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LPBIX: BLACKROCK LIFEPATH DYNAMIC 2025 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 13.43 0.1(0.75%) May 03
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (72%) |
Start Date: | 06/30/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.83% |
Expenses | 0.59% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/30/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 2.1 | 9.6 | 0.6 | 5.2 | 5.3 | 6.9 | 13.3 | -21.7 | 17.7 | 12.9 | 19.5 | -4.7 | 13.4 | 6.8 | -1.9 | 2.5 | 14.8 | 12.1 | 0.5 | 17.1 |
Sharpe Ratio | NA | 0.35 | 0.67 | -0.14 | 0.3 | 0.42 | 0.59 | 1.04 | -1.49 | 1.69 | 0.75 | 2.91 | -0.71 | 3.15 | 0.77 | -0.22 | 0.37 | 1.94 | 1.46 | 0.03 | 3.15 |
Draw Down(%) | NA | 3.4 | 8.2 | 26.4 | 26.4 | 26.4 | 26.4 | 8.2 | 26.4 | 3.3 | 22.2 | 3.2 | 11.1 | 2.4 | 6.7 | 9.3 | 5.1 | 6.1 | 7.0 | 13.6 | 4.5 |
Standard Deviation(%) | NA | 7.8 | 8.7 | 12.0 | 12.3 | 10.1 | 10.4 | 8.8 | 15.5 | 10.4 | 16.7 | 6.2 | 8.4 | 4.1 | 8.6 | 8.8 | 6.7 | 7.6 | 8.3 | 16.3 | 11.6 |
Treynor Ratio | NA | 0.03 | 0.06 | -0.02 | 0.21 | 0.18 | 0.18 | 0.14 | -0.28 | 0.23 | 1.06 | 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 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.04 | 0.04 | 0.05 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 |
Beta | NA | 1.02 | 0.93 | 0.84 | 0.17 | 0.23 | 0.33 | 0.66 | 0.83 | 0.78 | 0.12 | 0.04 | 0.16 | 0.81 | 0.93 | 0.91 | 0.83 | 0.86 | 0.8 | 0.92 | 0.98 |
RSquared | NA | 0.83 | 0.62 | 0.48 | 0.09 | 0.15 | 0.25 | 0.45 | 0.54 | 0.28 | 0.03 | 0.05 | 0.15 | 0.65 | 0.98 | 0.98 | 0.83 | 0.82 | 0.82 | 0.95 | 0.98 |
Yield(%) | N/A | 0.0 | 3.5 | 4.8 | 5.0 | 5.2 | N/A | 4.1 | 1.2 | 10.8 | 2.9 | 5.8 | 8.1 | 7.0 | 1.3 | 3.9 | 7.6 | 4.1 | 1.9 | 1.7 | 5.0 |
Dividend Growth(%) | N/A | -100.0 | 175.0 | 1.4 | -9.6 | N/A | N/A | 172.2 | -88.6 | 305.1 | -42.6 | -38.2 | 23.6 | 456.2 | -68.0 | -49.5 | 94.1 | 142.9 | 10.5 | -62.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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