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LIZIX: BlackRock LifePath Index 2060 Fund Inst (MUTUAL FUND)
Basic Info 19.76 0.17(0.87%) April 26
Asset Class: | EQUITY |
MyPlanIQ Rating: | (68%) |
Start Date: | 03/01/2016 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.62% |
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 | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.5 | 4.5 | 19.8 | 3.6 | 9.2 | 8.6 | 20.6 | -18.9 | 18.0 | 14.3 | 20.8 | -6.7 | 21.4 | 12.8 |
Sharpe Ratio | NA | 1.02 | 1.37 | 0.09 | 0.4 | 0.56 | 1.28 | -0.91 | 1.45 | 0.47 | 1.75 | -0.54 | 3.32 | 1.25 |
Draw Down(%) | NA | 5.2 | 11.3 | 26.5 | 34.4 | 34.4 | 11.3 | 26.4 | 5.6 | 34.4 | 6.7 | 17.1 | 1.9 | 6.5 |
Standard Deviation(%) | NA | 10.8 | 11.7 | 16.2 | 19.1 | 16.5 | 12.8 | 22.4 | 12.4 | 29.8 | 11.0 | 14.9 | 6.3 | 12.1 |
Treynor Ratio | NA | 0.13 | 0.18 | 0.02 | 0.12 | 0.14 | 0.19 | -0.23 | 0.21 | 0.31 | 0.29 | -0.1 | 0.25 | 0.15 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | 0.0 | -0.01 | 0.01 | -0.02 |
Beta | NA | 0.88 | 0.91 | 0.87 | 0.64 | 0.68 | 0.87 | 0.88 | 0.86 | 0.45 | 0.66 | 0.8 | 0.82 | 1.03 |
RSquared | NA | 0.94 | 0.89 | 0.92 | 0.54 | 0.6 | 0.83 | 0.96 | 0.91 | 0.28 | 0.58 | 0.82 | 0.84 | 0.91 |
Yield(%) | N/A | 0.0 | 2.0 | 1.8 | 2.3 | N/A | 2.4 | 1.5 | 2.3 | 1.7 | 3.0 | 2.0 | 2.4 | 1.7 |
Dividend Growth(%) | N/A | -100.0 | 13.3 | N/A | N/A | N/A | 31.0 | -25.6 | 50.0 | -29.7 | 37.0 | -3.6 | 64.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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