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LPHIX: BLACKROCK LIFEPATH DYNAMIC 2045 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 17.78 0.19(1.08%) May 03
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | (54%) |
Start Date: | 06/30/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.27% |
Expenses | 0.34% |
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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(%) | 1.2 | 5.8 | 20.3 | 4.1 | 9.0 | 8.0 | 9.8 | 21.3 | -26.2 | 31.2 | 14.3 | 26.4 | -8.2 | 19.7 | 8.8 | -2.4 | 2.0 | 22.6 | 15.4 | -2.5 | 23.9 |
Sharpe Ratio | NA | 1.2 | 1.35 | 0.1 | 0.38 | 0.43 | 0.56 | 1.33 | -1.14 | 1.94 | 0.5 | 2.39 | -0.72 | 3.2 | 0.62 | -0.17 | 0.2 | 2.17 | 1.29 | -0.11 | 3.24 |
Draw Down(%) | NA | 4.7 | 10.9 | 33.2 | 33.2 | 33.2 | 33.2 | 10.9 | 33.2 | 5.2 | 32.8 | 6.4 | 17.4 | 2.8 | 11.3 | 13.0 | 7.5 | 7.2 | 10.5 | 20.2 | 6.5 |
Standard Deviation(%) | NA | 12.0 | 12.2 | 18.4 | 19.6 | 16.1 | 16.1 | 12.9 | 24.2 | 16.1 | 27.8 | 10.4 | 13.2 | 6.0 | 13.7 | 13.9 | 9.6 | 10.4 | 12.0 | 23.6 | 16.2 |
Treynor Ratio | NA | 0.13 | 0.17 | 0.02 | 0.14 | 0.11 | 0.12 | 0.18 | -0.29 | 0.32 | 0.72 | 0.56 | -0.17 | 0.22 | 0.08 | -0.02 | 0.02 | 0.24 | 0.17 | -0.02 | 0.47 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | -0.05 | 0.05 | 0.05 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 |
Beta | NA | 1.12 | 0.99 | 0.97 | 0.52 | 0.62 | 0.73 | 0.96 | 0.94 | 0.97 | 0.19 | 0.44 | 0.56 | 0.89 | 1.07 | 1.05 | 0.92 | 0.94 | 0.9 | 1.06 | 1.13 |
RSquared | NA | 0.82 | 0.67 | 0.56 | 0.23 | 0.35 | 0.47 | 0.64 | 0.59 | 0.44 | 0.04 | 0.35 | 0.38 | 0.74 | 0.98 | 0.98 | 0.87 | 0.83 | 0.82 | 0.96 | 0.99 |
Yield(%) | N/A | 0.0 | 2.8 | 5.4 | 5.8 | 6.2 | N/A | 3.6 | 2.1 | 13.2 | 2.4 | 6.2 | 9.3 | 9.7 | 1.8 | 4.6 | 8.0 | 5.3 | 2.0 | 1.5 | 6.9 |
Dividend Growth(%) | N/A | -100.0 | 31.2 | 14.8 | -11.1 | N/A | N/A | 40.5 | -83.5 | 505.4 | -53.2 | -45.1 | 6.7 | 487.0 | -64.1 | -44.3 | 66.7 | 200.0 | 27.8 | -73.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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