
-2.67%
+9.09%
-2.74%
2011
+15.64%
-1.29%
+3.66%
-5.64%
2010
+9.37%
-4.30%
+10.07%
-3.83%
2009
-6.59%
-6.65%
+15.04%
-9.43%
2008
+17.91%
-4.15%
-12.05%
-16.28%
2007
+10.37%
-1.85%
+7.94%
-1.18%
2006
+2.52%
-2.87%
+10.06%
-1.54%
2005
+2.64%
-3.19%
+5.27%
-1.53%
2004
+4.12%
-4.85%
+9.19%
-2.78%
2003
+5.29%
-5.68%
+16.31%
-1.16%
2002
+15.45%
-4.13%
-1.88%
-6.04%
2001
+5.40%
-5.21%
-0.13%
-5.51%
2000
+17.28%
-1.12%
+3.22%
-3.16%
1999
-7.83%
-8.11%
+8.91%
-2.48%
1998
+14.64%
-1.61%
+13.44%
-5.36%
1997
+11.97%
-2.02%
+14.26%
-3.07%
1996
-0.00%
-6.90%
+8.55%
-1.74%
1995
+25.55%
-1.23%
+21.33%
0.00%
1994
-7.19%
-9.56%
-0.37%
-4.89%
1993
+12.97%
-2.55%
+13.45%
-2.48%
1992
+7.23%
-4.02%
+4.84%
-2.92%
1991
+18.91%
-0.54%
+19.41%
-2.35%
1990
+7.70%
-4.48%
+0.16%
-7.10%
1989
+17.84%
-2.30%
+17.85%
-0.92%
1988
+6.90%
-4.60%
+12.45%
-1.92%
1987
-2.64%
-10.87%
+5.68%
-10.86%
1986
+21.35%
-3.93%
+22.44%
-3.57%
1985
+29.85%
-3.33%
+28.90%
-0.72%