BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX)

Basic Info 9.88 0.08(0.82%)
May 15

BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K started on 06/03/2008
BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K is classified as asset class Retirement Income
BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K expense ratio is 1.04%
BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K rating is
(61%)

BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) Dividend Info

BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) dividend growth in the last 12 months is 511.43%

The trailing 12-month yield of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K is 8.07%. its dividend history:

DateDividend
12/22/2023 0.6284
09/29/2023 0.0782
06/30/2023 0.0693
03/31/2023 0.0397
07/14/2022 0.0355
06/30/2022 0.0517
03/31/2022 0.0295
12/31/2021 1.0513
09/30/2021 0.0318
06/30/2021 0.465
03/31/2021 0.064
12/31/2020 0.534
09/30/2020 0.065
06/30/2020 0.128
03/31/2020 0.046
12/31/2019 0.166
09/27/2019 0.039
06/28/2019 0.053
03/28/2019 0.041
12/31/2018 0.6397
09/28/2018 0.0629
06/29/2018 0.144
03/29/2018 0.095
12/29/2017 0.541
09/29/2017 0.053
06/30/2017 0.411
03/31/2017 0.033
12/30/2016 0.029
09/30/2016 0.055
06/30/2016 0.053
03/31/2016 0.049
12/30/2015 0.342
09/30/2015 0.048
06/30/2015 0.167
03/31/2015 0.059
12/31/2014 0.926
09/30/2014 0.055
06/30/2014 0.208
03/31/2014 0.06
12/31/2013 0.634
09/30/2013 0.047
06/28/2013 0.126
03/28/2013 0.043
12/31/2012 0.387
09/28/2012 0.053
06/29/2012 0.125
03/30/2012 0.044
12/30/2011 0.428
09/30/2011 0.065
06/30/2011 0.104
03/31/2011 0.061
12/31/2010 0.073
09/30/2010 0.054

Dividend Growth History for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.8156 8.91% 598.89% -
2022 $0.1167 1.08% -92.76% 598.89%
2021 $1.6121 13.92% 108.55% -28.87%
2020 $0.773 7.03% 158.53% 1.80%
2019 $0.299 3.10% -68.25% 28.51%
2018 $0.9416 8.59% -9.29% -2.83%
2017 $1.038 9.63% 458.06% -3.94%
2016 $0.186 1.81% -69.81% 23.51%
2015 $0.616 5.57% -50.68% 3.57%
2014 $1.249 10.68% 46.94% -4.62%
2013 $0.85 7.17% 39.57% -0.41%
2012 $0.609 5.36% -7.45% 2.69%
2011 $0.658 5.68% 418.11% 1.81%
2010 $0.127 1.17% - 15.38%

Dividend Growth Chart for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX)

BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) Historical Returns And Risk Info

From 06/03/2008 to 05/15/2024, the compound annualized total return (dividend reinvested) of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) is 4.766%. Its cumulative total return (dividend reinvested) is 109.986%.

From 06/03/2008 to 05/15/2024, the Maximum Drawdown of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) is 27.0%.

From 06/03/2008 to 05/15/2024, the Sharpe Ratio of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) is 0.4.

From 06/03/2008 to 05/15/2024, the Annualized Standard Deviation of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) is 9.8%.

From 06/03/2008 to 05/15/2024, the Beta of BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) is 1.09.

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(%) 0.8 3.0 9.9 0.8 5.4 5.1 6.4 4.8 12.9 -22.3 17.6 11.6 11.9 2.5 11.7 6.4 -1.3 -0.2 12.3 9.0 4.3 8.2 14.6 -17.7
Sharpe Ratio NA 0.64 0.51 -0.11 0.31 0.4 NA 0.4 0.72 -1.52 1.42 0.84 1.34 0.13 3.75 1.11 -0.24 -0.03 1.69 1.91 0.48 1.09 1.29 -1.52
Draw Down(%) NA 3.3 7.9 26.9 26.9 26.9 NA 27.0 7.9 26.9 4.7 18.4 6.3 8.6 1.2 3.6 6.7 6.1 5.1 3.5 6.6 6.0 12.1 26.4
Standard Deviation(%) NA 7.4 12.0 13.5 12.3 9.8 NA 9.8 12.1 15.6 12.4 13.4 7.8 9.1 3.0 5.6 5.5 6.5 7.3 4.7 8.7 7.5 11.2 19.1
Treynor Ratio NA 0.03 0.05 -0.01 0.05 0.05 NA 0.04 0.08 -0.19 0.17 0.39 0.16 0.01 0.11 0.05 -0.01 0.0 0.1 0.08 0.03 0.06 0.11 -0.22
Alpha NA 0.01 0.01 0.01 0.01 0.01 NA 0.0 0.01 -0.03 0.05 0.03 0.01 0.02 0.01 0.0 0.0 -0.03 0.02 0.0 -0.01 -0.02 -0.01 -0.02
Beta NA 1.36 1.2 1.19 0.81 0.88 NA 1.09 1.06 1.22 1.06 0.29 0.67 0.79 0.99 1.29 1.25 1.28 1.23 1.2 1.35 1.33 1.3 1.33
RSquare NA 0.89 0.31 0.33 0.21 0.24 NA 0.45 0.25 0.48 0.12 0.04 0.08 0.13 0.56 0.94 0.94 0.4 0.42 0.85 0.86 0.89 0.94 0.96
Yield(%) N/A 0.0 8.1 6.9 6.9 6.3 6.9 N/A 9.0 1.1 13.9 7.0 3.1 8.6 9.6 1.9 5.6 10.8 7.2 5.3 5.6 1.1 0.0 0.0
Dividend Growth(%) N/A -100.0 511.4 25.1 -10.9 N/A N/A N/A 583.3 -92.5 109.1 156.7 -68.1 -8.7 442.1 -69.4 -50.8 48.2 41.7 -7.7 441.7 N/A N/A N/A

Return Calculator for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX)

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BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) Historical Return Chart

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BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) 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 06/03/2008 to 05/15/2024, the worst annualized return of 3-year rolling returns for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) is 0.3%.
From 06/03/2008 to 05/15/2024, the worst annualized return of 5-year rolling returns for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) is 3.27%.
From 06/03/2008 to 05/15/2024, the worst annualized return of 10-year rolling returns for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) is 4.61%.
From 06/03/2008 to 05/15/2024, the worst annualized return of 20-year rolling returns for BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (LPSAX) is NA.

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