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BRPDX: BlackRock Lifecycle Prprd Prtfl 25 Cl R (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 | 24.47% |
Expenses | 0.81% |
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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 | -12.3 | -1.5 | 2.6 | 4.8 | 4.7 | -16.3 | 18.0 | -6.1 | 12.6 | 9.0 | -2.8 | 5.2 | 14.7 | 12.8 | -1.1 | 12.1 | 27.8 | -31.9 | 4.8 |
Sharpe Ratio | NA | -0.53 | -0.15 | 0.17 | 0.38 | 0.19 | -0.74 | 2.7 | -0.87 | 2.61 | 0.94 | -0.31 | 0.72 | 2.09 | 1.34 | -0.08 | 0.87 | 1.51 | -1.44 | 0.31 |
Draw Down(%) | NA | 21.8 | 21.8 | 21.8 | 21.8 | 44.3 | 21.8 | 3.0 | 11.7 | 2.0 | 7.6 | 9.7 | 5.8 | 5.5 | 7.8 | 15.2 | 10.6 | 19.0 | 36.8 | 10.4 |
Standard Deviation(%) | NA | 25.4 | 15.8 | 13.2 | 11.7 | 13.8 | 29.5 | 6.2 | 8.5 | 4.6 | 9.3 | 9.2 | 7.2 | 7.0 | 9.6 | 14.7 | 13.7 | 18.3 | 22.7 | 15.3 |
Treynor Ratio | NA | -0.75 | -0.21 | 0.16 | 0.17 | 0.07 | -1.25 | 3.4 | -0.36 | 0.15 | 0.12 | -0.03 | 0.08 | 0.19 | 0.16 | -0.02 | 0.16 | 0.41 | -0.65 | 0.06 |
Alpha | NA | -0.05 | -0.01 | 0.01 | 0.01 | 0.0 | -0.09 | 0.06 | -0.03 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.04 | -0.08 | 0.03 |
Beta | NA | 0.18 | 0.11 | 0.15 | 0.26 | 0.38 | 0.17 | 0.05 | 0.21 | 0.82 | 0.74 | 0.88 | 0.62 | 0.77 | 0.81 | 0.72 | 0.73 | 0.67 | 0.5 | 0.85 |
RSquared | NA | 0.04 | 0.04 | 0.07 | 0.16 | 0.28 | 0.03 | 0.08 | 0.25 | 0.53 | 0.53 | 0.83 | 0.39 | 0.76 | 0.62 | 0.71 | 0.53 | 0.6 | 0.48 | 0.63 |
Yield(%) | N/A | 24.5 | 11.5 | 9.7 | 8.0 | N/A | 17.5 | 8.6 | 7.9 | 2.7 | 2.6 | 8.2 | 8.1 | 5.6 | 3.3 | 6.7 | 1.5 | 1.4 | 1.1 | 1.5 |
Dividend Growth(%) | N/A | 200.3 | 89.1 | 90.2 | N/A | N/A | 123.5 | -6.9 | 234.6 | 8.3 | -72.1 | -2.3 | 54.4 | 90.0 | -54.5 | 407.7 | 30.0 | -9.1 | -26.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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