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LIVIX: BlackRock LifePath Idx 2055 Prt Inst Shs (MUTUAL FUND)
Basic Info 26.69 0.15(0.57%) July 03
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 06/08/2011 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 2.40% |
| 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 06/08/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 10.9 | 16.7 | 16.6 | 13.6 | 9.8 | 9.9 | 16.2 | 21.6 | -18.4 | 18.7 | 15.0 | 26.8 | -7.8 | 20.4 | 9.0 | -0.7 | 7.8 | 22.5 | 16.8 | -7.9 |
| Sharpe Ratio | NA | 0.79 | 0.69 | 0.75 | 0.71 | 0.48 | 0.52 | 1.07 | 1.42 | -0.89 | 1.5 | 0.46 | 2.3 | -0.65 | 3.1 | 0.63 | -0.05 | 0.78 | 2.04 | 1.25 | -0.43 |
| Draw Down(%) | NA | 16.6 | 16.6 | 16.6 | 26.5 | 34.4 | 34.4 | 7.8 | 11.3 | 26.3 | 5.4 | 34.4 | 6.2 | 17.3 | 1.8 | 11.0 | 12.7 | 7.8 | 7.5 | 11.9 | 22.0 |
| Standard Deviation(%) | NA | 21.7 | 17.7 | 16.0 | 16.1 | 17.1 | 16.8 | 11.8 | 12.7 | 22.3 | 12.5 | 32.3 | 11.0 | 14.1 | 6.4 | 14.0 | 14.4 | 10.0 | 11.0 | 13.5 | 31.7 |
| Treynor Ratio | NA | 0.2 | 0.14 | 0.13 | 0.13 | 0.09 | 0.1 | 0.14 | 0.2 | -0.22 | 0.21 | 0.17 | 0.37 | -0.12 | 0.24 | 0.09 | -0.01 | 0.09 | 0.24 | 0.18 | -0.13 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.02 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.01 | -0.05 |
| Beta | NA | 0.87 | 0.87 | 0.89 | 0.89 | 0.87 | 0.9 | 0.89 | 0.92 | 0.9 | 0.91 | 0.86 | 0.68 | 0.8 | 0.82 | 1.02 | 0.9 | 0.85 | 0.95 | 0.94 | 1.05 |
| RSquared | NA | 0.96 | 0.95 | 0.93 | 0.93 | 0.89 | 0.89 | 0.91 | 0.89 | 0.96 | 0.92 | 0.87 | 0.61 | 0.93 | 0.75 | 0.91 | 0.95 | 0.94 | 0.91 | 0.79 | 0.94 |
| Yield(%) | N/A | 0.0 | 2.4 | 2.2 | 2.4 | 3.0 | N/A | 2.7 | 2.4 | 1.6 | 2.4 | 1.8 | 3.6 | 2.1 | 2.7 | 2.2 | 2.8 | 2.9 | 2.8 | 2.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 142.2 | -6.5 | 7.9 | N/A | N/A | 29.4 | 23.4 | -22.7 | 48.5 | -38.9 | 54.8 | -7.2 | 30.1 | -23.5 | 1.5 | 21.1 | 29.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/08/2011
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See Target Date 2051+ Asset Class Trend Rankings |
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