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LPSDX: BLACKROCK LIFEPATH DYNAMIC 2030 FUND CLASS K (MUTUAL FUND)
Basic Info 13.27 0.08(0.61%) April 26
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (76%) |
Start Date: | 06/03/2008 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.78% |
Expenses | 0.34% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/03/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 2.1 | 12.1 | 1.5 | 6.6 | 6.6 | 8.7 | 5.4 | 15.9 | -24.8 | 25.4 | 7.9 | 17.6 | 3.5 | 16.2 | 9.0 | -1.7 | 5.7 | 14.1 | 13.4 | -0.2 | 11.1 | 21.9 | -31.4 |
Sharpe Ratio | NA | 0.34 | 0.88 | -0.05 | 0.32 | 0.42 | NA | 0.3 | 1.19 | -1.36 | 1.79 | 0.37 | 1.26 | 0.16 | 3.44 | 0.85 | -0.16 | 0.81 | 1.75 | 1.43 | -0.01 | 0.75 | 0.96 | -1.19 |
Draw Down(%) | NA | 3.8 | 9.1 | 30.2 | 30.2 | 30.2 | NA | 46.5 | 9.1 | 30.2 | 3.8 | 27.8 | 9.6 | 12.9 | 1.3 | 8.1 | 10.3 | 5.5 | 6.4 | 7.9 | 15.3 | 12.3 | 22.9 | 43.6 |
Standard Deviation(%) | NA | 8.6 | 9.5 | 15.0 | 15.5 | 13.3 | NA | 15.8 | 9.8 | 19.4 | 14.2 | 20.9 | 12.8 | 14.1 | 4.5 | 10.3 | 10.4 | 6.9 | 8.0 | 9.4 | 18.1 | 14.7 | 22.6 | 40.7 |
Treynor Ratio | NA | 0.03 | 0.09 | -0.01 | 0.11 | 0.1 | NA | 0.06 | 0.15 | -0.31 | 0.28 | 0.84 | 0.35 | 0.04 | 0.19 | 0.09 | -0.02 | 0.07 | 0.16 | 0.17 | 0.0 | 0.12 | 0.23 | -0.51 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.0 | 0.0 | -0.05 | 0.05 | 0.03 | 0.03 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.02 |
Beta | NA | 1.04 | 0.95 | 0.88 | 0.45 | 0.57 | NA | 0.81 | 0.81 | 0.85 | 0.89 | 0.09 | 0.47 | 0.51 | 0.83 | 0.99 | 0.97 | 0.82 | 0.88 | 0.82 | 0.92 | 0.94 | 0.97 | 0.95 |
RSquared | NA | 0.84 | 0.66 | 0.42 | 0.15 | 0.24 | NA | 0.61 | 0.55 | 0.46 | 0.26 | 0.01 | 0.08 | 0.13 | 0.68 | 0.96 | 0.98 | 0.93 | 0.93 | 0.82 | 0.95 | 0.95 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 3.2 | 6.4 | 6.9 | 7.4 | 9.4 | N/A | 3.8 | 1.8 | 16.5 | 4.5 | 7.5 | 11.5 | 14.0 | 3.0 | 8.6 | 13.9 | 8.9 | 5.3 | 3.3 | 1.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 116.7 | -4.7 | -38.5 | N/A | N/A | N/A | 76.0 | -89.7 | 296.7 | -31.5 | -45.7 | -15.5 | 397.4 | -69.3 | -42.5 | 61.3 | 82.7 | 56.2 | 220.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/2008
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