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BRPGX: BlackRock Lifecycle Prprd Prtl 35ClR (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/08/2007 |
Last Dividend Date: | 08/05/2020 |
12-Mo. Yield | 25.41% |
Expenses | 0.82% |
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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 05/08/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 7.7 | 5.1 | 7.3 | 7.3 | 4.4 | 0.5 | 20.7 | -8.0 | 15.0 | 10.3 | -3.8 | 4.8 | 18.2 | 13.2 | -3.3 | 12.7 | 30.1 | -37.1 | 4.8 |
Sharpe Ratio | NA | 0.25 | 0.28 | 0.52 | 0.52 | 0.23 | 0.01 | 2.32 | -0.83 | 2.47 | 0.79 | -0.32 | 0.54 | 2.14 | 0.98 | -0.16 | 0.68 | 1.26 | -1.29 | 0.22 |
Draw Down(%) | NA | 27.4 | 27.4 | 27.4 | 27.4 | 51.1 | 27.4 | 4.9 | 15.1 | 2.5 | 10.4 | 12.2 | 7.1 | 5.9 | 11.4 | 20.7 | 14.8 | 23.3 | 42.9 | 14.1 |
Standard Deviation(%) | NA | 22.5 | 15.2 | 13.6 | 13.6 | 17.0 | 26.0 | 8.3 | 11.2 | 5.8 | 12.8 | 12.2 | 8.9 | 8.5 | 13.5 | 21.0 | 18.4 | 23.8 | 29.4 | 20.6 |
Treynor Ratio | NA | 0.13 | 0.08 | 0.12 | 0.1 | 0.06 | 0.01 | 0.23 | -0.11 | 0.19 | 0.14 | -0.05 | 0.08 | 0.25 | 0.15 | -0.04 | 0.16 | 0.41 | -0.67 | 0.05 |
Alpha | NA | 0.02 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.04 | -0.08 | 0.04 |
Beta | NA | 0.42 | 0.54 | 0.58 | 0.69 | 0.68 | 0.41 | 0.83 | 0.88 | 0.75 | 0.7 | 0.84 | 0.61 | 0.74 | 0.89 | 0.83 | 0.8 | 0.73 | 0.57 | 0.96 |
RSquared | NA | 0.2 | 0.33 | 0.35 | 0.5 | 0.51 | 0.19 | 0.76 | 0.86 | 0.49 | 0.42 | 0.72 | 0.4 | 0.73 | 0.63 | 0.71 | 0.55 | 0.58 | 0.49 | 0.61 |
Yield(%) | N/A | 25.4 | 11.9 | 10.0 | 8.3 | N/A | 15.9 | 11.6 | 7.9 | 2.7 | 3.1 | 6.7 | 6.1 | 9.2 | 4.5 | 2.6 | 0.6 | 0.8 | 0.2 | 1.2 |
Dividend Growth(%) | N/A | 207.3 | 138.6 | 117.2 | N/A | N/A | 50.9 | 22.2 | 233.3 | -6.9 | -58.6 | 7.7 | -28.6 | 127.5 | 60.0 | 400.0 | 0.0 | 150.0 | -83.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/08/2007
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