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LIPAX: BlackRock LifePath Idx 2050 Prt InvA Shs (MUTUAL FUND)
Basic Info 25.58 0.13(0.51%) July 03
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 06/01/2011 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 2.20% |
| Expenses | 0.39% |
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Performance Analytics (As of 07/03/2025)
| 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(%) | 1.8 | 10.3 | 14.9 | 15.7 | 12.5 | 9.5 | 9.3 | 12.9 | 21.0 | -18.7 | 18.2 | 14.6 | 26.4 | -8.1 | 20.1 | 8.8 | -1.0 | 7.3 | 21.0 | 16.0 | -9.5 |
| Sharpe Ratio | NA | 0.91 | 0.69 | 0.8 | 0.66 | 0.48 | 0.5 | 0.56 | 1.35 | -0.91 | 1.47 | 0.45 | 2.28 | -0.67 | 3.12 | 0.61 | -0.07 | 0.77 | 2.02 | 1.27 | -0.52 |
| Draw Down(%) | NA | 16.0 | 16.0 | 16.6 | 26.8 | 34.3 | 34.3 | 7.2 | 11.3 | 26.5 | 5.4 | 34.3 | 6.2 | 17.4 | 1.8 | 11.0 | 12.8 | 7.4 | 7.3 | 11.2 | 21.2 |
| Standard Deviation(%) | NA | 20.5 | 17.0 | 15.5 | 15.8 | 16.9 | 16.5 | 11.4 | 12.6 | 22.1 | 12.4 | 32.2 | 11.0 | 14.1 | 6.3 | 13.9 | 14.4 | 9.5 | 10.4 | 12.7 | 30.2 |
| Treynor Ratio | NA | 0.22 | 0.15 | 0.14 | 0.12 | 0.09 | 0.09 | 0.08 | 0.19 | -0.23 | 0.2 | 0.17 | 0.37 | -0.12 | 0.24 | 0.08 | -0.01 | 0.09 | 0.23 | 0.18 | -0.15 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | -0.01 | -0.02 | 0.0 | 0.02 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.01 | -0.04 |
| Beta | NA | 0.83 | 0.81 | 0.86 | 0.87 | 0.86 | 0.88 | 0.78 | 0.9 | 0.89 | 0.9 | 0.86 | 0.68 | 0.79 | 0.81 | 1.02 | 0.9 | 0.81 | 0.89 | 0.89 | 1.02 |
| RSquared | NA | 0.95 | 0.89 | 0.91 | 0.92 | 0.89 | 0.89 | 0.75 | 0.88 | 0.96 | 0.92 | 0.87 | 0.61 | 0.93 | 0.75 | 0.92 | 0.95 | 0.94 | 0.91 | 0.8 | 0.94 |
| Yield(%) | N/A | 0.0 | 2.2 | 1.9 | 2.1 | 2.7 | N/A | 2.5 | 2.2 | 1.3 | 2.1 | 1.5 | 3.8 | 1.9 | 2.5 | 2.0 | 2.8 | 2.8 | 3.3 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 143.4 | -9.8 | -0.8 | N/A | N/A | 31.1 | 37.3 | -27.0 | 49.2 | -49.5 | 79.0 | -9.8 | 32.4 | -31.1 | 4.2 | -2.9 | 95.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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See Target Date 2046-2050 Asset Class Trend Rankings |
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