Find A Portfolio/Ticker
Comparison Box
LIHKX: BlackRock LifePath Idx 2045 Prt Cl K Shs (MUTUAL FUND)
Basic Info 24.16 0.1(0.42%) June 30
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 06/01/2011 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 2.36% |
| Expenses | 0.39% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/01/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 8.8 | 14.3 | 14.0 | 12.4 | 9.1 | 9.1 | 14.4 | 20.3 | -18.1 | 17.8 | 14.6 | 26.3 | -7.5 | 20.0 | 8.9 | -0.6 | 7.5 | 19.9 | 15.6 | -8.8 |
| Sharpe Ratio | NA | 0.79 | 0.68 | 0.72 | 0.7 | 0.48 | 0.51 | 1.0 | 1.41 | -0.93 | 1.51 | 0.46 | 2.35 | -0.65 | 3.15 | 0.63 | -0.05 | 0.83 | 2.02 | 1.31 | -0.51 |
| Draw Down(%) | NA | 14.5 | 14.5 | 16.3 | 25.9 | 33.3 | 33.3 | 6.7 | 10.9 | 25.7 | 5.1 | 33.3 | 5.9 | 16.7 | 1.8 | 10.8 | 12.5 | 6.9 | 6.9 | 10.4 | 19.9 |
| Standard Deviation(%) | NA | 18.9 | 15.6 | 14.6 | 14.9 | 16.2 | 15.7 | 10.8 | 11.9 | 21.0 | 11.8 | 30.9 | 10.5 | 13.7 | 6.2 | 13.8 | 14.2 | 9.0 | 9.9 | 11.9 | 28.2 |
| Treynor Ratio | NA | 0.13 | 0.1 | 0.1 | 0.1 | 0.08 | 0.08 | 0.1 | 0.16 | -0.18 | 0.18 | 0.14 | 0.57 | -0.1 | 0.2 | 0.08 | -0.01 | 0.08 | 0.21 | 0.18 | -0.14 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 |
| Beta | NA | 1.1 | 1.09 | 1.08 | 1.07 | 1.0 | 0.99 | 1.07 | 1.08 | 1.07 | 1.01 | 1.06 | 0.44 | 0.87 | 0.98 | 1.07 | 1.08 | 0.9 | 0.95 | 0.89 | 1.03 |
| RSquared | NA | 0.99 | 0.99 | 0.98 | 0.98 | 0.92 | 0.92 | 0.99 | 0.94 | 1.0 | 0.91 | 0.98 | 0.33 | 0.87 | 0.86 | 0.98 | 0.99 | 0.97 | 0.95 | 0.82 | 0.95 |
| Yield(%) | N/A | 0.0 | 2.4 | 2.5 | 2.7 | 3.2 | N/A | 2.6 | 2.6 | 1.7 | 2.7 | 1.9 | 4.1 | 2.2 | 2.7 | 2.2 | 3.1 | 3.1 | 3.7 | 2.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 112.1 | 7.3 | 11.7 | N/A | N/A | 15.1 | 26.9 | -29.5 | 62.3 | -44.3 | 65.7 | -3.8 | 33.9 | -31.3 | 2.7 | -4.5 | 88.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2041-2045 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2041-2045
Best Mutual Funds
- AOOIX (ONE CHOICE 2045 PORTFOLIO I CLASS) 0.32% (100%)
- AROIX (ONE CHOICE 2045 PORTFOLIO INVESTOR CLASS) 0.32% (99%)
- VTIVX (Vanguard Target Retirement 2045 Fund Investor Shares) 0.37% (97%)
- TRRKX (T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE RETIREMENT 2045 FUND) 0.29% (96%)
- ISRIX (VOYA SOLUTION 2045 PORTFOLIO CLASS I) 0.77% (95%)
- PRVYX (Putnam Retirement Ready 2045 Fd Cl Y Shs) 0.36% (94%)
- FFFGX (FIDELITY FREEDOM 2045 FUND FIDELITY FREEDOM 2045 FUND) 0.34% (91%)
- FFFIX (FIDELITY ADVISOR FREEDOM 2045 FUND CLASS I) 0.34% (90%)
- GMFZX (MYDESTINATION 2045 FUND INVESTOR) 0.32% (88%)
- ISJIX (VOYA INDEX SOLUTION 2045 PORTFOLIO CLASS I) 0.81% (87%)
Latest Articles Related to LIHKX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
