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LIZKX: BlackRock LifePath Index 2060 Fund Class (MUTUAL FUND)
Basic Info 19.77 0.17(0.87%) April 26
| Asset Class: | Target Date 2056-2060 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/01/2016 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 1.66% |
| 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 | 19.9 | 3.7 | 9.2 | 8.7 | 21.7 | -18.3 | 18.8 | 15.1 | 26.9 | -7.8 | 21.5 | 12.8 |
| Sharpe Ratio | NA | 1.02 | 1.37 | 0.09 | 0.4 | 0.56 | 1.37 | -0.88 | 1.51 | 0.49 | 2.33 | -0.64 | 3.35 | 1.26 |
| Draw Down(%) | NA | 5.2 | 11.3 | 26.4 | 34.4 | 34.4 | 11.3 | 26.3 | 5.4 | 34.4 | 6.2 | 17.2 | 2.0 | 6.5 |
| Standard Deviation(%) | NA | 10.8 | 11.7 | 16.2 | 19.2 | 16.6 | 12.8 | 22.4 | 12.4 | 29.9 | 11.0 | 14.2 | 6.3 | 12.1 |
| Treynor Ratio | NA | 0.13 | 0.17 | 0.02 | 0.12 | 0.14 | 0.2 | -0.22 | 0.21 | 0.33 | 0.37 | -0.11 | 0.24 | 0.14 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.03 | 0.02 | -0.02 | 0.01 | -0.01 |
| Beta | NA | 0.87 | 0.92 | 0.9 | 0.65 | 0.69 | 0.89 | 0.9 | 0.9 | 0.45 | 0.68 | 0.8 | 0.86 | 1.07 |
| RSquared | NA | 0.86 | 0.85 | 0.91 | 0.52 | 0.58 | 0.82 | 0.95 | 0.9 | 0.27 | 0.6 | 0.93 | 0.84 | 0.9 |
| Yield(%) | N/A | 0.0 | 2.1 | 1.8 | 2.4 | N/A | 2.5 | 1.5 | 2.3 | 1.7 | 3.1 | 2.1 | 2.4 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | 16.7 | N/A | N/A | N/A | 34.5 | -25.6 | 50.0 | -31.6 | 35.7 | 0.0 | 40.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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