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LIBKX: BlackRock LifePath Idx 2025 Prt Cl K Shs (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 06/01/2011 |
| Last Dividend Date: | 10/02/2024 |
| 12-Mo. Yield | 3.80% |
| Expenses | 0.39% |
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Performance Analytics (As of 12/06/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 13.2 | 1.5 | 5.0 | 5.5 | 6.1 | 9.2 | 12.4 | -15.8 | 8.5 | 12.0 | 19.0 | -4.8 | 13.5 | 7.4 | -0.5 | 6.7 | 13.3 | 12.3 | -5.3 |
| Sharpe Ratio | NA | 1.06 | -0.27 | 0.24 | 0.43 | 0.51 | 0.5 | 1.05 | -1.36 | 1.28 | 0.69 | 2.93 | -0.73 | 3.17 | 0.82 | -0.05 | 1.1 | 1.84 | 1.52 | -0.46 |
| Draw Down(%) | NA | 3.5 | 21.2 | 21.6 | 21.6 | 21.6 | 3.5 | 7.9 | 20.8 | 3.1 | 20.1 | 2.7 | 10.8 | 1.3 | 6.4 | 8.7 | 4.6 | 5.9 | 6.8 | 13.7 |
| Standard Deviation(%) | NA | 6.1 | 9.3 | 10.8 | 9.3 | 9.6 | 6.0 | 7.8 | 12.7 | 6.6 | 16.9 | 6.0 | 8.4 | 4.1 | 8.7 | 9.0 | 6.0 | 7.2 | 8.1 | 19.2 |
| Treynor Ratio | NA | 0.08 | -0.04 | 0.04 | 0.12 | 0.12 | 0.04 | 0.09 | -0.19 | 0.37 | 0.14 | 6.31 | -0.28 | 0.15 | 0.08 | -0.01 | 0.08 | 0.15 | 0.16 | -0.1 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.04 | 0.01 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 |
| Beta | NA | 0.81 | 0.6 | 0.72 | 0.34 | 0.41 | 0.8 | 0.95 | 0.92 | 0.23 | 0.86 | 0.03 | 0.22 | 0.89 | 0.93 | 0.93 | 0.81 | 0.87 | 0.79 | 0.89 |
| RSquared | NA | 0.8 | 0.61 | 0.77 | 0.37 | 0.45 | 0.82 | 0.86 | 0.98 | 0.25 | 0.96 | 0.03 | 0.29 | 0.79 | 0.96 | 0.99 | 0.95 | 0.93 | 0.81 | 0.95 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | 2.8 | 2.9 | 2.1 | 2.3 | 2.0 | 3.5 | 2.5 | 2.5 | 2.0 | 2.6 | 3.1 | 3.0 | 2.1 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | 6.9 | 13.5 | -2.0 | 22.5 | -32.3 | 27.3 | 13.3 | 31.6 | -26.9 | -12.5 | 14.3 | 53.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2011
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