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LIRIX: BlackRock LifePath Idx Rtrmt Prt Inst Cl (MUTUAL FUND)
Basic Info 14.64 0.02(0.14%) July 02
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 06/01/2011 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 3.03% |
| Expenses | 0.39% |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| 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(%) | 1.0 | 6.3 | 10.3 | 7.9 | 5.1 | 5.1 | 5.2 | 7.1 | 11.5 | -15.3 | 6.9 | 12.1 | 15.8 | -3.6 | 9.6 | 6.4 | -0.4 | 5.7 | 7.7 | 8.9 | -1.7 |
| Sharpe Ratio | NA | 1.07 | 0.78 | 0.51 | 0.37 | 0.48 | 0.59 | 0.56 | 1.06 | -1.47 | 1.26 | 0.93 | 3.31 | -0.84 | 2.93 | 1.08 | -0.07 | 1.43 | 1.54 | 1.93 | -0.28 |
| Draw Down(%) | NA | 6.0 | 6.0 | 11.5 | 20.5 | 20.5 | 20.5 | 3.5 | 7.6 | 19.8 | 2.9 | 15.5 | 1.7 | 7.7 | 1.1 | 3.5 | 6.1 | 2.9 | 4.9 | 3.3 | 7.0 |
| Standard Deviation(%) | NA | 8.8 | 7.6 | 8.3 | 7.9 | 7.6 | 7.1 | 6.3 | 7.4 | 11.4 | 5.4 | 12.8 | 4.3 | 5.9 | 3.1 | 5.7 | 5.6 | 4.0 | 5.0 | 4.6 | 10.4 |
| Treynor Ratio | NA | 0.07 | 0.05 | 0.03 | 0.02 | 0.03 | 0.03 | 0.03 | 0.06 | -0.13 | 0.06 | 0.09 | 0.13 | -0.04 | 0.08 | 0.05 | 0.0 | 0.05 | 0.06 | 0.08 | -0.02 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 |
| Beta | NA | 1.33 | 1.31 | 1.27 | 1.28 | 1.28 | 1.28 | 1.26 | 1.22 | 1.3 | 1.24 | 1.31 | 1.08 | 1.33 | 1.09 | 1.29 | 1.3 | 1.19 | 1.22 | 1.11 | 1.35 |
| RSquared | NA | 0.95 | 0.95 | 0.95 | 0.95 | 0.94 | 0.92 | 0.95 | 0.9 | 0.98 | 0.89 | 0.97 | 0.65 | 0.93 | 0.63 | 0.92 | 0.96 | 0.9 | 0.9 | 0.76 | 0.88 |
| Yield(%) | N/A | 0.0 | 3.0 | 2.5 | 2.7 | 2.8 | N/A | 3.2 | 2.8 | 2.2 | 3.0 | 2.8 | 2.7 | 2.3 | 2.4 | 2.1 | 2.8 | 3.2 | 2.3 | 1.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 115.6 | -13.3 | 20.1 | N/A | N/A | 20.5 | 5.2 | -21.9 | 13.2 | 17.4 | 12.5 | 2.8 | 19.1 | -28.3 | -8.3 | 46.4 | 62.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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