iShares Lifepath Fund vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 31 May 2023

The iShares Lifepath Fund Portfolio obtained a 6.36% compound annual return, with a 6.89% standard deviation, in the last 30 Years.

The Tyler Golden Butterfly Portfolio obtained a 7.52% compound annual return, with a 7.52% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Tyler Golden Butterfly Portfolio
Risk Medium High
Asset Allocation Stocks 40.42% 40%
Fixed Income 59.58% 40%
Commodities 0% 20%
30 Years Stats Return +6.36% +7.52%
Std Dev 6.89% 7.52%
Max Drawdown -21.23% -17.79%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
iShares Lifepath Fund Portfolio -1.13 +1.71 -1.54 +3.71 +4.61 +6.36 +7.99
Tyler Golden Butterfly Portfolio -1.57 +1.35 -1.61 +4.68 +5.50 +7.52 +8.54
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

iShares Lifepath Fund Portfolio: an investment of 1000$, since June 1993, now would be worth 6359.49$, with a total return of 535.95% (6.36% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1000$, since June 1993, now would be worth 8793.91$, with a total return of 779.39% (7.52% annualized).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 19142.48$, with a total return of 1814.25% (7.99% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1000$, since January 1985, now would be worth 23281.94$, with a total return of 2228.19% (8.54% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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iShares Lifepath Fund Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-17.79% Jan 2022 Sep 2022
-14.81% Mar 2008 Feb 2009
-9.44% May 1998 Aug 1998
-8.33% Feb 2020 Mar 2020
-7.16% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.86% Jun 2002 Jul 2002
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.99% Feb 2001 Mar 2001
-4.89% Feb 1994 Jun 1994
-4.64% Feb 1994 Jun 1994
-4.45% May 2015 Sep 2015
-4.36% Apr 2004 Apr 2004
-3.84% Apr 2013 Jun 2013

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-17.79% Jan 2022 Sep 2022
-14.81% Mar 2008 Feb 2009
-10.93% Sep 1987 Nov 1987
-10.86% Sep 1987 Nov 1987
-9.44% May 1998 Aug 1998
-8.33% Feb 2020 Mar 2020
-7.94% Jan 1990 Oct 1990
-7.16% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.86% Jun 2002 Jul 2002
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.99% Feb 2001 Mar 2001

Yearly Returns

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

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Year iShares Lifepath Fund Portfolio Tyler Golden Butterfly Portfolio
2023
 +4.22% +3.71%
2022
 -15.14% -13.35%
2021
 +8.05% +9.35%
2020
 +11.47% +13.93%
2019
 +16.20% +18.03%
2018
 -3.49% -4.03%
2017
 +11.24% +10.96%
2016
 +6.11% +10.82%
2015
 -0.37% -3.71%
2014
 +6.00% +9.13%
2013
 +9.07% +6.26%
2012
 +9.09% +8.84%
2011
 +3.66% +8.86%
2010
 +10.07% +16.54%
2009
 +15.04% +10.77%
2008
 -12.05% -4.18%
2007
 +7.94% +9.58%
2006
 +10.06% +12.44%
2005
 +5.27% +8.04%
2004
 +9.19% +9.88%
2003
 +16.31% +18.85%
2002
 -1.88% +3.15%
2001
 -0.13% +2.71%
2000
 +3.22% +6.88%
1999
 +8.91% +4.24%
1998
 +13.44% +8.03%
1997
 +14.26% +13.09%
1996
 +8.55% +8.18%
1995
 +21.33% +21.86%
1994
 -0.37% -1.98%
1993
 +13.45% +14.50%
1992
 +4.84% +9.15%
1991
 +19.41% +19.14%
1990
 +0.16% -2.51%
1989
 +17.85% +14.78%
1988
 +12.45% +9.18%
1987
 +5.68% +5.10%
1986
 +22.44% +17.75%
1985
 +28.90% +25.09%