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BIPDX: BlackRock Lifecycle Prprd Prtfl 25 Cl I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/09/2007 |
Last Dividend Date: | 08/05/2020 |
12-Mo. Yield | 24.89% |
Expenses | 0.22% |
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Performance Analytics (As of 10/02/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/09/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 6.9 | 5.6 | 7.2 | 7.5 | 5.4 | 1.8 | 18.8 | -5.7 | 12.6 | 10.2 | -2.3 | 5.8 | 15.4 | 13.5 | -0.4 | 13.0 | 28.7 | -31.6 | 5.8 |
Sharpe Ratio | NA | 0.33 | 0.41 | 0.68 | 0.71 | 0.38 | 0.12 | 2.86 | -0.83 | 2.44 | 1.02 | -0.25 | 0.81 | 2.16 | 1.35 | -0.03 | 0.93 | 1.55 | -1.42 | 0.42 |
Draw Down(%) | NA | 21.7 | 21.7 | 21.7 | 21.7 | 43.8 | 21.7 | 2.9 | 11.2 | 2.7 | 7.6 | 9.4 | 5.7 | 5.4 | 7.8 | 14.8 | 10.4 | 18.8 | 36.5 | 10.3 |
Standard Deviation(%) | NA | 16.5 | 11.3 | 10.2 | 10.2 | 12.8 | 19.1 | 6.1 | 8.5 | 4.9 | 9.7 | 9.2 | 7.2 | 7.1 | 10.0 | 14.7 | 13.8 | 18.4 | 22.8 | 15.2 |
Treynor Ratio | NA | 0.29 | 0.4 | 0.47 | 0.27 | 0.13 | 0.12 | 3.62 | -0.34 | 0.15 | 0.15 | -0.03 | 0.09 | 0.2 | 0.17 | -0.01 | 0.18 | 0.42 | -0.64 | 0.07 |
Alpha | NA | 0.02 | 0.02 | 0.02 | 0.02 | 0.01 | 0.01 | 0.06 | -0.02 | 0.0 | 0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.04 | -0.08 | 0.03 |
Beta | NA | 0.19 | 0.12 | 0.15 | 0.26 | 0.38 | 0.19 | 0.05 | 0.21 | 0.79 | 0.68 | 0.87 | 0.63 | 0.78 | 0.82 | 0.72 | 0.72 | 0.67 | 0.51 | 0.84 |
RSquared | NA | 0.09 | 0.08 | 0.1 | 0.21 | 0.32 | 0.09 | 0.08 | 0.25 | 0.44 | 0.41 | 0.83 | 0.41 | 0.76 | 0.59 | 0.71 | 0.52 | 0.6 | 0.48 | 0.62 |
Yield(%) | N/A | 24.9 | 11.9 | 10.1 | 8.6 | N/A | 17.5 | 9.1 | 8.2 | 3.2 | 3.2 | 8.7 | 8.6 | 6.2 | 3.9 | 7.5 | 2.2 | 2.0 | 1.3 | 1.7 |
Dividend Growth(%) | N/A | 200.4 | 82.0 | 80.0 | N/A | N/A | 112.6 | -4.4 | 184.4 | 6.7 | -67.4 | -2.1 | 49.2 | 75.0 | -51.4 | 270.0 | 42.9 | 0.0 | -17.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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