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LPHKX: BLACKROCK LIFEPATH DYNAMIC 2045 FUND CLASS K SHARES (MUTUAL FUND)
Basic Info 17.5 0(0.0%) April 19
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | (55%) |
Start Date: | 06/30/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.41% |
Expenses | 0.34% |
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Performance Analytics (As of 04/18/2024)
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(%) | -3.6 | 2.6 | 15.1 | 3.4 | 8.8 | 8.1 | 10.0 | 21.5 | -26.0 | 31.5 | 14.5 | 26.7 | -8.0 | 21.5 | 9.0 | -2.0 | 2.1 | 23.3 | 15.7 | -2.1 | 24.0 |
Sharpe Ratio | NA | 1.93 | 1.43 | 0.16 | 0.41 | 0.48 | 0.59 | 1.35 | -1.14 | 1.97 | 0.51 | 2.43 | -0.7 | 3.55 | 0.64 | -0.15 | 0.21 | 2.22 | 1.32 | -0.09 | 3.27 |
Draw Down(%) | NA | 2.1 | 10.8 | 33.1 | 33.1 | 33.1 | 33.1 | 10.8 | 33.1 | 5.2 | 32.8 | 6.4 | 17.2 | 1.6 | 11.3 | 13.0 | 7.5 | 7.1 | 10.4 | 20.0 | 6.5 |
Standard Deviation(%) | NA | 10.8 | 11.9 | 18.3 | 19.5 | 16.0 | 16.1 | 12.9 | 24.2 | 16.0 | 27.8 | 10.4 | 13.3 | 5.9 | 13.8 | 13.9 | 9.7 | 10.5 | 12.0 | 23.6 | 16.1 |
Treynor Ratio | NA | 0.2 | 0.17 | 0.03 | 0.16 | 0.13 | 0.13 | 0.18 | -0.3 | 0.34 | 0.73 | 0.58 | -0.17 | 0.23 | 0.08 | -0.02 | 0.02 | 0.25 | 0.18 | -0.02 | 0.47 |
Alpha | NA | 0.03 | 0.02 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | -0.05 | 0.06 | 0.05 | 0.05 | -0.02 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 |
Beta | NA | 1.06 | 0.98 | 0.93 | 0.51 | 0.61 | 0.72 | 0.96 | 0.91 | 0.92 | 0.2 | 0.44 | 0.56 | 0.9 | 1.07 | 1.05 | 0.92 | 0.95 | 0.9 | 1.06 | 1.12 |
RSquared | NA | 0.83 | 0.67 | 0.52 | 0.22 | 0.34 | 0.47 | 0.64 | 0.55 | 0.41 | 0.04 | 0.34 | 0.38 | 0.78 | 0.98 | 0.99 | 0.87 | 0.83 | 0.82 | 0.96 | 0.99 |
Yield(%) | N/A | 0.0 | 2.9 | 5.5 | 6.0 | 6.5 | N/A | 3.9 | 2.2 | 13.3 | 2.6 | 6.4 | 9.5 | 11.1 | 2.0 | 4.8 | 8.0 | 5.3 | 2.3 | 1.7 | 7.0 |
Dividend Growth(%) | N/A | -100.0 | 32.4 | 13.5 | -13.9 | N/A | N/A | 43.6 | -82.8 | 467.5 | -51.2 | -44.6 | -5.7 | 503.8 | -61.8 | -41.4 | 68.1 | 165.4 | 30.0 | -71.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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