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LIBIX: BlackRock LifePath Idx 2025 Prt Inst Shs (MUTUAL FUND)
Basic Info 14.94 0.08(0.54%) April 26
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (34%) |
Start Date: | 06/01/2011 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.30% |
Expenses | 0.39% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/01/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 0.1 | 7.4 | -0.4 | 4.5 | 5.2 | 5.7 | 12.4 | -15.8 | 8.9 | 12.4 | 18.8 | -4.8 | 13.5 | 7.3 | -0.4 | 6.5 | 13.3 | 12.1 | -5.3 |
Sharpe Ratio | NA | -0.49 | 0.48 | -0.29 | 0.28 | 0.45 | 0.5 | 1.03 | -1.36 | 1.34 | 0.76 | 2.9 | -0.73 | 3.3 | 0.81 | -0.05 | 1.07 | 1.85 | 1.5 | -0.46 |
Draw Down(%) | NA | 3.5 | 8.0 | 21.3 | 21.3 | 21.3 | 21.3 | 8.0 | 20.8 | 3.2 | 20.1 | 2.7 | 10.8 | 1.3 | 6.4 | 8.7 | 4.6 | 5.9 | 6.9 | 13.7 |
Standard Deviation(%) | NA | 6.7 | 7.5 | 9.3 | 10.6 | 9.2 | 9.6 | 7.9 | 12.7 | 6.6 | 16.1 | 6.0 | 8.4 | 3.9 | 8.7 | 9.1 | 6.1 | 7.1 | 8.1 | 19.3 |
Treynor Ratio | NA | -0.03 | 0.04 | -0.03 | 0.14 | 0.15 | 0.14 | 0.12 | -0.19 | 0.1 | 0.48 | 6.23 | -0.28 | 0.15 | 0.08 | 0.0 | 0.08 | 0.15 | 0.16 | -0.1 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.03 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 |
Beta | NA | 0.96 | 0.93 | 0.9 | 0.21 | 0.27 | 0.35 | 0.68 | 0.92 | 0.85 | 0.26 | 0.03 | 0.22 | 0.86 | 0.93 | 0.94 | 0.82 | 0.87 | 0.78 | 0.89 |
RSquared | NA | 0.92 | 0.8 | 0.9 | 0.18 | 0.25 | 0.34 | 0.59 | 0.97 | 0.88 | 0.17 | 0.03 | 0.29 | 0.8 | 0.96 | 0.98 | 0.96 | 0.93 | 0.81 | 0.95 |
Yield(%) | N/A | 0.0 | 2.3 | 2.3 | 2.7 | 2.9 | N/A | 2.8 | 2.2 | 2.6 | 2.4 | 3.5 | 2.5 | 2.4 | 2.0 | 2.6 | 2.9 | 3.0 | 1.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -13.5 | 0.0 | 24.2 | N/A | N/A | 5.6 | -10.0 | 17.6 | -20.9 | 30.3 | 13.8 | 31.8 | -26.7 | -9.1 | 6.5 | 82.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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