iShares Lifepath Fund vs Paul Boyer 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 Paul Boyer Portfolio obtained a 6.32% compound annual return, with a 7.43% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Paul Boyer Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 25%
Fixed Income 59.58% 50%
Commodities 0% 25%
30 Years Stats Return +6.36% +6.32%
Std Dev 6.89% 7.43%
Max Drawdown -21.23% -18.04%

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
Paul Boyer Portfolio -1.70 +2.21 -2.28 +2.61 +3.07 +6.32 +7.61
(*) 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).

Paul Boyer Portfolio: an investment of 1000$, since June 1993, now would be worth 6291.74$, with a total return of 529.17% (6.32% 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).

Paul Boyer Portfolio: an investment of 1000$, since January 1985, now would be worth 16712.20$, with a total return of 1571.22% (7.61% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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iShares Lifepath Fund Portfolio
Paul Boyer Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.04% Jun 2021 Oct 2022
-13.66% Mar 2008 Oct 2008
-9.22% May 1998 Aug 1998
-9.15% Feb 2015 Dec 2015
-8.62% Oct 2012 Jun 2013
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.93% Feb 1994 Jan 1995
-6.74% Aug 2016 Dec 2016
-6.72% Feb 2018 Oct 2018
-5.64% Apr 2004 Apr 2004
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.97% Mar 2000 May 2000
-4.89% Feb 1994 Jun 1994
-4.45% May 2015 Sep 2015
-4.44% Jun 2002 Jul 2002

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Paul Boyer Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.04% Jun 2021 Oct 2022
-13.66% Mar 2008 Oct 2008
-10.86% Sep 1987 Nov 1987
-9.22% May 1998 Aug 1998
-9.15% Feb 2015 Dec 2015
-8.62% Oct 2012 Jun 2013
-8.33% Feb 2020 Mar 2020
-7.71% Mar 1987 Oct 1987
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.93% Feb 1994 Jan 1995
-6.74% Aug 2016 Dec 2016
-6.72% Feb 2018 Oct 2018
-5.78% Jan 1990 Apr 1990
-5.76% Aug 1990 Sep 1990
-5.64% Apr 2004 Apr 2004
-5.64% May 2011 Sep 2011
-5.46% Jan 1990 Apr 1990

Yearly Returns

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

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Year iShares Lifepath Fund Portfolio Paul Boyer Portfolio
2023
 +4.22% +3.10%
2022
 -15.14% -13.57%
2021
 +8.05% +0.51%
2020
 +11.47% +15.04%
2019
 +16.20% +13.97%
2018
 -3.49% -3.50%
2017
 +11.24% +11.87%
2016
 +6.11% +7.19%
2015
 -0.37% -5.29%
2014
 +6.00% +6.63%
2013
 +9.07% -5.67%
2012
 +9.09% +6.80%
2011
 +3.66% +8.99%
2010
 +10.07% +15.54%
2009
 +15.04% +12.50%
2008
 -12.05% +1.32%
2007
 +7.94% +16.13%
2006
 +10.06% +12.57%
2005
 +5.27% +11.99%
2004
 +9.19% +9.39%
2003
 +16.31% +17.95%
2002
 -1.88% +9.85%
2001
 -0.13% +3.66%
2000
 +3.22% +2.00%
1999
 +8.91% +9.10%
1998
 +13.44% +2.30%
1997
 +14.26% +0.72%
1996
 +8.55% +3.88%
1995
 +21.33% +14.46%
1994
 -0.37% -5.01%
1993
 +13.45% +25.08%
1992
 +4.84% +3.02%
1991
 +19.41% +24.71%
1990
 +0.16% +0.64%
1989
 +17.85% +21.34%
1988
 +12.45% +7.47%
1987
 +5.68% -0.04%
1986
 +22.44% +17.71%
1985
 +28.90% +21.84%