iShares Lifepath Fund vs Stocks/Bonds 40/60 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 Stocks/Bonds 40/60 Portfolio obtained a 6.84% compound annual return, with a 6.83% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Stocks/Bonds 40/60 Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 40%
Fixed Income 59.58% 60%
Commodities 0% 0%
30 Years Stats Return +6.36% +6.84%
Std Dev 6.89% 6.83%
Max Drawdown -21.23% -19.17%

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
Stocks/Bonds 40/60 Portfolio -0.51 +2.03 -0.54 +4.68 +5.55 +6.84 +8.14
(*) 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).

Stocks/Bonds 40/60 Portfolio: an investment of 1000$, since June 1993, now would be worth 7272.57$, with a total return of 627.26% (6.84% 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).

Stocks/Bonds 40/60 Portfolio: an investment of 1000$, since January 1985, now would be worth 20220.51$, with a total return of 1922.05% (8.14% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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iShares Lifepath Fund Portfolio
Stocks/Bonds 40/60 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-19.17% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.63% Jan 2022 Sep 2022
-8.59% Sep 2000 Sep 2002
-8.33% Feb 2020 Mar 2020
-8.09% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.25% Jul 1998 Aug 1998
-5.98% Feb 1994 Jun 1994
-5.64% May 2011 Sep 2011
-5.36% Sep 2018 Dec 2018
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.76% Jun 2011 Sep 2011
-4.45% May 2015 Sep 2015
-3.96% May 2010 Jun 2010
-3.83% May 2010 Jun 2010
-3.79% Apr 2000 May 2000

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Stocks/Bonds 40/60 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-19.17% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.63% Jan 2022 Sep 2022
-13.08% Sep 1987 Nov 1987
-10.86% Sep 1987 Nov 1987
-8.59% Sep 2000 Sep 2002
-8.33% Feb 2020 Mar 2020
-8.09% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.25% Jul 1998 Aug 1998
-5.98% Feb 1994 Jun 1994
-5.78% Jan 1990 Apr 1990
-5.70% Aug 1990 Sep 1990
-5.64% May 2011 Sep 2011
-5.36% Sep 2018 Dec 2018
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994

Yearly Returns

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

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Year iShares Lifepath Fund Portfolio Stocks/Bonds 40/60 Portfolio
2023
 +4.22% +4.96%
2022
 -15.14% -15.67%
2021
 +8.05% +9.15%
2020
 +11.47% +13.04%
2019
 +16.20% +17.57%
2018
 -3.49% -2.15%
2017
 +11.24% +10.63%
2016
 +6.11% +6.64%
2015
 -0.37% +0.48%
2014
 +6.00% +8.51%
2013
 +9.07% +12.12%
2012
 +9.09% +8.47%
2011
 +3.66% +5.14%
2010
 +10.07% +10.69%
2009
 +15.04% +13.74%
2008
 -12.05% -10.67%
2007
 +7.94% +6.30%
2006
 +10.06% +8.84%
2005
 +5.27% +3.96%
2004
 +9.19% +7.66%
2003
 +16.31% +14.68%
2002
 -1.88% -3.23%
2001
 -0.13% +0.67%
2000
 +3.22% +2.61%
1999
 +8.91% +9.07%
1998
 +13.44% +14.45%
1997
 +14.26% +18.06%
1996
 +8.55% +10.53%
1995
 +21.33% +25.22%
1994
 -0.37% -1.66%
1993
 +13.45% +10.06%
1992
 +4.84% +7.93%
1991
 +19.41% +22.10%
1990
 +0.16% +2.76%
1989
 +17.85% +19.43%
1988
 +12.45% +11.34%
1987
 +5.68% +1.97%
1986
 +22.44% +14.89%
1985
 +28.90% +25.86%