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BIPJX: BlackRock Lifecycle Prprd Prtfl 45 Cl I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/09/2007 |
Last Dividend Date: | 08/05/2020 |
12-Mo. Yield | 23.90% |
Expenses | 0.23% |
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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 | 9.2 | 5.4 | 8.0 | 8.4 | 5.5 | 0.2 | 22.8 | -9.1 | 16.2 | 12.3 | -3.1 | 5.0 | 21.8 | 15.0 | -2.4 | 13.2 | 31.3 | -36.0 | 5.8 |
Sharpe Ratio | NA | 0.25 | 0.26 | 0.48 | 0.53 | 0.27 | 0.0 | 2.12 | -0.8 | 2.26 | 0.81 | -0.23 | 0.48 | 2.26 | 1.16 | -0.12 | 0.7 | 1.3 | -1.25 | 0.29 |
Draw Down(%) | NA | 32.0 | 32.0 | 32.0 | 32.0 | 50.9 | 32.0 | 6.2 | 17.2 | 3.2 | 12.2 | 13.4 | 8.3 | 6.1 | 10.8 | 20.1 | 14.7 | 23.1 | 41.9 | 13.4 |
Standard Deviation(%) | NA | 27.4 | 18.4 | 16.3 | 15.2 | 18.1 | 31.7 | 10.1 | 13.0 | 6.9 | 14.9 | 14.0 | 10.4 | 9.6 | 13.0 | 20.8 | 18.6 | 24.0 | 29.4 | 21.6 |
Treynor Ratio | NA | 0.16 | 0.09 | 0.14 | 0.12 | 0.07 | 0.0 | 0.4 | -0.13 | 0.18 | 0.14 | -0.03 | 0.07 | 0.26 | 0.17 | -0.03 | 0.16 | 0.42 | -0.66 | 0.06 |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.03 | -0.01 | -0.01 | 0.02 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.04 | -0.08 | 0.04 |
Beta | NA | 0.43 | 0.51 | 0.57 | 0.68 | 0.68 | 0.42 | 0.54 | 0.8 | 0.89 | 0.85 | 0.98 | 0.68 | 0.83 | 0.89 | 0.81 | 0.81 | 0.75 | 0.56 | 1.07 |
RSquared | NA | 0.2 | 0.31 | 0.36 | 0.48 | 0.5 | 0.19 | 0.56 | 0.82 | 0.56 | 0.53 | 0.84 | 0.41 | 0.76 | 0.69 | 0.72 | 0.55 | 0.61 | 0.48 | 0.66 |
Yield(%) | N/A | 23.9 | 11.3 | 10.1 | 8.9 | N/A | 12.0 | 14.4 | 7.4 | 2.8 | 3.9 | 8.2 | 7.1 | 8.2 | 3.6 | 3.2 | 1.4 | 1.2 | 0.3 | 1.6 |
Dividend Growth(%) | N/A | 205.1 | 91.0 | 120.1 | N/A | N/A | -9.3 | 60.6 | 213.3 | -23.1 | -58.1 | 10.7 | -3.4 | 163.6 | 6.5 | 158.3 | 50.0 | 166.7 | -81.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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