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LPVIX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 18.96 0.22(1.17%) May 03
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (85%) |
Start Date: | 07/06/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.16% |
Expenses | 0.59% |
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Performance Analytics (As of 05/02/2024)
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(%) | 1.3 | 6.6 | 22.0 | 4.2 | 9.7 | 8.2 | 10.2 | 22.4 | -18.8 | 18.4 | 15.5 | 26.5 | -8.4 | 19.5 | 8.8 | -2.6 | 2.0 | 25.6 | 16.5 | -4.0 | 25.5 |
Sharpe Ratio | NA | 1.08 | 1.36 | 0.09 | 0.41 | 0.45 | 0.57 | 1.33 | -0.89 | 1.52 | 0.54 | 2.42 | -0.71 | 3.01 | 0.62 | -0.19 | 0.18 | 2.22 | 1.22 | -0.16 | 3.32 |
Draw Down(%) | NA | 5.1 | 11.5 | 26.9 | 32.7 | 32.7 | 32.7 | 11.5 | 26.8 | 5.5 | 32.7 | 6.3 | 17.8 | 3.3 | 11.5 | 13.3 | 8.5 | 7.7 | 11.9 | 22.1 | 7.0 |
Standard Deviation(%) | NA | 12.5 | 12.8 | 16.8 | 18.8 | 15.8 | 16.3 | 13.7 | 22.8 | 12.1 | 28.2 | 10.4 | 13.6 | 6.3 | 14.0 | 14.0 | 10.6 | 11.5 | 13.5 | 25.9 | 17.4 |
Treynor Ratio | NA | 0.15 | 0.2 | 0.02 | 0.18 | 0.14 | 0.14 | 0.22 | -0.25 | 0.26 | 1.12 | 0.44 | -0.2 | 0.26 | 0.09 | -0.03 | 0.02 | 0.27 | 0.17 | -0.04 | 0.52 |
Alpha | NA | -0.02 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.06 | 0.03 | -0.03 | 0.01 | -0.01 | -0.02 | -0.04 | -0.01 | 0.01 | -0.02 | -0.01 |
Beta | NA | 0.91 | 0.87 | 0.8 | 0.44 | 0.53 | 0.65 | 0.82 | 0.82 | 0.7 | 0.14 | 0.57 | 0.48 | 0.72 | 1.01 | 0.87 | 0.85 | 0.94 | 0.95 | 1.07 | 1.12 |
RSquared | NA | 0.72 | 0.63 | 0.68 | 0.25 | 0.35 | 0.47 | 0.61 | 0.75 | 0.57 | 0.03 | 0.47 | 0.37 | 0.59 | 0.9 | 0.94 | 0.84 | 0.8 | 0.79 | 0.94 | 0.97 |
Yield(%) | N/A | 0.0 | 3.1 | 5.2 | 5.6 | 6.0 | N/A | 3.6 | 2.0 | 13.0 | 2.1 | 5.9 | 8.6 | 9.3 | 1.7 | 3.6 | 8.0 | 5.8 | 1.9 | 2.2 | 7.1 |
Dividend Growth(%) | N/A | -100.0 | 85.2 | 20.3 | -5.5 | N/A | N/A | 42.1 | -83.6 | 603.0 | -57.1 | -43.4 | 2.3 | 478.3 | -54.9 | -56.4 | 56.0 | 257.1 | -19.2 | -63.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2010
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