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LINIX: BlackRock LifePath Idx 2030 Prt Inst Shs (MUTUAL FUND)
Basic Info 18.31 0.03(0.16%) July 02
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 06/01/2011 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 2.79% |
| Expenses | 0.39% |
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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(%) | 1.3 | 7.1 | 11.6 | 10.1 | 7.9 | 6.8 | 7.0 | 9.2 | 14.6 | -16.5 | 11.3 | 13.0 | 21.0 | -5.6 | 15.2 | 7.8 | -0.5 | 6.8 | 15.1 | 13.4 | -6.2 |
| Sharpe Ratio | NA | 0.95 | 0.74 | 0.61 | 0.56 | 0.47 | 0.53 | 0.73 | 1.26 | -1.21 | 1.42 | 0.61 | 2.67 | -0.71 | 3.16 | 0.75 | -0.05 | 0.98 | 1.91 | 1.46 | -0.47 |
| Draw Down(%) | NA | 8.3 | 8.3 | 13.5 | 22.8 | 24.2 | 24.2 | 4.0 | 8.8 | 22.2 | 3.6 | 24.2 | 3.6 | 12.6 | 1.4 | 7.8 | 9.8 | 5.2 | 6.3 | 7.8 | 15.5 |
| Standard Deviation(%) | NA | 11.6 | 9.8 | 10.3 | 10.4 | 11.3 | 11.3 | 7.6 | 8.8 | 14.9 | 8.0 | 20.9 | 7.3 | 9.9 | 4.6 | 10.2 | 10.6 | 6.9 | 7.9 | 9.2 | 21.7 |
| Treynor Ratio | NA | 0.12 | 0.08 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.11 | -0.18 | 0.12 | 0.13 | 0.25 | -0.07 | 0.16 | 0.08 | -0.01 | 0.08 | 0.17 | 0.17 | -0.11 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 |
| Beta | NA | 0.9 | 0.91 | 0.97 | 0.96 | 0.95 | 0.93 | 0.96 | 0.99 | 0.98 | 0.92 | 0.96 | 0.78 | 0.94 | 0.91 | 0.98 | 0.99 | 0.83 | 0.87 | 0.79 | 0.9 |
| RSquared | NA | 0.95 | 0.96 | 0.96 | 0.96 | 0.95 | 0.94 | 0.97 | 0.92 | 0.99 | 0.91 | 0.98 | 0.63 | 0.96 | 0.81 | 0.97 | 0.99 | 0.96 | 0.93 | 0.81 | 0.95 |
| Yield(%) | N/A | 0.0 | 2.8 | 2.4 | 2.6 | 3.0 | N/A | 3.0 | 2.8 | 2.1 | 2.8 | 2.1 | 3.8 | 2.2 | 2.6 | 2.1 | 2.9 | 3.4 | 3.2 | 2.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 113.2 | -12.7 | 9.4 | N/A | N/A | 18.0 | 9.6 | -20.5 | 50.5 | -35.7 | 57.5 | -3.0 | 28.1 | -30.3 | -9.4 | 15.7 | 55.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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