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LIZIX: BlackRock LifePath Index 2060 Fund Inst (MUTUAL FUND)
Basic Info 23.91 0.13(0.55%) July 03
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 03/01/2016 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 2.06% |
| Expenses | 0.39% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 03/01/2016 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 10.9 | 15.9 | 16.6 | 13.2 | 11.7 | 16.3 | 21.6 | -18.4 | 18.8 | 15.0 | 26.8 | -7.8 | 21.4 | 12.8 |
| Sharpe Ratio | NA | 0.93 | 0.71 | 0.83 | 0.69 | 0.6 | 1.08 | 1.42 | -0.89 | 1.52 | 0.46 | 2.31 | -0.65 | 3.31 | 1.25 |
| Draw Down(%) | NA | 16.7 | 16.7 | 16.7 | 26.5 | 34.4 | 7.8 | 11.3 | 26.4 | 5.4 | 34.4 | 6.2 | 17.2 | 1.9 | 6.5 |
| Standard Deviation(%) | NA | 21.5 | 17.8 | 16.0 | 16.1 | 17.0 | 11.7 | 12.8 | 22.3 | 12.4 | 32.2 | 10.9 | 14.3 | 6.3 | 12.1 |
| Treynor Ratio | NA | 0.23 | 0.15 | 0.15 | 0.13 | 0.12 | 0.14 | 0.2 | -0.23 | 0.22 | 0.16 | 0.38 | -0.11 | 0.25 | 0.15 |
| Alpha | NA | 0.04 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.02 | -0.02 | 0.01 | -0.02 |
| Beta | NA | 0.87 | 0.87 | 0.88 | 0.88 | 0.87 | 0.87 | 0.89 | 0.88 | 0.87 | 0.9 | 0.67 | 0.81 | 0.82 | 1.03 |
| RSquared | NA | 0.97 | 0.96 | 0.95 | 0.95 | 0.93 | 0.93 | 0.9 | 0.96 | 0.94 | 0.96 | 0.6 | 0.93 | 0.84 | 0.91 |
| Yield(%) | N/A | 0.0 | 2.0 | 2.0 | 2.3 | N/A | 2.3 | 2.4 | 1.5 | 2.3 | 1.7 | 3.1 | 2.0 | 2.4 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | 110.1 | -7.7 | N/A | N/A | 12.4 | 32.2 | -25.7 | 49.0 | -30.4 | 38.5 | -2.3 | 50.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2016
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