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LIQAX: BlackRock LifePath Idx 2020 Prt InvA Shs (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/01/2011 |
Last Dividend Date: | 11/13/2019 |
12-Mo. Yield | 2.05% |
Expenses | 0.40% |
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Performance Analytics (As of 03/05/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/01/2011 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 7.6 | 5.8 | 4.6 | 5.5 | 0.0 | 13.7 | -4.3 | 11.1 | 6.5 | -0.6 | 6.0 | 10.9 | 11.0 | -4.1 |
Sharpe Ratio | NA | 1.57 | 0.92 | 0.65 | 0.7 | 0.0 | 2.7 | -0.83 | 3.09 | 0.88 | -0.09 | 1.16 | 1.73 | 1.59 | -0.42 |
Draw Down(%) | NA | 1.9 | 8.9 | 9.4 | 11.6 | 0.0 | 1.9 | 8.9 | 1.2 | 5.0 | 7.6 | 3.9 | 5.6 | 5.7 | 11.6 |
Standard Deviation(%) | NA | 4.0 | 5.0 | 5.9 | 7.2 | NA | 4.6 | 6.7 | 3.4 | 7.1 | 7.4 | 5.1 | 6.3 | 6.9 | 16.5 |
Treynor Ratio | NA | 9.72 | 1.61 | 0.66 | 0.39 | NA | 13.17 | -0.4 | 0.13 | 0.07 | -0.01 | 0.08 | 0.13 | 0.15 | -0.08 |
Alpha | NA | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.04 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 |
Beta | NA | 0.01 | 0.03 | 0.06 | 0.13 | 0.0 | 0.01 | 0.14 | 0.8 | 0.87 | 0.88 | 0.78 | 0.84 | 0.76 | 0.86 |
RSquared | NA | 0.01 | 0.04 | 0.07 | 0.15 | 0.0 | 0.01 | 0.21 | 0.72 | 0.95 | 0.98 | 0.94 | 0.92 | 0.81 | 0.94 |
Yield(%) | N/A | 2.5 | 2.4 | 2.4 | N/A | 0.0 | 2.6 | 2.2 | 2.4 | 1.9 | 2.7 | 3.0 | 2.4 | 1.8 | 0.0 |
Dividend Growth(%) | N/A | 10.7 | 2.4 | N/A | N/A | -100.0 | 10.7 | 0.0 | 33.3 | -32.3 | -6.1 | 32.0 | 47.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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