iShares Lifepath Fund vs Stocks/Bonds 40/60 Momentum Portfolio Comparison

Last Update: 30 November 2023

The iShares Lifepath Fund Portfolio obtained a 6.37% compound annual return, with a 7.00% standard deviation, in the last 30 Years.

The Stocks/Bonds 40/60 Momentum Portfolio obtained a 7.75% compound annual return, with a 6.99% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Stocks/Bonds 40/60 Momentum Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 40%
Fixed Income 59.58% 60%
Commodities 0% 0%
30 Years Stats Return +6.37% +7.75%
Std Dev 7.00% 6.99%
Max Drawdown -21.23% -21.11%

Last Update: 30 November 2023

Historical Returns as of Nov 30, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
iShares Lifepath Fund Portfolio +6.28 +2.99 +4.76 +4.50 +4.43 +6.37 +7.96
Stocks/Bonds 40/60 Momentum Portfolio +6.39 +3.99 +0.67 +3.80 +5.44 +7.75 +9.07
(*) Returns over 1 year are annualized

Capital Growth as of Nov 30, 2023

iShares Lifepath Fund Portfolio: an investment of 1$, since December 1993, now would be worth 6.37$, with a total return of 536.88% (6.37% annualized).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since December 1993, now would be worth 9.39$, with a total return of 839.07% (7.75% annualized).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since January 1985, now would be worth 19.72$, with a total return of 1871.55% (7.96% annualized).

: an investment of 1$, since January 1985, now would be worth 29.35$, with a total return of 2835.04% (9.07% annualized).

Drawdowns

Drawdown comparison chart since December 1993.

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iShares Lifepath Fund Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-8.48% Feb 2001 Sep 2002
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-7.10% Feb 2020 Mar 2020
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.45% May 2015 Sep 2015
-4.13% Aug 1998 Aug 1998
-3.83% May 2010 Jun 2010
-3.77% Sep 2020 Oct 2020
-3.62% Jun 2011 Sep 2011
-3.61% Aug 2016 Nov 2016

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-13.77% Sep 1987 Nov 1987
-10.86% Sep 1987 Nov 1987
-8.48% Feb 2001 Sep 2002
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-7.10% Feb 2020 Mar 2020
-7.10% Aug 1990 Sep 1990
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.29% Aug 1990 Sep 1990
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.45% May 2015 Sep 2015

Yearly Returns

Yearly return comparison.

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Year iShares Lifepath Fund Portfolio Stocks/Bonds 40/60 Momentum Portfolio
2023
 +7.34% +2.75%
2022
 -15.14% -15.17%
2021
 +8.05% +4.23%
2020
 +11.47% +16.57%
2019
 +16.20% +16.20%
2018
 -3.49% -0.73%
2017
 +11.24% +17.14%
2016
 +6.11% +3.51%
2015
 -0.37% +3.91%
2014
 +6.00% +9.34%
2013
 +9.07% +12.57%
2012
 +9.09% +7.87%
2011
 +3.66% +7.13%
2010
 +10.07% +10.93%
2009
 +15.04% +9.16%
2008
 -12.05% -12.27%
2007
 +7.94% +11.21%
2006
 +10.06% +6.78%
2005
 +5.27% +9.09%
2004
 +9.19% +9.22%
2003
 +16.31% +12.78%
2002
 -1.88% +0.04%
2001
 -0.13% -1.88%
2000
 +3.22% +2.99%
1999
 +8.91% +15.71%
1998
 +13.44% +24.65%
1997
 +14.26% +20.41%
1996
 +8.55% +14.08%
1995
 +21.33% +27.84%
1994
 -0.37% -2.03%
1993
 +13.45% +11.10%
1992
 +4.84% +6.01%
1991
 +19.41% +23.91%
1990
 +0.16% +5.79%
1989
 +17.85% +25.29%
1988
 +12.45% +7.24%
1987
 +5.68% +1.86%
1986
 +22.44% +18.14%
1985
 +28.90% +26.30%