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BIPHX: BlackRock Lifecycle Prprd Prtfl 40 Cl I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/09/2007 |
Last Dividend Date: | 08/05/2020 |
12-Mo. Yield | 24.03% |
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 | 8.4 | 5.3 | 7.8 | 8.1 | 5.2 | 0.1 | 22.2 | -8.6 | 14.9 | 12.4 | -3.1 | 5.5 | 20.5 | 14.0 | -2.6 | 13.5 | 31.8 | -36.9 | 6.4 |
Sharpe Ratio | NA | 0.25 | 0.28 | 0.5 | 0.53 | 0.27 | 0.0 | 2.23 | -0.8 | 2.12 | 0.85 | -0.23 | 0.56 | 2.25 | 1.06 | -0.13 | 0.73 | 1.34 | -1.29 | 0.37 |
Draw Down(%) | NA | 29.9 | 29.9 | 29.9 | 29.9 | 50.7 | 29.9 | 5.7 | 16.4 | 3.4 | 11.6 | 13.0 | 7.6 | 5.9 | 11.2 | 20.3 | 14.7 | 23.0 | 42.6 | 12.1 |
Standard Deviation(%) | NA | 25.1 | 17.0 | 15.2 | 14.6 | 17.5 | 29.0 | 9.3 | 12.4 | 6.8 | 14.2 | 13.5 | 9.8 | 9.1 | 13.3 | 20.9 | 18.5 | 23.6 | 29.3 | 19.5 |
Treynor Ratio | NA | 0.16 | 0.11 | 0.15 | 0.12 | 0.07 | 0.0 | 0.66 | -0.14 | 0.16 | 0.15 | -0.03 | 0.09 | 0.26 | 0.16 | -0.03 | 0.17 | 0.44 | -0.68 | 0.07 |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.05 | -0.02 | -0.01 | 0.02 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.04 | -0.09 | 0.04 |
Beta | NA | 0.4 | 0.43 | 0.5 | 0.63 | 0.64 | 0.39 | 0.32 | 0.7 | 0.87 | 0.8 | 0.95 | 0.64 | 0.79 | 0.9 | 0.81 | 0.81 | 0.73 | 0.55 | 0.97 |
RSquared | NA | 0.18 | 0.27 | 0.32 | 0.46 | 0.49 | 0.17 | 0.35 | 0.73 | 0.52 | 0.5 | 0.85 | 0.4 | 0.77 | 0.67 | 0.72 | 0.55 | 0.59 | 0.48 | 0.66 |
Yield(%) | N/A | 24.0 | 11.1 | 10.1 | 9.0 | N/A | 13.1 | 13.2 | 6.0 | 3.5 | 4.1 | 9.2 | 9.4 | 9.0 | 4.0 | 5.5 | 1.3 | 1.2 | 0.6 | 1.6 |
Dividend Growth(%) | N/A | 287.0 | 53.6 | 69.2 | N/A | N/A | 8.7 | 85.3 | 100.0 | -10.5 | -60.4 | -7.7 | 15.6 | 150.0 | -33.3 | 390.9 | 37.5 | 33.3 | -62.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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