BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX)

Basic Info 15.83 0.11(0.69%)
May 23

BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES started on 06/30/2010
BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES is classified as asset class Target Date 2031-2035
BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES expense ratio is 0.34%
BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES rating is
(53%)

BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) Dividend Info

BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) dividend growth in the last 12 months is 111.33%

The trailing 12-month yield of BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES is 3.08%. its dividend history:

DateDividend
12/22/2023 0.2489
09/29/2023 0.0862
06/30/2023 0.0975
03/31/2023 0.0428
07/14/2022 0.091
06/30/2022 0.0709
03/31/2022 0.1181
12/31/2021 1.6466
09/30/2021 0.0115
06/30/2021 0.2188
03/31/2021 0.086
12/31/2020 0.074
09/30/2020 0.071
06/30/2020 0.165
03/31/2020 0.036
12/31/2019 0.592
09/27/2019 0.046
06/28/2019 0.068
03/28/2019 0.04
12/31/2018 0.9978
09/28/2018 0.0507
06/29/2018 0.268
03/29/2018 0.053
12/29/2017 1.031
09/29/2017 0.054
06/30/2017 0.0598
03/31/2017 0.023
12/30/2016 0.093
06/30/2016 0.074
03/31/2016 0.044
12/30/2015 0.34
09/30/2015 0.046
06/30/2015 0.142
03/31/2015 0.04
12/31/2014 0.813
09/30/2014 0.04
06/30/2014 0.192
03/31/2014 0.052
12/31/2013 0.499
09/30/2013 0.054
06/28/2013 0.059
03/28/2013 0.033
12/31/2012 0.071
09/28/2012 0.036
06/29/2012 0.077
03/30/2012 0.028
12/30/2011 0.057
09/30/2011 0.031
06/30/2011 0.084
03/31/2011 0.021
12/31/2010 0.559

Dividend Growth History for BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.4754 3.60% 69.79% -
2022 $0.28 1.74% -85.74% 69.79%
2021 $1.9629 12.42% 467.31% -50.79%
2020 $0.346 2.41% -53.62% 11.17%
2019 $0.746 6.12% -45.53% -10.65%
2018 $1.3695 9.46% 17.27% -19.07%
2017 $1.1678 8.75% 453.46% -13.91%
2016 $0.211 1.70% -62.85% 12.30%
2015 $0.568 4.23% -48.22% -2.20%
2014 $1.097 7.97% 70.08% -8.87%
2013 $0.645 5.08% 204.25% -3.00%
2012 $0.212 1.90% 9.84% 7.62%
2011 $0.193 1.66% -65.47% 7.80%
2010 $0.559 5.59% - -1.24%

Dividend Growth Chart for BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX)

BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) Historical Returns And Risk Info

From 06/30/2010 to 05/23/2024, the compound annualized total return (dividend reinvested) of BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) is 8.65%. Its cumulative total return (dividend reinvested) is 216.231%.

From 06/30/2010 to 05/23/2024, the Maximum Drawdown of BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) is 30.4%.

From 06/30/2010 to 05/23/2024, the Sharpe Ratio of BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) is 0.59.

From 06/30/2010 to 05/23/2024, the Annualized Standard Deviation of BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) is 13.6%.

From 06/30/2010 to 05/23/2024, the Beta of BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) is 0.73.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
06/30/2010		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return(%) 1.5 6.7 17.4 3.4 8.3 7.2 8.6 17.5 -24.5 25.4 13.9 23.7 -6.4 17.1 8.0 -2.1 2.0 19.1 13.9 -1.3 20.8
Sharpe Ratio NA 1.56 1.33 0.07 0.41 0.45 0.59 1.24 -1.28 1.86 0.59 2.58 -0.69 3.16 0.67 -0.18 0.23 2.08 1.35 -0.07 3.21
Draw Down(%) NA 4.1 9.7 30.4 30.4 30.4 30.4 9.7 30.4 4.3 28.6 5.0 14.7 2.6 9.5 11.6 6.7 6.7 8.9 17.1 5.5
Standard Deviation(%) NA 9.6 10.2 15.4 16.3 13.5 13.6 10.7 20.3 13.7 23.1 8.6 11.2 5.2 11.7 11.9 8.4 9.2 10.3 20.2 14.0
Treynor Ratio NA 0.14 0.14 0.01 0.12 0.09 0.11 0.15 -0.28 0.3 0.63 0.31 -0.13 0.19 0.08 -0.02 0.02 0.22 0.17 -0.01 0.46
Alpha NA 0.0 0.0 0.0 0.01 0.01 0.01 0.01 -0.04 0.05 0.05 0.03 -0.01 0.0 0.0 0.0 -0.02 0.0 0.01 0.0 -0.01
Beta NA 1.09 0.96 0.92 0.54 0.64 0.73 0.91 0.91 0.84 0.21 0.71 0.61 0.87 1.02 1.0 0.85 0.86 0.81 0.93 0.98
RSquare NA 0.86 0.67 0.51 0.24 0.36 0.5 0.61 0.57 0.3 0.05 0.48 0.39 0.72 0.98 0.98 0.84 0.81 0.82 0.95 0.98
Yield(%) N/A 0.0 3.1 5.1 5.6 5.8 N/A 3.6 1.7 12.4 2.4 6.1 9.5 8.8 1.7 4.2 8.0 5.1 1.9 1.7 5.6
Dividend Growth(%) N/A -100.0 111.3 5.5 -14.3 N/A N/A 69.8 -85.7 467.3 -53.6 -45.5 17.3 453.5 -62.9 -48.2 70.1 204.2 9.8 -65.5 N/A

Return Calculator for BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX)

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BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) Historical Return Chart

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BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/30/2010 to 05/23/2024, the worst annualized return of 3-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) is 1.84%.
From 06/30/2010 to 05/23/2024, the worst annualized return of 5-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) is 2.6%.
From 06/30/2010 to 05/23/2024, the worst annualized return of 10-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) is 5.64%.
From 06/30/2010 to 05/23/2024, the worst annualized return of 20-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2035 FUND INSTITUTIONAL SHARES (LPJIX) is NA.

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