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LPBKX: BLACKROCK LIFEPATH DYNAMIC 2025 FUND CLASS K SHARES (MUTUAL FUND)
Basic Info 13.08 0.04(0.30%) April 25
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (54%) |
Start Date: | 06/30/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.03% |
Expenses | 0.59% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 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(%) | 0.6 | 0.6 | 8.3 | 0.4 | 5.2 | 5.6 | 6.8 | 13.6 | -21.6 | 18.1 | 13.2 | 19.7 | -4.4 | 15.1 | 7.2 | -1.6 | 2.7 | 14.5 | 12.4 | 0.7 | 12.1 |
Sharpe Ratio | NA | -0.49 | 0.42 | -0.16 | 0.29 | 0.44 | 0.57 | 1.07 | -1.49 | 1.72 | 0.77 | 2.92 | -0.68 | 3.69 | 0.8 | -0.19 | 0.4 | 1.85 | 1.5 | 0.04 | 1.91 |
Draw Down(%) | NA | 3.4 | 8.2 | 26.3 | 26.3 | 26.3 | 26.3 | 8.2 | 26.3 | 3.3 | 22.2 | 3.2 | 10.9 | 1.3 | 6.7 | 9.2 | 5.1 | 6.1 | 6.9 | 13.4 | 4.5 |
Standard Deviation(%) | NA | 7.5 | 8.5 | 12.0 | 12.3 | 10.1 | 10.5 | 8.8 | 15.5 | 10.5 | 16.7 | 6.3 | 8.4 | 3.9 | 8.7 | 8.8 | 6.7 | 7.8 | 8.3 | 16.3 | 13.2 |
Treynor Ratio | NA | -0.04 | 0.04 | -0.02 | 0.21 | 0.2 | 0.18 | 0.14 | -0.28 | 0.25 | 1.1 | 4.43 | -0.36 | 0.18 | 0.07 | -0.02 | 0.03 | 0.16 | 0.15 | 0.01 | 0.26 |
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 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.04 |
Beta | NA | 1.01 | 0.92 | 0.82 | 0.17 | 0.23 | 0.33 | 0.66 | 0.82 | 0.72 | 0.12 | 0.04 | 0.16 | 0.83 | 0.94 | 0.91 | 0.83 | 0.88 | 0.81 | 0.92 | 0.98 |
RSquared | NA | 0.8 | 0.6 | 0.45 | 0.08 | 0.15 | 0.25 | 0.45 | 0.53 | 0.24 | 0.03 | 0.06 | 0.15 | 0.73 | 0.98 | 0.98 | 0.82 | 0.81 | 0.82 | 0.95 | 0.77 |
Yield(%) | N/A | 0.0 | 3.7 | 5.0 | 5.3 | 5.7 | N/A | 4.4 | 1.4 | 11.2 | 3.1 | 6.0 | 9.1 | 8.8 | 1.5 | 4.3 | 7.9 | 4.1 | 2.2 | 1.7 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 155.6 | -2.6 | -16.6 | N/A | N/A | 160.0 | -87.7 | 295.1 | -41.4 | -43.1 | 10.8 | 516.7 | -67.3 | -47.1 | 103.9 | 112.5 | 26.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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