Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Ishares Lifepath Target Date 2060 ETF(ITDH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ITDH
11/13/2026: ITDH (3-star) is currently NOT-A-BUY. Pass it for now.
ITDH is a target-date ETF designed for investors planning to retire near 2060, providing a hands-off, diversified approach by automatically adjusting its asset allocation over time. Its main strengths include the expertise of BlackRock, broad diversification, and the convenience of a set-it-and-forget-it structure. It is primarily intended for long-term retirement planning rather than short-term trading. Key risks include systemic market volatility and potential long-term equity underperformance. The fund is best suited for long-term investors who prefer passive management and a professionally managed glide path.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The 2060 target date mandates a high-growth equity allocation for the majority of the investment horizon. |
| Momentum investor | Weak fit | This is a long-term strategic vehicle, not intended for tactical momentum trading. |
| Value investor | Mixed fit | The fund provides broad market exposure rather than a specific value factor tilt. |
| Dividend/Income investor | Mixed fit | Income is secondary to long-term growth for this specific target-date vintage. |
| Low-risk investor | Weak fit | The high initial equity weighting is not suitable for investors with a low tolerance for volatility. |
Investor Profile
Ideal Investor Profile
Younger investors or those expecting to retire around 2060 who want a hands-off, diversified investment strategy.
Suitability
Best for long-term passive index followers who prioritize simplicity and automatic rebalancing over active trading.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The high equity component makes the fund subject to broader stock market fluctuations. |
| Market risk | Medium / high | As a diversified portfolio, it remains susceptible to systemic global market downturns. |
| Concentration | Low | The fund is highly diversified across thousands of underlying securities. |
| Tracking/expense | Low | BlackRock's efficient management structure minimizes tracking error relative to the strategy. |
| Liquidity | Low | The underlying holdings are highly liquid, facilitating efficient fund trading. |
| Business/sector quality | Medium | The fund's performance is tied to the long-term health of global economic sectors. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
The fund exhibits moderate-to-high volatility consistent with a long-term equity-heavy portfolio.
Market Risk
Primary risks include systemic global market downturns and the performance of the underlying asset classes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | Global Equities (via underlying iShares ETFs) | 90 | High equity exposure provides the necessary growth potential for an investor with a long time horizon until 2060. |
| Fixed-income type | Global Fixed Income (via underlying iShares ETFs) | 10 | A small allocation to bonds provides initial diversification and reduces overall portfolio volatility. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 20.03% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.