LPSFX | BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K

Basic Info 18.01 0.09(0.50%)
May 14

BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K started on 06/03/2008

BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K is classified as asset class Target Date 2036-2040

BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K expense ratio is 1.04%

BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K rating is

(79%)

BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) Dividend Info

BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) dividend growth in the last 12 months is 232.77%

The trailing 12-month yield of BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K is 5.02%. its dividend history:

Date	Dividend
12/22/2023	0.6018
09/29/2023	0.0876
06/30/2023	0.1046
03/31/2023	0.0462
07/14/2022	0.1108
06/30/2022	0.0816
03/31/2022	0.1511
12/31/2021	2.7724
09/30/2021	0.0078
06/30/2021	0.815
03/31/2021	0.133
12/31/2020	0.416
09/30/2020	0.085
06/30/2020	0.288
03/31/2020	0.047
12/31/2019	0.97
09/27/2019	0.062
06/28/2019	0.092
03/28/2019	0.053
12/31/2018	1.5807
09/28/2018	0.067
06/29/2018	0.419
03/29/2018	0.086
12/29/2017	1.543
09/29/2017	0.075
06/30/2017	1.026
03/31/2017	0.066
12/30/2016	0.13
09/30/2016	0.058
06/30/2016	0.163
03/31/2016	0.063
12/30/2015	1.346
09/30/2015	0.082
06/30/2015	0.31
03/31/2015	0.068
12/31/2014	2.148
09/30/2014	0.074
06/30/2014	0.546
03/31/2014	0.097
12/31/2013	1.432
09/30/2013	0.066
06/28/2013	0.198
03/28/2013	0.053
12/31/2012	0.639
09/28/2012	0.07
06/29/2012	0.15
03/30/2012	0.057
12/30/2011	0.198
09/30/2011	0.056
06/30/2011	0.144
03/31/2011	0.053
12/31/2010	0.118
09/30/2010	0.052

Dividend Growth History for BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.8402	5.69%	144.60%	-
2022	$0.3435	1.89%	-90.79%	144.60%
2021	$3.7282	19.94%	345.96%	-52.53%
2020	$0.836	4.83%	-28.97%	0.17%
2019	$1.177	8.03%	-45.32%	-8.08%
2018	$2.1527	11.87%	-20.56%	-17.15%
2017	$2.71	15.64%	554.59%	-17.73%
2016	$0.414	2.57%	-77.08%	10.64%
2015	$1.806	9.78%	-36.96%	-9.12%
2014	$2.865	14.33%	63.81%	-12.74%
2013	$1.749	9.20%	90.94%	-7.07%
2012	$0.916	5.37%	103.10%	-0.78%
2011	$0.451	2.50%	165.29%	5.32%
2010	$0.17	1.04%	-	13.08%

Dividend Growth Chart for BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX)

BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) Historical Returns And Risk Info

From 06/03/2008 to 05/14/2024, the compound annualized total return (dividend reinvested) of BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) is 6.478%. Its cumulative total return (dividend reinvested) is 171.791%.

From 06/03/2008 to 05/14/2024, the Maximum Drawdown of BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) is 51.6%.

From 06/03/2008 to 05/14/2024, the Sharpe Ratio of BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) is 0.31.

From 06/03/2008 to 05/14/2024, the Annualized Standard Deviation of BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) is 18.5%.

From 06/03/2008 to 05/14/2024, the Beta of BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) is 0.79.

	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(%)	1.3	6.5	18.6	4.0	9.4	8.2	10.0	6.5	19.8	-16.9	16.3	8.5	20.7	1.9	20.7	9.1	-1.9	5.8	17.4	15.1	-2.0	12.4	24.6	-35.2
Sharpe Ratio	NA	1.42	1.23	0.11	0.44	0.46	NA	0.31	1.24	-0.93	1.32	0.3	1.29	0.04	3.61	0.68	-0.15	0.68	1.86	1.34	-0.09	0.7	0.92	-1.11
Draw Down(%)	NA	4.4	10.4	24.5	33.5	33.5	NA	51.6	10.4	24.5	6.0	33.5	10.6	16.3	1.5	10.7	12.4	6.6	6.9	9.6	18.6	14.2	26.2	48.0
Standard Deviation(%)	NA	10.8	12.0	15.2	17.7	15.4	NA	18.5	12.6	19.7	12.4	27.0	14.9	16.6	5.6	13.0	13.2	8.5	9.3	11.3	21.8	17.4	26.6	48.0
Treynor Ratio	NA	0.14	0.15	0.02	0.2	0.14	NA	0.07	0.18	-0.19	0.18	0.91	1.79	0.02	0.23	0.09	-0.02	0.07	0.19	0.18	-0.02	0.12	0.23	-0.5
Alpha	NA	0.01	0.01	0.0	0.02	0.02	NA	0.0	0.0	0.0	0.01	0.04	0.06	0.02	0.01	0.0	0.0	0.0	-0.01	0.01	0.0	-0.01	-0.02	-0.01
Beta	NA	1.11	0.98	0.95	0.39	0.5	NA	0.79	0.88	0.95	0.89	0.09	0.11	0.34	0.88	1.03	1.01	0.84	0.89	0.85	0.98	1.01	1.06	1.06
RSquare	NA	0.84	0.58	0.66	0.15	0.23	NA	0.59	0.52	0.76	0.55	0.01	0.02	0.09	0.79	0.98	0.99	0.94	0.94	0.82	0.96	0.95	0.99	0.99
Yield(%)	N/A	0.0	5.0	7.8	8.4	8.1	10.5	N/A	5.7	1.9	19.9	4.8	8.0	11.9	15.7	2.5	9.8	14.4	9.2	5.4	2.5	1.0	0.0	0.0
Dividend Growth(%)	N/A	-100.0	232.8	13.4	-30.6	N/A	N/A	N/A	147.1	-90.9	342.9	-28.2	-45.8	-20.6	563.4	-77.3	-36.9	64.0	90.2	104.4	164.7	N/A	N/A	N/A

Return Calculator for BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX)

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BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) Historical Return Chart

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BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) 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 05/14/2024, the worst annualized return of 3-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) is -0.7%.

From 06/03/2008 to 05/14/2024, the worst annualized return of 5-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) is 3.8%.

From 06/03/2008 to 05/14/2024, the worst annualized return of 10-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) is 6.85%.

From 06/03/2008 to 05/14/2024, the worst annualized return of 20-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (LPSFX) is NA.

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