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LIPAX: BlackRock LifePath Idx 2050 Prt InvA Shs (MUTUAL FUND)
Basic Info 21.38 0.18(0.85%) April 26
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (46%) |
Start Date: | 06/01/2011 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.47% |
Expenses | 0.39% |
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Performance Analytics (As of 04/26/2024)
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(%) | 2.4 | 4.1 | 18.9 | 3.2 | 8.8 | 8.2 | 8.5 | 21.0 | -18.6 | 18.4 | 14.7 | 26.4 | -8.1 | 20.1 | 8.8 | -1.0 | 7.3 | 21.0 | 16.0 | -9.5 |
Sharpe Ratio | NA | 0.9 | 1.31 | 0.06 | 0.38 | 0.45 | 0.47 | 1.34 | -0.91 | 1.49 | 0.48 | 2.28 | -0.67 | 3.12 | 0.61 | -0.07 | 0.77 | 2.02 | 1.27 | -0.52 |
Draw Down(%) | NA | 5.2 | 11.3 | 26.6 | 34.3 | 34.3 | 34.3 | 11.3 | 26.4 | 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 | 10.7 | 11.5 | 16.0 | 19.0 | 15.9 | 16.2 | 12.6 | 22.1 | 12.3 | 29.8 | 11.0 | 14.1 | 6.3 | 13.9 | 14.4 | 9.5 | 10.4 | 12.7 | 30.2 |
Treynor Ratio | NA | 0.11 | 0.17 | 0.01 | 0.11 | 0.1 | 0.1 | 0.19 | -0.22 | 0.2 | 0.32 | 0.37 | -0.12 | 0.24 | 0.08 | -0.01 | 0.09 | 0.23 | 0.18 | -0.15 |
Alpha | NA | -0.03 | -0.02 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | 0.03 | 0.02 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.01 | -0.04 |
Beta | NA | 0.87 | 0.91 | 0.89 | 0.65 | 0.71 | 0.76 | 0.87 | 0.89 | 0.9 | 0.45 | 0.68 | 0.79 | 0.81 | 1.02 | 0.9 | 0.81 | 0.89 | 0.89 | 1.02 |
RSquared | NA | 0.9 | 0.86 | 0.92 | 0.53 | 0.62 | 0.68 | 0.82 | 0.96 | 0.92 | 0.27 | 0.61 | 0.93 | 0.75 | 0.92 | 0.95 | 0.94 | 0.91 | 0.8 | 0.94 |
Yield(%) | N/A | 0.0 | 1.9 | 1.8 | 2.4 | 2.8 | N/A | 2.3 | 1.4 | 2.2 | 1.6 | 3.8 | 1.9 | 2.5 | 2.0 | 2.7 | 2.7 | 3.2 | 1.9 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 9.4 | 1.9 | 21.2 | N/A | N/A | 30.0 | -26.8 | 51.9 | -47.1 | 82.1 | -12.5 | 33.3 | -29.4 | 6.2 | -3.0 | 94.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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