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LINKX: BlackRock LifePath Idx 2030 Prt Cl K Shs (MUTUAL FUND)
Basic Info 16.23 0.11(0.68%) April 26
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (29%) |
Start Date: | 06/01/2011 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.22% |
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(%) | 1.4 | 1.1 | 10.2 | 0.6 | 5.7 | 6.1 | 6.5 | 14.6 | -16.4 | 11.4 | 13.0 | 21.1 | -5.6 | 15.3 | 7.9 | -0.5 | 6.8 | 15.2 | 13.3 | -6.2 |
Sharpe Ratio | NA | -0.05 | 0.76 | -0.16 | 0.33 | 0.46 | 0.51 | 1.18 | -1.2 | 1.43 | 0.65 | 2.69 | -0.69 | 3.19 | 0.75 | -0.05 | 0.99 | 1.92 | 1.45 | -0.47 |
Draw Down(%) | NA | 4.0 | 8.8 | 22.7 | 24.1 | 24.1 | 24.1 | 8.8 | 22.2 | 3.5 | 24.1 | 3.7 | 12.5 | 1.4 | 7.8 | 9.8 | 5.2 | 6.3 | 7.9 | 15.5 |
Standard Deviation(%) | NA | 7.5 | 8.4 | 10.8 | 12.7 | 10.9 | 11.2 | 8.8 | 14.9 | 7.9 | 19.6 | 7.3 | 10.0 | 4.6 | 10.3 | 10.6 | 6.9 | 7.9 | 9.2 | 21.8 |
Treynor Ratio | NA | 0.0 | 0.07 | -0.02 | 0.06 | 0.06 | 0.07 | 0.11 | -0.18 | 0.12 | 0.24 | 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 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 |
Beta | NA | 0.98 | 0.95 | 0.95 | 0.72 | 0.79 | 0.82 | 0.92 | 0.97 | 0.92 | 0.53 | 0.78 | 0.94 | 0.91 | 0.98 | 0.99 | 0.83 | 0.87 | 0.79 | 0.9 |
RSquared | NA | 0.94 | 0.84 | 0.93 | 0.58 | 0.69 | 0.75 | 0.78 | 0.98 | 0.95 | 0.33 | 0.64 | 0.95 | 0.81 | 0.96 | 0.99 | 0.96 | 0.93 | 0.82 | 0.95 |
Yield(%) | N/A | 0.0 | 2.3 | 2.3 | 2.8 | 3.0 | N/A | 2.8 | 2.1 | 2.8 | 2.1 | 3.8 | 2.2 | 2.7 | 2.1 | 2.9 | 3.3 | 3.2 | 2.3 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -10.5 | 9.2 | 23.3 | N/A | N/A | 8.1 | -19.6 | 48.4 | -35.4 | 60.0 | -6.2 | 33.3 | -29.4 | -10.5 | 15.2 | 57.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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