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LPJIX: BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 15.59 0.14(0.91%) May 03
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (53%) |
Start Date: | 06/30/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.50% |
Expenses | 0.34% |
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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 06/30/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 3.9 | 14.9 | 2.6 | 7.5 | 6.9 | 8.6 | 17.5 | -24.5 | 25.4 | 13.9 | 23.7 | -6.4 | 17.1 | 8.0 | -2.1 | 2.0 | 19.1 | 13.9 | -1.3 | 20.8 |
Sharpe Ratio | NA | 0.56 | 1.03 | -0.02 | 0.34 | 0.43 | 0.57 | 1.24 | -1.28 | 1.86 | 0.59 | 2.58 | -0.69 | 3.16 | 0.67 | -0.18 | 0.23 | 2.08 | 1.35 | -0.07 | 3.21 |
Draw Down(%) | NA | 4.1 | 9.7 | 30.4 | 30.4 | 30.4 | 30.4 | 9.7 | 30.4 | 4.3 | 28.6 | 5.0 | 14.7 | 2.6 | 9.5 | 11.6 | 6.7 | 6.7 | 8.9 | 17.1 | 5.5 |
Standard Deviation(%) | NA | 9.4 | 10.2 | 15.4 | 16.3 | 13.5 | 13.6 | 10.7 | 20.3 | 13.7 | 23.1 | 8.6 | 11.2 | 5.2 | 11.7 | 11.9 | 8.4 | 9.2 | 10.3 | 20.2 | 14.0 |
Treynor Ratio | NA | 0.05 | 0.11 | 0.0 | 0.1 | 0.09 | 0.11 | 0.15 | -0.28 | 0.3 | 0.63 | 0.31 | -0.13 | 0.19 | 0.08 | -0.02 | 0.02 | 0.22 | 0.17 | -0.01 | 0.46 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.04 | 0.05 | 0.05 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 |
Beta | NA | 1.06 | 0.94 | 0.91 | 0.53 | 0.64 | 0.73 | 0.91 | 0.91 | 0.84 | 0.21 | 0.71 | 0.61 | 0.87 | 1.02 | 1.0 | 0.85 | 0.86 | 0.81 | 0.93 | 0.98 |
RSquared | NA | 0.83 | 0.65 | 0.5 | 0.23 | 0.36 | 0.5 | 0.61 | 0.57 | 0.3 | 0.05 | 0.48 | 0.39 | 0.72 | 0.98 | 0.98 | 0.84 | 0.81 | 0.82 | 0.95 | 0.98 |
Yield(%) | N/A | 0.0 | 3.1 | 5.2 | 5.4 | 5.8 | N/A | 3.6 | 1.7 | 12.5 | 2.4 | 6.2 | 9.5 | 8.7 | 1.6 | 4.2 | 7.9 | 5.0 | 2.0 | 1.6 | 5.6 |
Dividend Growth(%) | N/A | -100.0 | 120.0 | 5.6 | -13.7 | N/A | N/A | 71.4 | -85.8 | 479.4 | -54.7 | -45.3 | 18.1 | 480.0 | -64.9 | -47.7 | 70.3 | 190.9 | 15.8 | -66.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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