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LPBRX: BLACKROCK LIFEPATH DYNAMIC 2025 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 13.05 0.06(0.46%) April 26
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (52%) |
Start Date: | 06/30/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.58% |
Expenses | 0.59% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/30/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 0.9 | 8.5 | -0.2 | 4.6 | 4.9 | 6.2 | 12.8 | -22.0 | 17.0 | 12.4 | 19.0 | -5.1 | 14.6 | 6.4 | -2.4 | 2.1 | 14.0 | 11.4 | -0.0 | 12.1 |
Sharpe Ratio | NA | -0.13 | 0.55 | -0.21 | 0.24 | 0.38 | 0.51 | 0.99 | -1.52 | 1.58 | 0.72 | 2.8 | -0.77 | 3.69 | 0.72 | -0.27 | 0.32 | 1.85 | 1.38 | 0.0 | 1.93 |
Draw Down(%) | NA | 3.4 | 8.4 | 26.6 | 26.6 | 26.6 | 26.6 | 8.4 | 26.6 | 3.3 | 22.2 | 3.2 | 11.3 | 1.3 | 6.7 | 9.5 | 4.9 | 6.2 | 7.1 | 13.7 | 4.5 |
Standard Deviation(%) | NA | 7.5 | 8.5 | 12.0 | 12.3 | 10.1 | 10.5 | 8.8 | 15.4 | 10.8 | 16.7 | 6.3 | 8.4 | 3.8 | 8.7 | 8.8 | 6.6 | 7.6 | 8.3 | 16.3 | 13.0 |
Treynor Ratio | NA | -0.01 | 0.05 | -0.03 | 0.17 | 0.17 | 0.16 | 0.13 | -0.28 | 0.21 | 1.05 | 4.25 | -0.41 | 0.18 | 0.07 | -0.03 | 0.03 | 0.16 | 0.14 | 0.0 | 0.26 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.04 | 0.03 | 0.04 | 0.06 | -0.02 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.04 |
Beta | NA | 1.0 | 0.93 | 0.86 | 0.17 | 0.23 | 0.33 | 0.66 | 0.85 | 0.83 | 0.11 | 0.04 | 0.16 | 0.8 | 0.93 | 0.91 | 0.82 | 0.87 | 0.8 | 0.92 | 0.98 |
RSquared | NA | 0.8 | 0.62 | 0.49 | 0.09 | 0.15 | 0.25 | 0.46 | 0.56 | 0.3 | 0.03 | 0.06 | 0.15 | 0.73 | 0.98 | 0.98 | 0.84 | 0.83 | 0.82 | 0.95 | 0.78 |
Yield(%) | N/A | 0.0 | 3.2 | 4.5 | 4.7 | 5.0 | N/A | 3.7 | 1.1 | 10.4 | 2.4 | 5.4 | 8.5 | 8.1 | 1.0 | 3.6 | 7.1 | 3.6 | 1.4 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 207.7 | -1.0 | -17.7 | N/A | N/A | 193.3 | -90.1 | 371.9 | -49.2 | -44.7 | 10.7 | 758.3 | -73.9 | -50.5 | 106.7 | 181.2 | 33.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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