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LIVKX: BlackRock LifePath Idx 2055 Prt Cl K Shs (MUTUAL FUND)
Basic Info 22.15 0.19(0.87%) April 26
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (93%) |
Start Date: | 06/08/2011 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.69% |
Expenses | 0.39% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/08/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.5 | 4.5 | 19.9 | 3.7 | 9.2 | 8.6 | 9.1 | 21.6 | -18.3 | 18.9 | 15.0 | 26.9 | -7.9 | 20.4 | 9.1 | -0.6 | 7.9 | 22.6 | 16.8 | -7.9 |
Sharpe Ratio | NA | 1.02 | 1.37 | 0.09 | 0.4 | 0.47 | 0.51 | 1.37 | -0.89 | 1.51 | 0.49 | 2.33 | -0.65 | 3.16 | 0.64 | -0.04 | 0.79 | 2.04 | 1.25 | -0.43 |
Draw Down(%) | NA | 5.2 | 11.3 | 26.4 | 34.4 | 34.4 | 34.4 | 11.3 | 26.4 | 5.4 | 34.4 | 6.2 | 17.2 | 1.8 | 10.9 | 12.6 | 7.9 | 7.6 | 11.9 | 22.0 |
Standard Deviation(%) | NA | 10.8 | 11.7 | 16.2 | 19.1 | 16.0 | 16.4 | 12.8 | 22.2 | 12.4 | 29.9 | 10.9 | 14.1 | 6.3 | 13.9 | 14.3 | 10.0 | 11.0 | 13.5 | 31.7 |
Treynor Ratio | NA | 0.12 | 0.17 | 0.02 | 0.12 | 0.11 | 0.11 | 0.2 | -0.22 | 0.21 | 0.33 | 0.37 | -0.12 | 0.24 | 0.09 | -0.01 | 0.09 | 0.24 | 0.18 | -0.13 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.03 | 0.02 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.01 | -0.05 |
Beta | NA | 0.89 | 0.93 | 0.89 | 0.65 | 0.71 | 0.77 | 0.89 | 0.9 | 0.91 | 0.45 | 0.68 | 0.8 | 0.81 | 1.02 | 0.9 | 0.85 | 0.95 | 0.95 | 1.05 |
RSquared | NA | 0.9 | 0.86 | 0.92 | 0.53 | 0.62 | 0.68 | 0.82 | 0.95 | 0.92 | 0.27 | 0.61 | 0.93 | 0.75 | 0.92 | 0.95 | 0.93 | 0.91 | 0.79 | 0.94 |
Yield(%) | N/A | 0.0 | 2.1 | 2.0 | 2.6 | 3.0 | N/A | 2.5 | 1.6 | 2.4 | 1.9 | 3.7 | 2.1 | 2.7 | 2.2 | 2.9 | 2.9 | 2.8 | 2.5 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 8.1 | 7.8 | 22.9 | N/A | N/A | 25.0 | -21.7 | 43.8 | -37.3 | 59.4 | -8.6 | 34.6 | -29.7 | 5.7 | 20.7 | 31.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/08/2011
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