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LPHAX: BLACKROCK LIFEPATH DYNAMIC 2045 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info 19.06 0.09(0.47%) July 11
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 8.29% |
| Expenses | 0.34% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/30/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 8.7 | 11.2 | 15.0 | 10.2 | 8.1 | 9.1 | 9.4 | 5.9 | 20.7 | -18.8 | 10.6 | 12.8 | 26.1 | -8.4 | 19.6 | 8.5 | -2.6 | 1.8 | 22.2 | 15.0 | -2.6 | 23.9 |
| Sharpe Ratio | NA | 0.73 | 0.47 | 0.74 | 0.5 | 0.42 | NA | 0.54 | -0.05 | 1.29 | -0.93 | 0.75 | 0.46 | 2.37 | -0.74 | 3.15 | 0.6 | -0.19 | 0.18 | 2.14 | 1.25 | -0.11 | 3.25 |
| Draw Down(%) | NA | 15.3 | 15.3 | 15.9 | 30.9 | 34.4 | NA | 34.4 | 11.4 | 10.9 | 26.8 | 6.0 | 34.4 | 6.3 | 17.6 | 2.8 | 11.3 | 13.2 | 7.5 | 7.2 | 10.6 | 20.2 | 6.5 |
| Standard Deviation(%) | NA | 19.7 | 17.0 | 15.7 | 16.1 | 16.0 | NA | 15.6 | 14.3 | 12.9 | 21.8 | 14.0 | 27.2 | 10.4 | 13.2 | 6.0 | 13.8 | 13.9 | 9.6 | 10.4 | 12.1 | 23.6 | 16.1 |
| Treynor Ratio | NA | 0.12 | 0.07 | 0.1 | 0.07 | 0.08 | NA | 0.09 | -0.01 | 0.15 | -0.18 | 0.21 | 0.16 | 0.56 | -0.18 | 0.21 | 0.08 | -0.03 | 0.02 | 0.24 | 0.17 | -0.02 | 0.47 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | -0.03 | 0.0 | 0.01 | 0.04 | 0.0 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 1.16 | 1.17 | 1.14 | 1.11 | 0.88 | NA | 0.92 | 1.14 | 1.13 | 1.1 | 0.49 | 0.76 | 0.44 | 0.56 | 0.89 | 1.07 | 1.05 | 0.92 | 0.94 | 0.9 | 1.06 | 1.12 |
| RSquared | NA | 0.96 | 0.96 | 0.95 | 0.92 | 0.73 | NA | 0.79 | 0.66 | 0.88 | 0.98 | 0.32 | 0.65 | 0.35 | 0.38 | 0.74 | 0.98 | 0.98 | 0.88 | 0.84 | 0.81 | 0.96 | 0.99 |
| Yield(%) | N/A | 0.0 | 8.1 | 5.0 | 5.0 | 5.4 | 6.9 | N/A | 10.0 | 3.4 | 1.1 | 6.7 | 1.2 | 5.9 | 9.2 | 9.4 | 1.7 | 4.2 | 7.8 | 5.1 | 1.6 | 1.3 | 6.9 |
| Dividend Growth(%) | N/A | -100.0 | 200.6 | -1.0 | -13.7 | N/A | N/A | N/A | 239.4 | 143.5 | -82.2 | 534.5 | -76.5 | -47.0 | 8.8 | 512.4 | -64.1 | -47.1 | 69.0 | 260.9 | 22.7 | -78.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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See Target Date 2041-2045 Asset Class Trend Rankings |
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