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LIRIX: BlackRock LifePath Idx Rtrmt Prt Inst Cl (MUTUAL FUND)
Basic Info 13.38 0.1(0.75%) May 03
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (15%) |
Start Date: | 06/01/2011 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.34% |
Expenses | 0.39% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/01/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 1.1 | 7.2 | -0.3 | 4.2 | 4.4 | 4.7 | 11.5 | -15.3 | 6.9 | 12.2 | 15.8 | -3.6 | 9.6 | 6.4 | -0.4 | 5.7 | 7.7 | 8.9 | -1.7 |
Sharpe Ratio | NA | -0.58 | 0.4 | -0.35 | 0.26 | 0.45 | 0.54 | 0.98 | -1.47 | 1.25 | 0.96 | 3.33 | -0.82 | 2.94 | 1.09 | -0.07 | 1.43 | 1.54 | 1.93 | -0.28 |
Draw Down(%) | NA | 3.5 | 7.6 | 20.5 | 20.5 | 20.5 | 20.5 | 7.6 | 19.8 | 2.9 | 15.4 | 1.7 | 7.7 | 1.1 | 3.5 | 6.1 | 2.9 | 4.9 | 3.3 | 7.0 |
Standard Deviation(%) | NA | 6.4 | 7.2 | 8.5 | 8.9 | 7.2 | 7.0 | 7.5 | 11.4 | 5.5 | 12.3 | 4.3 | 5.9 | 3.1 | 5.7 | 5.6 | 4.0 | 5.0 | 4.6 | 10.4 |
Treynor Ratio | NA | -0.03 | 0.02 | -0.02 | 0.02 | 0.03 | 0.03 | 0.06 | -0.13 | 0.05 | 0.14 | 0.13 | -0.04 | 0.08 | 0.05 | 0.0 | 0.05 | 0.06 | 0.08 | -0.02 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 |
Beta | NA | 1.25 | 1.22 | 1.26 | 1.09 | 1.13 | 1.15 | 1.15 | 1.3 | 1.28 | 0.84 | 1.08 | 1.33 | 1.09 | 1.29 | 1.3 | 1.19 | 1.22 | 1.11 | 1.35 |
RSquared | NA | 0.95 | 0.9 | 0.93 | 0.7 | 0.75 | 0.77 | 0.76 | 0.98 | 0.95 | 0.43 | 0.65 | 0.93 | 0.63 | 0.92 | 0.96 | 0.9 | 0.9 | 0.76 | 0.88 |
Yield(%) | N/A | 0.0 | 2.3 | 2.4 | 2.8 | 2.8 | N/A | 2.9 | 2.2 | 3.0 | 2.8 | 2.8 | 2.3 | 2.4 | 2.1 | 2.8 | 3.2 | 2.3 | 1.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -14.7 | 10.4 | 17.7 | N/A | N/A | 6.1 | -21.4 | 13.5 | 15.6 | 14.3 | 3.7 | 17.4 | -28.1 | -8.6 | 45.8 | 71.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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