Find A Portfolio/Ticker
Comparison Box
LPVAX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info 19.1 0.02(0.10%) May 13
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (89%) |
Start Date: | 07/06/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.88% |
Expenses | 0.59% |
Sign up to get fund ranking change alerts |
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 07/06/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 8.2 | 22.8 | 4.5 | 10.2 | 8.1 | 10.0 | 22.1 | -26.8 | 30.7 | 15.2 | 26.1 | -8.6 | 19.2 | 8.5 | -2.8 | 1.7 | 25.3 | 16.1 | -4.4 | 25.4 |
Sharpe Ratio | NA | 1.63 | 1.45 | 0.1 | 0.43 | 0.43 | 0.55 | 1.31 | -1.15 | 1.91 | 0.53 | 2.38 | -0.73 | 2.97 | 0.59 | -0.2 | 0.16 | 2.18 | 1.2 | -0.17 | 3.31 |
Draw Down(%) | NA | 5.1 | 11.5 | 33.8 | 33.8 | 33.8 | 33.8 | 11.5 | 33.8 | 5.5 | 32.7 | 6.3 | 17.9 | 3.3 | 11.6 | 13.3 | 8.4 | 7.7 | 11.8 | 22.2 | 7.0 |
Standard Deviation(%) | NA | 12.7 | 12.8 | 18.7 | 19.9 | 16.4 | 16.7 | 13.7 | 24.6 | 16.1 | 28.2 | 10.4 | 13.6 | 6.3 | 14.0 | 14.1 | 10.7 | 11.6 | 13.4 | 25.9 | 17.4 |
Treynor Ratio | NA | 0.22 | 0.2 | 0.02 | 0.21 | 0.14 | 0.15 | 0.22 | -0.38 | 0.49 | 1.1 | 0.43 | -0.21 | 0.26 | 0.08 | -0.03 | 0.02 | 0.27 | 0.17 | -0.04 | 0.52 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.02 | 0.01 | 0.0 | 0.0 | -0.06 | 0.05 | 0.06 | 0.03 | -0.03 | 0.01 | -0.01 | -0.02 | -0.04 | -0.01 | 0.01 | -0.02 | -0.01 |
Beta | NA | 0.94 | 0.91 | 0.75 | 0.42 | 0.51 | 0.64 | 0.82 | 0.74 | 0.62 | 0.14 | 0.57 | 0.48 | 0.72 | 1.01 | 0.88 | 0.86 | 0.94 | 0.94 | 1.07 | 1.12 |
RSquared | NA | 0.74 | 0.67 | 0.48 | 0.2 | 0.31 | 0.43 | 0.62 | 0.54 | 0.25 | 0.03 | 0.47 | 0.37 | 0.59 | 0.9 | 0.94 | 0.84 | 0.81 | 0.79 | 0.94 | 0.97 |
Yield(%) | N/A | 0.0 | 2.9 | 5.2 | 5.6 | 5.7 | N/A | 3.3 | 1.9 | 12.8 | 1.9 | 5.5 | 8.6 | 8.9 | 1.6 | 3.4 | 7.7 | 5.7 | 1.6 | 1.7 | 7.0 |
Dividend Growth(%) | N/A | -100.0 | 85.2 | 20.2 | -6.7 | N/A | N/A | 36.1 | -84.1 | 656.7 | -58.3 | -47.1 | 6.2 | 509.5 | -57.1 | -56.6 | 52.7 | 311.1 | -14.3 | -70.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2051+ Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051+
Best Mutual Funds
- JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) 0.04% (100%)
- LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) 0.12% (98%)
- LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) 0.06% (97%)
- TRRNX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND) 0.05% (93%)
- FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) 0.12% (92%)
- LPVKX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES) 0.15% (90%)
- LPVAX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES) 0.10% (89%)
- LPVRX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES) 0.21% (87%)
- LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) 0.21% (85%)
- LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) 0.0% (84%)