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LPRFX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info 23.02 0(0.0%) May 08
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (89%) |
Start Date: | 07/01/2008 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.80% |
Expenses | 0.34% |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/01/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.7 | 7.0 | 20.9 | 4.1 | 9.3 | 8.2 | 10.0 | 7.1 | 22.0 | -28.9 | 34.3 | 9.3 | 19.3 | 1.5 | 21.4 | 8.9 | -2.7 | 5.3 | 19.5 | 15.8 | -4.1 | 13.1 | 30.1 | -32.4 |
Sharpe Ratio | NA | 1.18 | 1.35 | 0.08 | 0.36 | 0.4 | NA | 0.3 | 1.31 | -1.18 | 1.93 | 0.31 | 1.13 | 0.01 | 3.47 | 0.62 | -0.19 | 0.56 | 1.87 | 1.23 | -0.16 | 0.65 | 1.01 | -0.94 |
Draw Down(%) | NA | 5.1 | 11.6 | 35.7 | 35.7 | 35.7 | NA | 50.4 | 11.6 | 35.7 | 5.5 | 34.3 | 11.5 | 17.7 | 1.7 | 11.5 | 13.3 | 7.7 | 7.5 | 11.2 | 21.6 | 16.0 | 28.9 | 46.5 |
Standard Deviation(%) | NA | 12.8 | 12.9 | 19.8 | 20.8 | 17.6 | NA | 21.1 | 13.7 | 25.7 | 17.8 | 28.9 | 15.8 | 18.0 | 6.0 | 14.0 | 14.0 | 9.5 | 10.4 | 12.9 | 25.2 | 19.9 | 29.8 | 58.2 |
Treynor Ratio | NA | 0.17 | 0.2 | 0.02 | 0.22 | 0.16 | NA | 0.08 | 0.23 | -0.41 | 0.59 | 3.63 | 0.49 | 0.01 | 0.29 | 0.09 | -0.03 | 0.07 | 0.22 | 0.18 | -0.04 | 0.12 | 0.28 | -0.51 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.02 | 0.01 | NA | 0.0 | 0.0 | -0.07 | 0.06 | 0.05 | 0.03 | 0.01 | 0.02 | -0.01 | -0.02 | -0.02 | -0.03 | 0.01 | -0.02 | -0.01 | 0.01 | -0.02 |
Beta | NA | 0.88 | 0.86 | 0.72 | 0.34 | 0.44 | NA | 0.76 | 0.79 | 0.73 | 0.58 | 0.02 | 0.37 | 0.39 | 0.72 | 1.01 | 0.88 | 0.79 | 0.89 | 0.91 | 1.04 | 1.06 | 1.08 | 1.07 |
RSquared | NA | 0.67 | 0.61 | 0.4 | 0.12 | 0.2 | NA | 0.54 | 0.58 | 0.49 | 0.17 | 0.0 | 0.09 | 0.13 | 0.64 | 0.9 | 0.94 | 0.91 | 0.9 | 0.8 | 0.94 | 0.93 | 0.98 | 0.98 |
Yield(%) | N/A | 0.0 | 2.8 | 6.3 | 6.7 | 7.0 | 9.1 | N/A | 3.2 | 1.9 | 17.0 | 2.3 | 6.9 | 12.3 | 6.5 | 1.9 | 8.0 | 14.0 | 7.8 | 4.0 | 3.7 | 2.3 | 4.9 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | 101.8 | 8.7 | -25.0 | N/A | N/A | N/A | 31.8 | -88.5 | 714.9 | -60.2 | -55.3 | 118.2 | 266.7 | -79.0 | -47.0 | 93.5 | 125.0 | -1.4 | 72.5 | -41.2 | 750.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2008
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