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LIWIX: BlackRock LifePath Index 2065 Fund Institutional Shares (MUTUAL FUND)
Basic Info 16.84 0.04(0.24%) July 10
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (17%) |
| Start Date: | 10/31/2019 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 1.90% |
| Expenses | 0.39% |
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Performance Analytics (As of 07/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 10/31/2019 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 11.0 | 15.5 | 16.8 | 12.8 | 11.6 | 16.3 | 21.6 | -18.3 | 18.7 | 15.4 | 5.9 |
| Sharpe Ratio | NA | 0.93 | 0.72 | 0.83 | 0.69 | 0.5 | 1.08 | 1.42 | -0.89 | 1.51 | 0.49 | 6.35 |
| Draw Down(%) | NA | 16.7 | 16.7 | 16.7 | 26.4 | 33.0 | 6.7 | 11.3 | 26.3 | 5.4 | 33.0 | 1.7 |
| Standard Deviation(%) | NA | 21.5 | 17.6 | 15.9 | 16.1 | 19.4 | 11.7 | 12.8 | 22.2 | 12.4 | 30.8 | 6.5 |
| Treynor Ratio | NA | 0.23 | 0.16 | 0.16 | 0.13 | 0.11 | 0.18 | 0.2 | -0.23 | 0.21 | 0.18 | 0.44 |
| Alpha | NA | 0.04 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.87 | 0.8 | 0.85 | 0.86 | 0.85 | 0.72 | 0.89 | 0.88 | 0.87 | 0.83 | 0.93 |
| RSquared | NA | 0.97 | 0.83 | 0.89 | 0.91 | 0.91 | 0.63 | 0.9 | 0.96 | 0.94 | 0.9 | 0.93 |
| Yield(%) | N/A | 0.0 | 1.9 | 1.9 | 2.1 | N/A | 2.1 | 2.4 | 1.4 | 2.1 | 1.4 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | 99.3 | N/A | N/A | N/A | 6.8 | 34.9 | -21.1 | 61.4 | 67.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2019
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