Find A Portfolio/Ticker
Comparison Box
BIPGX: BlackRock Lifecycle Prprd Prtfl 35 Cl I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/09/2007 |
Last Dividend Date: | 08/05/2020 |
12-Mo. Yield | 25.76% |
Expenses | 0.23% |
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 | 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 | 6.0 | 8.4 | 8.1 | 5.1 | 0.9 | 21.4 | -7.5 | 15.1 | 11.4 | -3.2 | 5.4 | 19.0 | 13.8 | -2.6 | 13.4 | 31.2 | -36.8 | 5.2 |
Sharpe Ratio | NA | 0.29 | 0.32 | 0.56 | 0.56 | 0.27 | 0.04 | 2.39 | -0.79 | 2.39 | 0.87 | -0.26 | 0.6 | 2.24 | 1.0 | -0.12 | 0.72 | 1.31 | -1.28 | 0.26 |
Draw Down(%) | NA | 27.4 | 27.4 | 27.4 | 27.4 | 50.6 | 27.4 | 4.7 | 14.7 | 3.0 | 10.5 | 12.0 | 7.0 | 5.8 | 11.2 | 20.5 | 14.7 | 23.2 | 42.5 | 13.9 |
Standard Deviation(%) | NA | 22.5 | 15.2 | 13.6 | 13.7 | 17.0 | 25.9 | 8.3 | 11.2 | 6.1 | 12.9 | 12.3 | 8.9 | 8.5 | 13.8 | 21.0 | 18.5 | 23.7 | 29.3 | 20.5 |
Treynor Ratio | NA | 0.15 | 0.09 | 0.13 | 0.11 | 0.07 | 0.02 | 0.22 | -0.1 | 0.17 | 0.14 | -0.03 | 0.09 | 0.25 | 0.15 | -0.03 | 0.16 | 0.43 | -0.67 | 0.05 |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.04 | -0.09 | 0.03 |
Beta | NA | 0.42 | 0.55 | 0.61 | 0.72 | 0.69 | 0.41 | 0.9 | 0.92 | 0.86 | 0.78 | 0.95 | 0.63 | 0.77 | 0.93 | 0.83 | 0.81 | 0.73 | 0.56 | 0.98 |
RSquared | NA | 0.2 | 0.34 | 0.38 | 0.51 | 0.52 | 0.19 | 0.83 | 0.9 | 0.52 | 0.47 | 0.84 | 0.41 | 0.76 | 0.61 | 0.72 | 0.54 | 0.59 | 0.49 | 0.62 |
Yield(%) | N/A | 25.8 | 12.2 | 10.5 | 8.9 | N/A | 15.9 | 12.0 | 8.0 | 3.3 | 3.7 | 7.2 | 6.5 | 9.7 | 5.1 | 3.5 | 1.2 | 1.4 | 0.5 | 1.5 |
Dividend Growth(%) | N/A | 209.7 | 126.6 | 102.5 | N/A | N/A | 46.6 | 26.1 | 178.8 | -5.7 | -53.9 | 8.6 | -27.8 | 110.9 | 35.3 | 240.0 | 11.1 | 80.0 | -66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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 2031-2035 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2031-2035
Best Mutual Funds
- ARLIX (ONE CHOICE 2035 PORTFOLIO I CLASS) (100%)
- ARYIX (ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS) (99%)
- TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) (97%)
- VTTHX (VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES) (96%)
- FFTHX (FIDELITY FREEDOM 2035 FUND FIDELITY FREEDOM 2035 FUND) (95%)
- ISQIX (VOYA SOLUTION 2035 PORTFOLIO CLASS I) (94%)
- TCLRX (TIAA-CREF LIFECYCLE 2035 FUND RETIREMENT CLASS) (92%)
- FITHX (FIDELITY ADVISOR FREEDOM 2035 FUND CLASS I) (91%)
- PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) (88%)
- GMHZX (MYDESTINATION 2035 FUND INVESTOR) (87%)