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LPSGX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K (MUTUAL FUND)
Basic Info 22.86 0.19(0.84%) April 26
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (88%) |
Start Date: | 07/01/2008 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.30% |
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 07/01/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.1 | 4.9 | 21.1 | 3.8 | 9.4 | 8.6 | 11.0 | 7.5 | 22.6 | -28.5 | 35.0 | 9.7 | 19.9 | 2.0 | 21.9 | 9.5 | -2.1 | 6.0 | 20.2 | 16.5 | -3.4 | 13.8 | 30.9 | -32.3 |
Sharpe Ratio | NA | 0.99 | 1.35 | 0.08 | 0.38 | 0.43 | NA | 0.32 | 1.35 | -1.17 | 1.95 | 0.33 | 1.16 | 0.04 | 3.55 | 0.66 | -0.15 | 0.63 | 1.94 | 1.29 | -0.14 | 0.69 | 1.04 | -0.94 |
Draw Down(%) | NA | 5.1 | 11.5 | 35.5 | 35.5 | 35.5 | NA | 50.3 | 11.5 | 35.5 | 5.4 | 34.3 | 11.5 | 17.4 | 1.6 | 11.5 | 13.1 | 7.6 | 7.4 | 11.1 | 21.4 | 15.9 | 28.8 | 46.3 |
Standard Deviation(%) | NA | 12.3 | 12.8 | 19.7 | 20.8 | 17.7 | NA | 21.1 | 13.7 | 25.7 | 17.9 | 29.0 | 15.9 | 18.0 | 6.0 | 14.0 | 14.1 | 9.5 | 10.4 | 12.9 | 25.1 | 19.9 | 29.7 | 58.1 |
Treynor Ratio | NA | 0.14 | 0.2 | 0.02 | 0.23 | 0.17 | NA | 0.09 | 0.23 | -0.41 | 0.53 | 4.1 | 0.5 | 0.02 | 0.3 | 0.09 | -0.02 | 0.08 | 0.23 | 0.18 | -0.03 | 0.13 | 0.29 | -0.51 |
Alpha | NA | -0.02 | -0.01 | -0.01 | 0.02 | 0.01 | NA | 0.0 | 0.01 | -0.07 | 0.06 | 0.05 | 0.03 | 0.02 | 0.02 | -0.01 | -0.01 | -0.02 | -0.03 | 0.01 | -0.02 | -0.01 | 0.01 | -0.02 |
Beta | NA | 0.85 | 0.85 | 0.74 | 0.34 | 0.44 | NA | 0.76 | 0.79 | 0.73 | 0.66 | 0.02 | 0.37 | 0.39 | 0.72 | 1.02 | 0.88 | 0.79 | 0.89 | 0.9 | 1.04 | 1.06 | 1.08 | 1.07 |
RSquared | NA | 0.63 | 0.61 | 0.42 | 0.12 | 0.2 | NA | 0.54 | 0.57 | 0.49 | 0.22 | 0.0 | 0.09 | 0.13 | 0.65 | 0.91 | 0.94 | 0.91 | 0.9 | 0.8 | 0.94 | 0.92 | 0.98 | 0.98 |
Yield(%) | N/A | 0.0 | 3.2 | 6.6 | 7.0 | 7.4 | 10.7 | N/A | 3.8 | 2.1 | 17.4 | 2.7 | 7.5 | 12.6 | 7.0 | 2.4 | 8.6 | 14.5 | 8.4 | 4.6 | 4.2 | 2.9 | 5.4 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | 96.9 | 6.9 | -24.4 | N/A | N/A | N/A | 43.8 | -87.8 | 603.6 | -56.2 | -52.9 | 107.6 | 211.9 | -75.1 | -45.1 | 87.8 | 107.6 | -1.2 | 63.3 | -34.7 | 435.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2008
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