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LIJAX: BlackRock LifePath Idx 2035 Prt InvA Shs (MUTUAL FUND)
Basic Info 20.39 0.03(0.15%) July 10
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 06/01/2011 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 2.22% |
| Expenses | 0.39% |
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Performance Analytics (As of 07/03/2025)
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(%) | 0.3 | 8.1 | 11.2 | 11.5 | 8.5 | 7.5 | 7.5 | 8.3 | 16.3 | -17.4 | 13.1 | 13.2 | 22.8 | -6.6 | 16.9 | 8.0 | -0.8 | 6.7 | 16.5 | 13.8 | -7.0 |
| Sharpe Ratio | NA | 0.98 | 0.71 | 0.68 | 0.56 | 0.46 | 0.51 | 0.19 | 1.23 | -1.11 | 1.4 | 0.52 | 2.5 | -0.7 | 3.14 | 0.67 | -0.07 | 0.86 | 1.91 | 1.36 | -0.48 |
| Draw Down(%) | NA | 10.6 | 10.6 | 14.6 | 24.3 | 27.8 | 27.8 | 5.5 | 9.7 | 23.8 | 4.2 | 27.8 | 4.6 | 14.4 | 1.5 | 9.1 | 11.1 | 5.9 | 6.5 | 8.8 | 17.1 |
| Standard Deviation(%) | NA | 13.9 | 11.8 | 11.7 | 11.9 | 13.1 | 12.9 | 8.8 | 9.8 | 17.0 | 9.4 | 24.7 | 8.6 | 11.4 | 5.2 | 11.7 | 12.2 | 7.7 | 8.6 | 10.2 | 24.1 |
| Treynor Ratio | NA | 0.14 | 0.08 | 0.08 | 0.07 | 0.06 | 0.07 | 0.02 | 0.12 | -0.18 | 0.47 | 0.13 | 0.26 | -0.08 | 0.17 | 0.08 | -0.01 | 0.08 | 0.19 | 0.17 | -0.13 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.05 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 |
| Beta | NA | 1.0 | 0.99 | 1.02 | 1.01 | 1.0 | 0.96 | 0.87 | 1.03 | 1.02 | 0.28 | 1.01 | 0.81 | 0.96 | 0.94 | 1.01 | 1.02 | 0.84 | 0.87 | 0.8 | 0.9 |
| RSquared | NA | 0.99 | 0.99 | 0.98 | 0.97 | 0.96 | 0.95 | 0.82 | 0.93 | 0.99 | 0.27 | 0.98 | 0.63 | 0.95 | 0.84 | 0.97 | 0.99 | 0.97 | 0.94 | 0.81 | 0.95 |
| Yield(%) | N/A | 0.0 | 2.2 | 2.0 | 2.1 | 2.6 | N/A | 2.4 | 2.4 | 1.6 | 2.0 | 1.6 | 3.7 | 2.0 | 2.3 | 1.9 | 2.6 | 2.9 | 3.2 | 2.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 104.4 | -8.3 | -0.3 | N/A | N/A | 12.1 | 21.6 | -10.5 | 37.9 | -47.1 | 68.9 | -2.3 | 31.5 | -30.1 | -7.8 | 0.0 | 66.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2031-2035 Asset Class Trend Rankings |
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