{
 "cite": {
  "publisher": "ETFIQ",
  "page": "https://etfiq.com/funds/irtr",
  "methodology": "https://etfiq.com/methodology/benchmarks",
  "as_of": "2026-10-20",
  "class": "ETFIQ-computed",
  "license": "https://etfiq.com/license/",
  "license_text": "Computed by ETFIQ. Free to use with attribution: ETFIQ (etfiq.com).",
  "fields_note": "Each return is computed by ETFIQ from Tiingo daily prices; attribution and credit say so in the file.",
  "cite_as": "ETFIQ, IRTR against the ETFIQ benchmark for its band, data as of 2026-10-20, https://etfiq.com/funds/irtr"
 },
 "ticker": "IRTR",
 "seriesId": "S000082197",
 "name": "iShares LifePath Retirement ETF",
 "schema": "3",
 "spec": "1.15",
 "computed": "2026-10-21T05:15:01-04:00",
 "source": "tiingo-daily",
 "credit": "Data sourced by Tiingo",
 "creditUrl": "https://www.tiingo.com",
 "attribution": {
  "text": "Computed by ETFIQ from Tiingo daily prices",
  "source": "tiingo-daily",
  "from": "2023-10-19",
  "to": "2026-10-20",
  "dates": "the first and last closes of the result rows the figures are computed from",
  "licence": "https://etfiq.com/license/",
  "vendor": {
   "text": "Data sourced by Tiingo",
   "url": "https://www.tiingo.com"
  }
 },
 "band": {
  "id": "moderately-conservative",
  "name": "Moderately conservative",
  "stockShare": 40.201,
  "categoriesAsOf": "2026-10-21"
 },
 "benchmark": {
  "id": "etfiq-strategic-40",
  "name": "ETFIQ Strategic, 40% stocks",
  "url": "/benchmarks/strategic-40/",
  "frozen": "2026-10-03"
 },
 "asOf": "2026-10-20",
 "windows": {
  "1Y": {
   "from": "2025-09-30",
   "to": "2026-09-30",
   "months": 12,
   "fund": 0.051139405109583036,
   "benchmark": 0.05265385501757924,
   "fundAnnualised": 0.051139405109583036,
   "benchmarkAnnualised": 0.05265385501757924,
   "difference": -0.001514449907996207,
   "benchmarkBasis": "hypothetical",
   "differenceAnnualised": -0.001514449907996207
  },
  "ITD": {
   "from": "2023-10-19",
   "to": "2026-10-20",
   "months": 35,
   "fund": 0.4006214051632966,
   "benchmark": 0.3971793079258352,
   "fundAnnualised": 0.11961400234270769,
   "benchmarkAnnualised": 0.11955430513168608,
   "difference": 0.003442097237461361,
   "benchmarkBasis": "hypothetical",
   "annualisedFrom": "2023-10-31",
   "annualisedTo": "2026-09-30",
   "differenceAnnualised": 5.9697211021614294e-05
  },
  "YTD": {
   "from": "2025-12-31",
   "to": "2026-10-20",
   "months": 9,
   "fund": 0.04412529138533805,
   "benchmark": 0.040941662846228244,
   "fundAnnualised": null,
   "benchmarkAnnualised": null,
   "difference": 0.0031836285391098063,
   "differenceAnnualised": null,
   "benchmarkBasis": "hypothetical",
   "ytd": true
  }
 },
 "risk": null,
 "calendarYears": [
  {
   "year": "2025",
   "from": "2024-12-31",
   "to": "2025-12-31",
   "fund": 0.1269819253244291,
   "benchmark": 0.13129546809550052,
   "difference": -0.0043135427710714325,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "7 of the 7 funds in the moderately-conservative band have a total return in 2025; a percentile needs 10",
    "count": 7,
    "withoutFigure": [],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2024",
   "from": "2023-12-29",
   "to": "2024-12-31",
   "fund": 0.07588557999196754,
   "benchmark": 0.07229139136132612,
   "difference": 0.003594188630641426,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "5 of the 7 funds in the moderately-conservative band have a total return in 2024; a percentile needs 10",
    "count": 5,
    "withoutFigure": [
     "FARX",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  }
 ],
 "benchmarkCalendarYears": [
  {
   "year": "2025",
   "from": "2024-12-31",
   "to": "2025-12-31",
   "benchmark": 0.13129546809550052,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2024",
   "from": "2023-12-29",
   "to": "2024-12-31",
   "benchmark": 0.07229139136132612,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2023",
   "from": "2022-12-30",
   "to": "2023-12-29",
   "benchmark": 0.12049980965716944,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2022",
   "from": "2021-12-31",
   "to": "2022-12-30",
   "benchmark": -0.1483807671183941,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2021",
   "from": "2020-12-31",
   "to": "2021-12-31",
   "benchmark": 0.059183957931934206,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2020",
   "from": "2019-12-31",
   "to": "2020-12-31",
   "benchmark": 0.11922234745148352,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2019",
   "from": "2018-12-31",
   "to": "2019-12-31",
   "benchmark": 0.158726454827262,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2018",
   "from": "2017-12-29",
   "to": "2018-12-31",
   "benchmark": -0.03784193040433159,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2017",
   "from": "2016-12-30",
   "to": "2017-12-29",
   "benchmark": 0.11524167192866952,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2016",
   "from": "2015-12-31",
   "to": "2016-12-30",
   "benchmark": 0.050218216556076056,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2015",
   "from": "2014-12-31",
   "to": "2015-12-31",
   "benchmark": -0.002081260487982073,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2014",
   "from": "2013-12-31",
   "to": "2014-12-31",
   "benchmark": 0.051103839558885866,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2013",
   "from": "2012-12-31",
   "to": "2013-12-31",
   "benchmark": 0.07403477581023177,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2012",
   "from": "2011-12-30",
   "to": "2012-12-31",
   "benchmark": 0.09207888194049652,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2011",
   "from": "2010-12-31",
   "to": "2011-12-30",
   "benchmark": 0.018739002781941183,
   "benchmarkBasis": "hypothetical"
  }
 ],
 "riskByWindow": {
  "3Y": {
   "from": "2023-09-29",
   "to": "2026-09-30",
   "months": 36,
   "benchmarkBasis": "hypothetical",
   "benchmark": {
    "volatility": 0.07250435528584434,
    "maxDrawdown": -0.0646616743832642,
    "maxDrawdownPeak": "2024-12-06",
    "maxDrawdownTrough": "2025-04-08",
    "worstMonth": -0.03544726935620324,
    "worstMonthMonth": "2026-03",
    "sharpe": 0.8410741007183562
   },
   "fund": {
    "absent": "the fund has 3.0 years of prices (first close 2023-10-19), 35 monthly returns to the last month end before 2026-10-20; the 3Y risk window needs 36"
   }
  },
  "5Y": {
   "from": "2021-09-30",
   "to": "2026-09-30",
   "months": 60,
   "benchmarkBasis": "hypothetical",
   "benchmark": {
    "volatility": 0.0917618910102719,
    "maxDrawdown": -0.20317578808616144,
    "maxDrawdownPeak": "2021-11-09",
    "maxDrawdownTrough": "2022-10-14",
    "worstMonth": -0.06310286178629809,
    "worstMonthMonth": "2022-09",
    "sharpe": 0.06921181775615168
   },
   "fund": {
    "absent": "the fund has 3.0 years of prices (first close 2023-10-19), 35 monthly returns to the last month end before 2026-10-20; the 5Y risk window needs 60"
   }
  },
  "10Y": {
   "from": "2016-09-30",
   "to": "2026-09-30",
   "months": 120,
   "benchmarkBasis": "hypothetical",
   "benchmark": {
    "volatility": 0.07930194231950201,
    "maxDrawdown": -0.20317578808616144,
    "maxDrawdownPeak": "2021-11-09",
    "maxDrawdownTrough": "2022-10-14",
    "worstMonth": -0.0648948671694366,
    "worstMonthMonth": "2020-03",
    "sharpe": 0.4247406301156115
   },
   "fund": {
    "absent": "the fund has 3.0 years of prices (first close 2023-10-19), 35 monthly returns to the last month end before 2026-10-20; the 10Y risk window needs 120"
   }
  },
  "benchmarkRelative": "the benchmark measured against itself has no beta, correlation, tracking error or capture: stats leaves them absent, \"measured against itself\""
 },
 "commonPeriod": {
  "from": "2023-10-31",
  "to": "2026-09-30",
  "firstMonth": "2023-11",
  "lastMonth": "2026-09",
  "months": 35,
  "fundAnnualised": 0.11961400234270769,
  "benchmarkAnnualised": 0.11955430513168608,
  "differenceAnnualised": 5.9697211021614294e-05,
  "benchmarkBasis": "hypothetical",
  "fundVolatility": null,
  "benchmarkVolatility": null,
  "fundMaxDrawdown": -0.06290588975383016,
  "fundMaxDrawdownPeak": "2025-02-26",
  "fundMaxDrawdownTrough": "2025-04-08",
  "benchmarkMaxDrawdown": -0.0646616743832642,
  "benchmarkMaxDrawdownPeak": "2024-12-06",
  "benchmarkMaxDrawdownTrough": "2025-04-08"
 },
 "benchmarkWindows": {
  "1Y": {
   "from": "2025-09-30",
   "to": "2026-09-30",
   "months": 12,
   "benchmark": 0.05265385501757924,
   "benchmarkAnnualised": 0.05265385501757924,
   "benchmarkBasis": "hypothetical"
  },
  "3Y": {
   "from": "2023-09-29",
   "to": "2026-09-30",
   "months": 36,
   "benchmark": 0.3610055893398383,
   "benchmarkAnnualised": 0.10820465374664301,
   "benchmarkBasis": "hypothetical"
  },
  "5Y": {
   "from": "2021-09-30",
   "to": "2026-09-30",
   "months": 60,
   "benchmark": 0.2265471089312847,
   "benchmarkAnnualised": 0.041686046141983235,
   "benchmarkBasis": "hypothetical"
  },
  "10Y": {
   "from": "2016-09-30",
   "to": "2026-09-30",
   "months": 120,
   "benchmark": 0.7376270429999849,
   "benchmarkAnnualised": 0.056806940218336655,
   "benchmarkBasis": "hypothetical"
  },
  "ITD": {
   "from": "2010-01-04",
   "to": "2026-10-20",
   "months": 200,
   "benchmark": 1.5384020371641283,
   "benchmarkAnnualised": 0.058440856287178544,
   "benchmarkBasis": "hypothetical",
   "annualisedFrom": "2010-01-29",
   "annualisedTo": "2026-09-30"
  }
 },
 "partialHistory": {
  "state": "partial",
  "shortSeries": "fund",
  "fundFirstClose": "2023-10-19",
  "benchmarkFirstClose": "2010-01-04",
  "sharedFrom": "2023-10-19",
  "fundMonths": 35,
  "fundLacks": [
   "3Y",
   "5Y",
   "10Y"
  ]
 },
 "percentiles": {
  "rule": "the funds categories.json places in the moderately-conservative band today, each measured in every window it existed; fewer than 10 with a figure and the percentile is absent; the benchmark is placed against the set and not counted in it",
  "minimum": 10,
  "considered": 7,
  "dropped": [],
  "windows": {
   "1Y": {
    "return": {
     "absent": "7 of the 7 funds in the moderately-conservative band have a total return over 1Y to 2026-09-30; a percentile needs 10",
     "count": 7,
     "withoutFigure": [],
     "otherDates": [],
     "dropped": []
    },
    "volatility": {
     "absent": "IRTR has no volatility over 1Y: 12 monthly returns; volatility needs 36"
    },
    "maxDrawdown": {
     "absent": "7 of the 7 funds in the moderately-conservative band have a maximum drawdown over 1Y to 2026-09-30; a percentile needs 10",
     "count": 7,
     "withoutFigure": [],
     "otherDates": [],
     "dropped": []
    }
   },
   "3Y": {
    "return": {
     "absent": "IRTR has no annualised return over 3Y: 35 whole months in the history; the window needs 36"
    },
    "volatility": {
     "absent": "IRTR has no volatility over 3Y: 35 whole months in the history; the window needs 36"
    },
    "maxDrawdown": {
     "absent": "IRTR has no maximum drawdown over 3Y: 35 whole months in the history; the window needs 36"
    }
   },
   "5Y": {
    "return": {
     "absent": "IRTR has no annualised return over 5Y: 35 whole months in the history; the window needs 60"
    },
    "volatility": {
     "absent": "IRTR has no volatility over 5Y: 35 whole months in the history; the window needs 60"
    },
    "maxDrawdown": {
     "absent": "IRTR has no maximum drawdown over 5Y: 35 whole months in the history; the window needs 60"
    }
   },
   "10Y": {
    "return": {
     "absent": "IRTR has no annualised return over 10Y: 35 whole months in the history; the window needs 120"
    },
    "volatility": {
     "absent": "IRTR has no volatility over 10Y: 35 whole months in the history; the window needs 120"
    },
    "maxDrawdown": {
     "absent": "IRTR has no maximum drawdown over 10Y: 35 whole months in the history; the window needs 120"
    }
   }
  }
 },
 "costs": {
  "fundExpenseRatio": {
   "value": 0.08,
   "unit": "percent",
   "source": "485BPOS XBRL",
   "date": "2025-11-21",
   "url": "https://www.sec.gov/Archives/edgar/data/1100663/000119312525291438/",
   "path": "site/data/core.json"
  },
  "holdingsWeightedExpenseRatio": {
   "value": 0.079393,
   "unit": "percent",
   "booksAsOf": "2026-10-19",
   "path": "site/data/books/irtr.json",
   "rows": 16,
   "fundWeight": 96.93,
   "funds": [
    {
     "ticker": "GOVT",
     "row": "ISHARES US TREASURY BOND ETF",
     "weight": 25.35,
     "expenseRatio": 0.05,
     "date": "2026-02-23",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IWB",
     "row": "ISHARES RUSSELL 1000 ETF",
     "weight": 24.05,
     "expenseRatio": 0.15,
     "date": "2026-07-27",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "MBB",
     "row": "ISHARES MBS ETF",
     "weight": 12.81,
     "expenseRatio": 0.04,
     "date": "2026-06-18",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "STIP",
     "row": "ISHARES 0-5 YEAR TIPS BOND ETF",
     "weight": 9.73,
     "expenseRatio": 0.03,
     "date": "2026-02-23",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IDEV",
     "row": "ISHARES CORE MSCI INT DEVEL ETF",
     "weight": 8.67,
     "expenseRatio": 0.04,
     "date": "2025-11-21",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IGSB",
     "row": "ISHARES 1-5 YR INV GRD CORP BD ETF",
     "weight": 4.21,
     "expenseRatio": 0.04,
     "date": "2026-06-18",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IEMG",
     "row": "ISHARES CORE MSCI EMERGING MARKETS",
     "weight": 3.95,
     "expenseRatio": 0.09,
     "date": "2025-12-19",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "TLH",
     "row": "ISHARES 10-20 YEAR TREASURY BOND E",
     "weight": 3.34,
     "expenseRatio": 0.15,
     "date": "2026-06-18",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IGLB",
     "row": "ISHARES 10+ YR INV GR CRP BOND ETF",
     "weight": 2.02,
     "expenseRatio": 0.04,
     "date": "2026-06-18",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IGF",
     "row": "ISHARES GLOBAL INFRASTRUCTURE ETF",
     "weight": 1.83,
     "expenseRatio": 0.37,
     "date": "2026-07-27",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "USRT",
     "row": "ISHARES CORE U.S. REIT ETF",
     "weight": 0.49,
     "expenseRatio": 0.08,
     "date": "2026-08-21",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IWM",
     "row": "ISHARES RUSSELL 2000 ETF",
     "weight": 0.48,
     "expenseRatio": 0.19,
     "date": "2026-07-27",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    }
   ],
   "notJoined": [
    {
     "row": "ISHARES 5-10 YR INV GRD CRP BD ETF",
     "ticker": "IGIB",
     "weight": 2.91,
     "why": "the ticker is 'iShares 5-10 Year Investment Grade Corporate Bond ETF' on ETFIQ; the names do not match (3 of 7 words found)"
    },
    {
     "row": "USD CASH",
     "ticker": "USD",
     "weight": 0.0,
     "why": "the ticker is 'ProShares Ultra Semiconductors' on ETFIQ; the names do not match (0 of 2 words found)"
    }
   ]
  }
 },
 "absent": [
  {
   "field": "windows.3Y",
   "reason": "the fund has 3.0 years of prices (first close 2023-10-19), 35 whole months to the last month end before 2026-10-20; the 3Y window needs 36"
  },
  {
   "field": "windows.5Y",
   "reason": "the fund has 3.0 years of prices (first close 2023-10-19), 35 whole months to the last month end before 2026-10-20; the 5Y window needs 60"
  },
  {
   "field": "windows.10Y",
   "reason": "the fund has 3.0 years of prices (first close 2023-10-19), 35 whole months to the last month end before 2026-10-20; the 10Y window needs 120"
  },
  {
   "field": "risk",
   "reason": "the fund has 3.0 years of prices (first close 2023-10-19), 35 monthly returns to the last month end before 2026-10-20; every risk figure needs 36"
  },
  {
   "field": "calendarYears",
   "reason": "the fund's first close is 2023-10-19, so its first whole calendar year is 2024; the benchmark's 13 whole years before it (2011 to 2023) are in benchmarkCalendarYears and not set beside it"
  },
  {
   "field": "riskByWindow.3Y.fund",
   "reason": "the fund has 3.0 years of prices (first close 2023-10-19), 35 monthly returns to the last month end before 2026-10-20; the 3Y risk window needs 36"
  },
  {
   "field": "riskByWindow.5Y.fund",
   "reason": "the fund has 3.0 years of prices (first close 2023-10-19), 35 monthly returns to the last month end before 2026-10-20; the 5Y risk window needs 60"
  },
  {
   "field": "riskByWindow.10Y.fund",
   "reason": "the fund has 3.0 years of prices (first close 2023-10-19), 35 monthly returns to the last month end before 2026-10-20; the 10Y risk window needs 120"
  },
  {
   "field": "commonPeriod.fundVolatility",
   "reason": "35 monthly returns; volatility needs 36"
  },
  {
   "field": "commonPeriod.benchmarkVolatility",
   "reason": "35 monthly returns; volatility needs 36"
  }
 ],
 "units": {
  "windows": "fund, benchmark, fundAnnualised, benchmarkAnnualised: decimal total return (0.0823 is 8.23%); difference: fund minus benchmark, a decimal of return, printed in percentage points; months: whole months",
  "risk": "volatilities and tracking error: annualised decimals; max drawdowns: decimals of value, on daily values; beta, correlation, upCapture, downCapture: ratios",
  "band.stockShare": "percent of net assets, looked through the funds it holds",
  "costs": "expense ratios: percent a year, as ETFIQ's fee files hold them; weights: percent of the book",
  "calendarYears": "fund, benchmark: decimal total return over the calendar year (December close to December close); difference: fund minus benchmark, a decimal of return",
  "riskByWindow": "volatility: annualised decimal; maxDrawdown and worstMonth: decimals, the drawdown on daily values; sharpe, beta, correlation, upCapture, downCapture: ratios; trackingError: annualised decimal",
  "percentiles": "percentile: 0 to 100, the share of the set at or below the figure, ties counted half (scores.pct_rank); value, median, low, high: decimals in the figure's own unit",
  "commonPeriod": "annualised returns and volatility: annualised decimals; maximum drawdowns: decimals"
 },
 "inputs": {
  "categories": {
   "path": "site/data/categories.json",
   "sha256": "2bcf95347545e478",
   "asOf": "2026-10-21",
   "generated": "2026-10-21T05:09:13-04:00",
   "code": {
    "path": "pipeline/categories.py",
    "sha256": "0a6b9a8297f87a3a",
    "bookDateRule": "5b93a30d78f9f9a2"
   }
  },
  "stockShareDate": "2026-07-31",
  "fund": {
   "fetched": "IRTR",
   "first": "2023-10-19",
   "last": "2026-10-20",
   "rows": 753,
   "sha256": "d7f734c3ed6ebc5f",
   "nameCheck": "pass",
   "modelStart": "2023-10-19",
   "modelEnd": "2026-10-20"
  },
  "benchmark": {
   "start": "2010-01-04",
   "end": "2026-10-20",
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  "page": "https://etfiq.com/funds/irtr"
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}