iShares Lifepath Fund vs Credit Suisse Global Market Portfolio Comparison

Last Update: 30 April 2023

The iShares Lifepath Fund Portfolio obtained a 6.45% compound annual return, with a 6.88% standard deviation, in the last 30 Years.

The Credit Suisse Global Market Portfolio obtained a 7.05% compound annual return, with a 8.13% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Credit Suisse Global Market Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 45%
Fixed Income 59.58% 55%
Commodities 0% 0%
30 Years Stats Return +6.45% +7.05%
Std Dev 6.88% 8.13%
Max Drawdown -21.23% -25.90%

Last Update: 30 April 2023

Historical Returns as of Apr 30, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
iShares Lifepath Fund Portfolio +0.78 +8.10 +0.14 +4.14 +4.61 +6.45 +8.04
Credit Suisse Global Market Portfolio +0.80 +10.25 -1.36 +3.73 +4.57 +7.05 +8.87
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2023

iShares Lifepath Fund Portfolio: an investment of 1000$, since May 1993, now would be worth 6520.41$, with a total return of 552.04% (6.45% annualized).

Credit Suisse Global Market Portfolio: an investment of 1000$, since May 1993, now would be worth 7726.36$, with a total return of 672.64% (7.05% annualized).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 19360.79$, with a total return of 1836.08% (8.04% annualized).

Credit Suisse Global Market Portfolio: an investment of 1000$, since January 1985, now would be worth 25965.04$, with a total return of 2496.50% (8.87% annualized).

Drawdowns

Drawdown comparison chart since April 1993.

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iShares Lifepath Fund Portfolio
Credit Suisse Global Market Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-25.90% Nov 2007 Feb 2009
-23.10% Jan 2022 Sep 2022
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-8.34% Feb 2020 Mar 2020
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.85% Feb 1994 Nov 1994
-6.28% Feb 2001 Sep 2001
-6.05% Mar 2015 Sep 2015
-6.00% Feb 2018 Dec 2018
-5.64% May 2011 Sep 2011
-5.62% Jul 1998 Aug 1998
-5.36% Jul 1998 Aug 1998
-5.32% May 2013 Aug 2013
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.45% May 2015 Sep 2015
-4.41% Aug 2016 Nov 2016
-4.15% Apr 2004 Apr 2004

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Credit Suisse Global Market Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-25.90% Nov 2007 Feb 2009
-23.10% Jan 2022 Sep 2022
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-11.04% Sep 1987 Nov 1987
-10.86% Sep 1987 Nov 1987
-9.84% Aug 1990 Sep 1990
-8.34% Feb 2020 Mar 2020
-8.33% Feb 2020 Mar 2020
-7.84% Jan 1990 Apr 1990
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.85% Feb 1994 Nov 1994
-6.28% Feb 2001 Sep 2001
-6.05% Mar 2015 Sep 2015
-6.00% Feb 2018 Dec 2018
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.62% Jul 1998 Aug 1998
-5.36% Jul 1998 Aug 1998

Yearly Returns

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

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Year iShares Lifepath Fund Portfolio Credit Suisse Global Market Portfolio
2023
 +5.41% +6.37%
2022
 -15.14% -19.25%
2021
 +8.05% +7.49%
2020
 +11.47% +12.06%
2019
 +16.20% +19.24%
2018
 -3.49% -4.76%
2017
 +11.24% +13.93%
2016
 +6.11% +6.49%
2015
 -0.37% -1.54%
2014
 +6.00% +10.70%
2013
 +9.07% +5.77%
2012
 +9.09% +12.25%
2011
 +3.66% +6.64%
2010
 +10.07% +11.92%
2009
 +15.04% +17.08%
2008
 -12.05% -12.93%
2007
 +7.94% +7.60%
2006
 +10.06% +12.00%
2005
 +5.27% +7.92%
2004
 +9.19% +11.74%
2003
 +16.31% +19.38%
2002
 -1.88% -0.18%
2001
 -0.13% -0.30%
2000
 +3.22% +2.79%
1999
 +8.91% +9.76%
1998
 +13.44% +13.06%
1997
 +14.26% +10.21%
1996
 +8.55% +8.88%
1995
 +21.33% +21.92%
1994
 -0.37% -3.16%
1993
 +13.45% +20.70%
1992
 +4.84% +4.18%
1991
 +19.41% +25.49%
1990
 +0.16% -1.53%
1989
 +17.85% +21.42%
1988
 +12.45% +14.53%
1987
 +5.68% +3.66%
1986
 +22.44% +25.89%
1985
 +28.90% +31.49%