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LPBIX: BLACKROCK LIFEPATH DYNAMIC 2025 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 10/02/2024 |
| 12-Mo. Yield | 6.63% |
| Expenses | 0.59% |
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Performance Analytics (As of 12/06/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/30/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 14.5 | 0.6 | 4.1 | 4.9 | 6.6 | 10.5 | 13.1 | -15.6 | 1.8 | 11.8 | 19.5 | -4.7 | 13.4 | 6.8 | -1.9 | 2.5 | 14.8 | 12.1 | 0.5 | 17.1 |
| Sharpe Ratio | NA | 1.09 | -0.32 | 0.15 | 0.35 | 0.56 | 0.65 | 1.03 | -1.27 | 0.2 | 0.72 | 2.91 | -0.71 | 3.15 | 0.77 | -0.22 | 0.37 | 1.94 | 1.46 | 0.03 | 3.15 |
| Draw Down(%) | NA | 3.5 | 25.0 | 25.4 | 25.4 | 25.4 | 3.5 | 8.2 | 21.1 | 5.5 | 23.0 | 3.2 | 11.1 | 2.4 | 6.7 | 9.3 | 5.1 | 6.1 | 7.0 | 13.6 | 4.5 |
| Standard Deviation(%) | NA | 7.2 | 10.4 | 11.3 | 9.6 | 9.9 | 6.7 | 8.7 | 13.4 | 8.9 | 16.1 | 6.2 | 8.4 | 4.1 | 8.6 | 8.8 | 6.7 | 7.6 | 8.3 | 16.3 | 11.6 |
| Treynor Ratio | NA | 0.09 | -0.05 | 0.03 | 0.11 | 0.13 | 0.05 | 0.09 | -0.18 | 0.07 | 0.18 | 4.42 | -0.38 | 0.16 | 0.07 | -0.02 | 0.03 | 0.17 | 0.15 | 0.0 | 0.37 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 0.89 | 0.63 | 0.66 | 0.32 | 0.41 | 0.92 | 1.01 | 0.97 | 0.24 | 0.65 | 0.04 | 0.16 | 0.81 | 0.93 | 0.91 | 0.83 | 0.86 | 0.8 | 0.92 | 0.98 |
| RSquared | NA | 0.71 | 0.55 | 0.59 | 0.3 | 0.4 | 0.85 | 0.8 | 0.98 | 0.15 | 0.61 | 0.05 | 0.15 | 0.65 | 0.98 | 0.98 | 0.83 | 0.82 | 0.82 | 0.95 | 0.98 |
| Yield(%) | N/A | 6.6 | 3.6 | 3.8 | 4.5 | N/A | 4.7 | 4.0 | 1.0 | 3.9 | 1.9 | 5.8 | 8.1 | 7.0 | 1.4 | 3.9 | 7.6 | 4.2 | 1.9 | 1.7 | 5.0 |
| Dividend Growth(%) | N/A | 251.4 | -11.0 | -26.8 | N/A | N/A | 25.3 | 252.9 | -75.9 | 123.0 | -62.2 | -38.1 | 23.6 | 431.9 | -66.7 | -49.6 | 93.4 | 145.9 | 6.1 | -60.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2021-2025 Asset Class Trend Rankings |
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