10-year Treasury vs iShares Lifepath Fund Portfolio Comparison

Last Update: 30 June 2024

The 10-year Treasury Portfolio obtained a 4.92% compound annual return, with a 6.80% standard deviation, in the last 30 Years.

The iShares Lifepath Fund Portfolio obtained a 6.66% compound annual return, with a 7.02% 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 +4.92% +6.66%
Std Dev 6.80% 7.02%
Max Drawdown -23.19% -21.23%
All time Stats
(Since Jan 1985)		 Return +6.43% +8.06%
Std Dev 7.23% 7.26%
Max Drawdown -23.19% -21.23%
Last Update: 30 June 2024

Historical Returns as of Jun 30, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
10-year Treasury Portfolio +1.22 -1.48 +0.15 -1.38 +0.91 +4.92 +6.43
iShares Lifepath Fund Portfolio +1.21 +3.85 +8.96 +4.60 +4.70 +6.66 +8.06
Return over 1 year are annualized.

Capital Growth as of Jun 30, 2024

10-year Treasury Portfolio: an investment of 1$, since July 1994, now would be worth 4.23$, with a total return of 322.92% (4.92% annualized).

iShares Lifepath Fund Portfolio: an investment of 1$, since July 1994, now would be worth 6.92$, with a total return of 591.80% (6.66% annualized).


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10-year Treasury Portfolio: an investment of 1$, since January 1985, now would be worth 11.74$, with a total return of 1073.55% (6.43% annualized).

iShares Lifepath Fund Portfolio: an investment of 1$, since January 1985, now would be worth 21.35$, with a total return of 2035.21% (8.06% annualized).


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Drawdowns

Drawdown comparison chart since July 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
-23.19% Aug 2020 Oct 2023 (39) In progress (47) 14.01
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-18.92% Jan 2022 Sep 2022 (9) In progress (30) 10.30
-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
-23.19% Aug 2020 Oct 2023 (39) In progress (47) 14.01
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-18.92% Jan 2022 Sep 2022 (9) In progress (30) 10.30
-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
-1.48%
 -4.45%
+3.85%
 -2.89%
2023
+3.65%
 -8.82%
+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%