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LIRAX: BlackRock LfPth Idx Rtrmt Prt Inv A Shs (MUTUAL FUND)
Basic Info 13.58 0.01(0.07%) May 17
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (16%) |
Start Date: | 06/01/2011 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.05% |
Expenses | 0.39% |
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Performance Analytics (As of 05/16/2024)
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(%) | 1.0 | 2.6 | 9.0 | 0.1 | 4.4 | 4.3 | 4.6 | 11.2 | -15.5 | 6.6 | 11.8 | 15.6 | -3.8 | 9.5 | 6.0 | -0.6 | 5.6 | 7.3 | 8.7 | -1.7 |
Sharpe Ratio | NA | 0.15 | 0.52 | -0.33 | 0.29 | 0.43 | 0.52 | 0.94 | -1.48 | 1.19 | 0.93 | 3.29 | -0.87 | 2.84 | 1.02 | -0.11 | 1.41 | 1.46 | 1.87 | -0.28 |
Draw Down(%) | NA | 3.4 | 7.6 | 20.7 | 20.7 | 20.7 | 20.7 | 7.6 | 20.0 | 2.9 | 15.4 | 1.6 | 7.9 | 1.2 | 3.6 | 6.3 | 2.9 | 4.9 | 3.3 | 7.0 |
Standard Deviation(%) | NA | 6.6 | 7.2 | 8.6 | 9.0 | 7.3 | 7.0 | 7.5 | 11.4 | 5.5 | 12.4 | 4.3 | 5.9 | 3.1 | 5.7 | 5.7 | 3.9 | 5.0 | 4.7 | 10.4 |
Treynor Ratio | NA | 0.01 | 0.03 | -0.02 | 0.02 | 0.03 | 0.03 | 0.06 | -0.13 | 0.05 | 0.14 | 0.13 | -0.04 | 0.08 | 0.05 | 0.0 | 0.05 | 0.06 | 0.08 | -0.02 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 |
Beta | NA | 1.28 | 1.23 | 1.26 | 1.09 | 1.14 | 1.16 | 1.15 | 1.3 | 1.28 | 0.85 | 1.1 | 1.32 | 1.12 | 1.29 | 1.3 | 1.18 | 1.22 | 1.11 | 1.35 |
RSquared | NA | 0.97 | 0.9 | 0.93 | 0.7 | 0.75 | 0.77 | 0.76 | 0.98 | 0.94 | 0.43 | 0.68 | 0.93 | 0.64 | 0.91 | 0.96 | 0.89 | 0.89 | 0.75 | 0.88 |
Yield(%) | N/A | 0.0 | 2.1 | 2.2 | 2.5 | 2.6 | N/A | 2.5 | 2.0 | 2.8 | 2.6 | 2.5 | 2.0 | 2.2 | 1.9 | 2.6 | 3.0 | 2.0 | 1.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -14.8 | 9.0 | 17.6 | N/A | N/A | 3.3 | -23.1 | 14.7 | 17.2 | 16.0 | 0.0 | 19.0 | -27.6 | -12.1 | 57.1 | 50.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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