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LIQIX: BlackRock LifePath Idx 2020 Prt Inst 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 | 2.73% |
Expenses | 0.15% |
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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 | 7.9 | 6.0 | 4.8 | 5.8 | 0.0 | 14.0 | -4.0 | 11.2 | 6.7 | -0.4 | 6.3 | 11.1 | 11.4 | -4.1 |
Sharpe Ratio | NA | 1.69 | 0.98 | 0.68 | 0.74 | 0.0 | 2.84 | -0.8 | 3.1 | 0.91 | -0.05 | 1.22 | 1.77 | 1.64 | -0.42 |
Draw Down(%) | NA | 1.8 | 8.7 | 9.2 | 11.6 | 0.0 | 1.8 | 8.7 | 1.2 | 5.0 | 7.6 | 3.8 | 5.6 | 5.6 | 11.6 |
Standard Deviation(%) | NA | 3.9 | 5.0 | 6.0 | 7.2 | NA | 4.4 | 6.7 | 3.4 | 7.2 | 7.4 | 5.2 | 6.3 | 6.9 | 16.5 |
Treynor Ratio | NA | 10.4 | 1.7 | 0.7 | 0.41 | NA | 13.79 | -0.37 | 0.13 | 0.08 | 0.0 | 0.08 | 0.13 | 0.15 | -0.08 |
Alpha | NA | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.05 | -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 | 0.87 | 0.78 | 0.84 | 0.76 | 0.86 |
RSquared | NA | 0.01 | 0.04 | 0.07 | 0.15 | 0.0 | 0.01 | 0.22 | 0.71 | 0.94 | 0.97 | 0.94 | 0.92 | 0.82 | 0.94 |
Yield(%) | N/A | 2.7 | 2.7 | 2.6 | N/A | 0.0 | 2.9 | 2.5 | 2.5 | 2.1 | 2.8 | 3.3 | 2.7 | 2.0 | 0.0 |
Dividend Growth(%) | N/A | 7.9 | 4.0 | N/A | N/A | -100.0 | 9.4 | 10.3 | 26.1 | -30.3 | -10.8 | 32.1 | 47.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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