Find A Portfolio/Ticker
Comparison Box
BAPLX: BlackRock LifePath Active 2055 Port Inv (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/05/2013 |
Last Dividend Date: | 08/05/2020 |
12-Mo. Yield | 20.16% |
Expenses | 0.58% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 09/25/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/05/2013 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 7.0 | 5.2 | 8.1 | 7.3 | -0.1 | 21.9 | -9.9 | 19.9 | 8.1 | -3.2 | 4.9 | 17.7 |
Sharpe Ratio | NA | 0.23 | 0.22 | 0.44 | 0.45 | -0.01 | 1.95 | -0.84 | 3.09 | 0.54 | -0.24 | 0.43 | 1.99 |
Draw Down(%) | NA | 32.5 | 32.5 | 32.5 | 32.5 | 32.5 | 6.9 | 18.2 | 1.8 | 12.1 | 13.1 | 8.9 | 6.5 |
Standard Deviation(%) | NA | 28.1 | 18.9 | 16.5 | 15.1 | 32.5 | 10.5 | 13.4 | 6.3 | 14.6 | 13.6 | 11.4 | 10.9 |
Treynor Ratio | NA | 0.19 | 0.09 | 0.15 | 0.12 | -0.01 | 0.27 | -0.15 | 0.24 | 0.1 | -0.04 | 0.08 | 0.24 |
Alpha | NA | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.03 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 |
Beta | NA | 0.35 | 0.46 | 0.5 | 0.55 | 0.34 | 0.76 | 0.73 | 0.8 | 0.78 | 0.78 | 0.63 | 0.9 |
RSquared | NA | 0.18 | 0.31 | 0.35 | 0.4 | 0.17 | 0.81 | 0.88 | 0.72 | 0.5 | 0.79 | 0.4 | 0.83 |
Yield(%) | N/A | 20.2 | 9.2 | 8.5 | N/A | 11.3 | 10.2 | 4.8 | 2.4 | 3.0 | 8.2 | 8.4 | 3.7 |
Dividend Growth(%) | N/A | 303.7 | 48.5 | N/A | N/A | 25.5 | 79.7 | 136.0 | -13.8 | -68.1 | -7.1 | 164.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2013
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2051+ Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051+
Best Mutual Funds
- JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) (100%)
- LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) (98%)
- LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) (97%)
- TRRNX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND) (93%)
- FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) (92%)
- LPVKX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES) (90%)
- LPVAX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES) (89%)
- LPVRX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES) (87%)
- LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) (85%)
- LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) (84%)