LIWIX: BlackRock LifePath Index 2065 Fund Institutional Shares (MUTUAL FUND)
Basic Info 13.89 0.18(1.31%) May 02
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (20%) |
| Start Date: | 10/31/2019 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 1.66% |
| Expenses | 0.39% |
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Performance Analytics (As of 05/01/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 4.5 | 18.7 | 3.9 | 7.2 | 20.5 | -18.8 | 16.6 | 13.7 | 5.0 |
| Sharpe Ratio | NA | 1.02 | 1.37 | 0.09 | 0.4 | 1.28 | -0.91 | 1.33 | 0.44 | 5.06 |
| Draw Down(%) | NA | 5.2 | 11.3 | 26.4 | 33.0 | 11.3 | 26.3 | 5.6 | 33.0 | 1.7 |
| Standard Deviation(%) | NA | 10.8 | 11.7 | 16.2 | 20.1 | 12.8 | 22.2 | 12.5 | 30.8 | 6.7 |
| Treynor Ratio | NA | 0.13 | 0.18 | 0.02 | 0.09 | 0.19 | -0.23 | 0.19 | 0.16 | 0.37 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | -0.03 |
| Beta | NA | 0.88 | 0.91 | 0.87 | 0.87 | 0.87 | 0.87 | 0.86 | 0.86 | 0.91 |
| RSquared | NA | 0.93 | 0.89 | 0.93 | 0.95 | 0.83 | 0.96 | 0.91 | 0.97 | 0.84 |
| Yield(%) | N/A | 0.0 | 2.0 | 1.8 | N/A | 2.4 | 1.4 | 2.1 | 1.5 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | 14.3 | N/A | N/A | 35.0 | -20.0 | 56.2 | 77.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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