Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 09/25/2020.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BLGIX (LifePath Active 2035 Port Inst Shares) | NA | 6.85% | 5.87% | 8.37% | NA | NA | NA | 6.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLGIX (LifePath Active 2035 Port Inst Shares) | 11/28/2012 | 09/25/2020 |
The return data shown below all have the same latest date: 09/25/2020.
AR inception is since 11/28/2012.
AR inception is since 11/28/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.85 | 5.87 | 8.37 | NA | NA | NA | 6.67 | 0.83 | 21.25 | -7.59 | 18.98 | 7.75 | -3.30 | 5.33 | 9.13 | -2.38 |
| Sharpe Ratio | NA | 0.28 | 0.32 | 0.57 | NA | NA | NA | 0.43 | 0.03 | 2.38 | -0.80 | 3.53 | 0.61 | -0.27 | 0.60 | 0.77 | -1.39 |
| Standard Deviation(%) | NA | 22.44 | 15.21 | 13.46 | NA | NA | NA | 12.70 | 25.93 | 8.34 | 11.20 | 5.22 | 12.39 | 12.15 | 8.89 | 11.85 | 17.40 |
| Draw Down(%) | NA | 27.42 | 27.42 | 27.42 | NA | NA | NA | 27.42 | 27.42 | 4.83 | 14.80 | 1.81 | 10.38 | 11.90 | 7.02 | 7.90 | 5.88 |
| Yield(%) | 0.00 | 23.99 | 11.57 | 10.04 | 5.64 | 3.76 | 2.82 | 8.06 | 15.58 | 10.05 | 7.96 | 3.28 | 3.60 | 7.14 | 6.45 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLGIX (LifePath Active 2035 Port Inst Shares) |
0.29%
Nov 2013 - Nov 2016 |
2.24%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLGIX (LifePath Active 2035 Port Inst Shares) |
11.14%
Feb 2016 - Feb 2019 |
8.11%
Aug 2015 - Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart