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LIJIX: BlackRock LifePath Idx 2035 Prt Inst Cl (MUTUAL FUND)
Basic Info 17.67 0.06(0.34%) April 25
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (35%) |
Start Date: | 06/01/2011 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.03% |
Expenses | 0.39% |
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Performance Analytics (As of 04/24/2024)
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(%) | 0.7 | 1.2 | 11.5 | 1.2 | 6.6 | 6.7 | 7.2 | 16.5 | -17.1 | 13.8 | 13.6 | 23.1 | -6.4 | 17.3 | 8.2 | -0.5 | 7.0 | 16.7 | 14.2 | -7.0 |
Sharpe Ratio | NA | -0.35 | 0.62 | -0.1 | 0.33 | 0.45 | 0.49 | 1.26 | -1.09 | 1.46 | 0.58 | 2.53 | -0.68 | 3.16 | 0.69 | -0.05 | 0.9 | 1.92 | 1.39 | -0.48 |
Draw Down(%) | NA | 4.4 | 9.5 | 23.9 | 27.8 | 27.8 | 27.8 | 9.5 | 23.5 | 4.2 | 27.8 | 4.5 | 14.2 | 1.6 | 9.1 | 11.0 | 5.8 | 6.6 | 8.8 | 17.1 |
Standard Deviation(%) | NA | 8.4 | 9.2 | 12.4 | 14.7 | 12.6 | 12.8 | 9.8 | 17.0 | 9.4 | 23.0 | 8.6 | 11.4 | 5.3 | 11.7 | 12.1 | 7.7 | 8.7 | 10.2 | 24.1 |
Treynor Ratio | NA | -0.03 | 0.06 | -0.01 | 0.07 | 0.07 | 0.07 | 0.13 | -0.18 | 0.14 | 0.24 | 0.27 | -0.08 | 0.18 | 0.08 | -0.01 | 0.08 | 0.19 | 0.18 | -0.13 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 |
Beta | NA | 1.04 | 0.98 | 1.0 | 0.75 | 0.82 | 0.84 | 0.95 | 1.01 | 0.99 | 0.55 | 0.81 | 0.97 | 0.95 | 1.01 | 1.02 | 0.84 | 0.87 | 0.8 | 0.9 |
RSquared | NA | 0.98 | 0.86 | 0.93 | 0.57 | 0.68 | 0.74 | 0.81 | 0.98 | 0.94 | 0.32 | 0.63 | 0.95 | 0.84 | 0.97 | 0.99 | 0.97 | 0.94 | 0.83 | 0.95 |
Yield(%) | N/A | 0.0 | 2.2 | 2.1 | 2.7 | 3.0 | N/A | 2.7 | 1.9 | 2.7 | 1.9 | 4.0 | 2.2 | 2.6 | 2.0 | 2.8 | 3.0 | 3.5 | 2.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -7.9 | 5.4 | 28.6 | N/A | N/A | 13.9 | -20.0 | 50.0 | -41.2 | 64.5 | -3.1 | 39.1 | -30.3 | -5.7 | -2.8 | 63.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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