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LINAX: BlackRock LifePath Idx 2030 Prt InvA Shs (MUTUAL FUND)
Basic Info 16.22 0.1(0.62%) April 26
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (31%) |
Start Date: | 06/01/2011 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.93% |
Expenses | 0.39% |
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Performance Analytics (As of 04/26/2024)
Last 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(%) | 1.3 | 0.9 | 9.8 | 0.2 | 5.4 | 5.8 | 6.2 | 14.3 | -16.7 | 11.1 | 12.7 | 20.8 | -5.9 | 15.0 | 7.7 | -0.8 | 6.5 | 14.8 | 13.1 | -6.2 |
Sharpe Ratio | NA | -0.13 | 0.72 | -0.19 | 0.3 | 0.43 | 0.48 | 1.15 | -1.22 | 1.38 | 0.63 | 2.66 | -0.73 | 3.12 | 0.73 | -0.08 | 0.94 | 1.86 | 1.44 | -0.48 |
Draw Down(%) | NA | 4.0 | 8.8 | 22.9 | 24.1 | 24.1 | 24.1 | 8.8 | 22.4 | 3.6 | 24.1 | 3.7 | 12.8 | 1.4 | 7.8 | 10.0 | 5.3 | 6.2 | 7.8 | 15.5 |
Standard Deviation(%) | NA | 7.5 | 8.3 | 10.9 | 12.7 | 10.9 | 11.2 | 8.8 | 14.9 | 8.0 | 19.6 | 7.3 | 9.9 | 4.6 | 10.2 | 10.7 | 6.9 | 7.9 | 9.2 | 21.7 |
Treynor Ratio | NA | -0.01 | 0.06 | -0.02 | 0.05 | 0.06 | 0.07 | 0.11 | -0.19 | 0.12 | 0.24 | 0.25 | -0.08 | 0.16 | 0.08 | -0.01 | 0.08 | 0.17 | 0.17 | -0.11 |
Alpha | NA | -0.01 | -0.01 | 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 | 0.98 | 0.95 | 0.96 | 0.73 | 0.8 | 0.82 | 0.92 | 0.98 | 0.93 | 0.53 | 0.77 | 0.94 | 0.92 | 0.97 | 0.99 | 0.84 | 0.88 | 0.79 | 0.9 |
RSquared | NA | 0.94 | 0.84 | 0.93 | 0.58 | 0.69 | 0.75 | 0.78 | 0.99 | 0.94 | 0.34 | 0.63 | 0.96 | 0.81 | 0.97 | 0.99 | 0.96 | 0.94 | 0.81 | 0.95 |
Yield(%) | N/A | 0.0 | 2.1 | 2.1 | 2.5 | 2.7 | N/A | 2.5 | 1.9 | 2.6 | 1.8 | 3.5 | 2.0 | 2.3 | 1.9 | 2.6 | 3.1 | 2.9 | 2.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -8.8 | 10.2 | 23.8 | N/A | N/A | 9.1 | -21.4 | 55.6 | -38.6 | 63.0 | -3.6 | 33.3 | -32.3 | -11.4 | 16.7 | 57.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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