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LPHRX: BLACKROCK LIFEPATH DYNAMIC 2045 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 18.97 0(0.0%) July 10
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 8.18% |
| Expenses | 0.34% |
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Performance Analytics (As of 07/08/2025)
Not up-to-date? Try| 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(%) | 0.1 | 9.0 | 12.3 | 15.5 | 11.7 | 9.0 | 9.6 | 9.9 | 15.1 | 20.4 | -18.0 | 17.1 | 13.7 | 25.8 | -8.6 | 20.9 | 8.3 | -2.8 | 1.6 | 21.9 | 14.8 | -2.9 | 23.7 |
| Sharpe Ratio | NA | 0.81 | 0.61 | 0.77 | 0.63 | 0.48 | NA | 0.58 | 0.96 | 1.31 | -0.89 | 1.4 | 0.49 | 2.35 | -0.76 | 3.48 | 0.58 | -0.2 | 0.16 | 2.09 | 1.23 | -0.13 | 3.21 |
| Draw Down(%) | NA | 15.3 | 15.3 | 15.9 | 26.2 | 34.4 | NA | 34.4 | 7.6 | 11.0 | 26.1 | 5.2 | 34.4 | 6.4 | 17.7 | 1.6 | 11.4 | 13.2 | 7.6 | 7.2 | 10.6 | 20.3 | 6.5 |
| Standard Deviation(%) | NA | 20.4 | 17.2 | 15.8 | 15.9 | 15.9 | NA | 15.5 | 12.0 | 12.9 | 21.9 | 12.2 | 27.2 | 10.4 | 13.2 | 5.8 | 13.8 | 13.9 | 9.6 | 10.4 | 12.0 | 23.5 | 16.2 |
| Treynor Ratio | NA | 0.16 | 0.1 | 0.11 | 0.09 | 0.09 | NA | 0.1 | 0.1 | 0.15 | -0.18 | 0.16 | 0.18 | 0.56 | -0.18 | 0.23 | 0.08 | -0.03 | 0.02 | 0.23 | 0.17 | -0.03 | 0.46 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.05 | -0.02 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 1.02 | 1.07 | 1.1 | 1.09 | 0.87 | NA | 0.91 | 1.18 | 1.12 | 1.11 | 1.04 | 0.76 | 0.44 | 0.56 | 0.89 | 1.07 | 1.05 | 0.92 | 0.95 | 0.9 | 1.06 | 1.13 |
| RSquared | NA | 0.71 | 0.79 | 0.88 | 0.91 | 0.73 | NA | 0.79 | 0.98 | 0.88 | 0.98 | 0.91 | 0.66 | 0.35 | 0.38 | 0.79 | 0.98 | 0.99 | 0.88 | 0.84 | 0.82 | 0.96 | 0.99 |
| Yield(%) | N/A | 0.0 | 8.0 | 5.4 | 6.7 | 6.5 | 7.6 | N/A | 10.2 | 3.3 | 1.9 | 12.9 | 1.9 | 5.8 | 9.1 | 10.6 | 1.6 | 4.0 | 7.4 | 4.8 | 1.5 | 1.0 | 6.8 |
| Dividend Growth(%) | N/A | -100.0 | 170.6 | -30.8 | 8.5 | N/A | N/A | N/A | 262.4 | 38.6 | -84.7 | 638.3 | -59.5 | -47.6 | -5.4 | 613.6 | -63.7 | -47.0 | 72.7 | 275.8 | 46.0 | -83.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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