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LPRRX: BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 9.64 0.03(0.31%) May 14
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (20%) |
Start Date: | 05/03/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 7.64% |
Expenses | 1.04% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/03/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 3.2 | 10.1 | 0.9 | 4.7 | 4.3 | 4.7 | 12.0 | -22.7 | 16.6 | 12.4 | 16.2 | -4.1 | 11.1 | 5.2 | -2.1 | -0.9 | 11.1 | 8.2 | 3.4 | 2.9 |
Sharpe Ratio | NA | 0.58 | 0.45 | -0.16 | 0.25 | 0.34 | 0.44 | 0.65 | -1.57 | 1.37 | 0.91 | 3.16 | -0.89 | 3.64 | 0.89 | -0.38 | -0.14 | 1.54 | 1.72 | 0.38 | 0.52 |
Draw Down(%) | NA | 3.2 | 8.0 | 27.1 | 27.1 | 27.1 | 27.1 | 8.0 | 27.1 | 4.5 | 18.5 | 2.0 | 8.6 | 1.2 | 3.6 | 6.9 | 6.0 | 5.2 | 3.6 | 6.8 | 5.6 |
Standard Deviation(%) | NA | 7.3 | 11.9 | 13.3 | 12.2 | 9.3 | 8.8 | 12.0 | 15.4 | 12.1 | 13.3 | 4.7 | 6.0 | 2.9 | 5.6 | 5.5 | 6.4 | 7.2 | 4.7 | 8.8 | 8.0 |
Treynor Ratio | NA | 0.03 | 0.04 | -0.02 | 0.03 | 0.03 | 0.04 | 0.07 | -0.2 | 0.14 | 0.27 | 0.15 | -0.06 | 0.11 | 0.04 | -0.02 | -0.01 | 0.09 | 0.07 | 0.02 | 0.03 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.03 | 0.04 | 0.03 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.03 | 0.01 | -0.01 | -0.01 | -0.02 |
Beta | NA | 1.36 | 1.19 | 1.2 | 0.9 | 0.95 | 1.03 | 1.06 | 1.21 | 1.21 | 0.45 | 0.98 | 0.88 | 0.98 | 1.28 | 1.26 | 1.27 | 1.25 | 1.2 | 1.37 | 1.33 |
RSquared | NA | 0.89 | 0.31 | 0.34 | 0.26 | 0.32 | 0.39 | 0.25 | 0.48 | 0.17 | 0.11 | 0.45 | 0.39 | 0.57 | 0.93 | 0.94 | 0.41 | 0.44 | 0.85 | 0.88 | 0.9 |
Yield(%) | N/A | 0.0 | 7.7 | 6.5 | 6.4 | 5.7 | N/A | 8.2 | 0.7 | 13.2 | 6.3 | 2.6 | 8.0 | 9.0 | 0.8 | 4.7 | 9.8 | 6.3 | 4.7 | 4.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 668.8 | 30.2 | -8.2 | N/A | N/A | 825.0 | -94.7 | 120.3 | 176.0 | -71.3 | -10.3 | 1112.5 | -84.6 | -54.4 | 52.0 | 38.9 | -3.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2010
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