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LPJKX: BLACKROCK LIFEPATH DYNAMIC 2035 FUND CLASS K SHARES (MUTUAL FUND)
Basic Info 15.65 0.03(0.19%) April 24
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (55%) |
Start Date: | 06/30/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.64% |
Expenses | 0.34% |
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Performance Analytics (As of 04/23/2024)
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(%) | 1.0 | 2.5 | 12.6 | 2.5 | 7.4 | 7.1 | 8.9 | 17.8 | -24.2 | 25.7 | 14.1 | 23.9 | -6.2 | 18.9 | 8.2 | -1.8 | 2.2 | 20.2 | 14.3 | -0.9 | 20.9 |
Sharpe Ratio | NA | -0.06 | 0.7 | -0.03 | 0.34 | 0.44 | 0.59 | 1.27 | -1.28 | 1.87 | 0.6 | 2.62 | -0.67 | 3.65 | 0.69 | -0.16 | 0.26 | 2.19 | 1.39 | -0.05 | 3.23 |
Draw Down(%) | NA | 4.4 | 9.7 | 30.2 | 30.2 | 30.2 | 30.2 | 9.7 | 30.2 | 4.2 | 28.6 | 4.9 | 14.5 | 1.5 | 9.5 | 11.5 | 6.7 | 6.7 | 8.9 | 17.0 | 5.5 |
Standard Deviation(%) | NA | 9.5 | 10.2 | 15.3 | 16.3 | 13.5 | 13.6 | 10.7 | 20.0 | 13.8 | 23.1 | 8.6 | 11.2 | 5.0 | 11.7 | 11.9 | 8.4 | 9.2 | 10.4 | 20.2 | 14.0 |
Treynor Ratio | NA | -0.01 | 0.08 | 0.0 | 0.1 | 0.09 | 0.11 | 0.15 | -0.29 | 0.27 | 0.64 | 0.32 | -0.12 | 0.21 | 0.08 | -0.02 | 0.03 | 0.23 | 0.18 | -0.01 | 0.46 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.04 | 0.05 | 0.05 | 0.03 | -0.01 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 |
Beta | NA | 1.08 | 0.94 | 0.92 | 0.54 | 0.64 | 0.73 | 0.91 | 0.9 | 0.94 | 0.22 | 0.71 | 0.62 | 0.87 | 1.02 | 1.0 | 0.85 | 0.86 | 0.81 | 0.92 | 0.98 |
RSquared | NA | 0.84 | 0.64 | 0.52 | 0.24 | 0.36 | 0.5 | 0.61 | 0.57 | 0.37 | 0.05 | 0.48 | 0.4 | 0.77 | 0.98 | 0.98 | 0.84 | 0.8 | 0.82 | 0.95 | 0.98 |
Yield(%) | N/A | 0.0 | 3.3 | 5.3 | 5.6 | 6.2 | N/A | 3.9 | 1.8 | 12.5 | 2.5 | 6.2 | 9.8 | 10.4 | 1.8 | 4.6 | 8.2 | 5.0 | 2.1 | 1.9 | 5.7 |
Dividend Growth(%) | N/A | -100.0 | 113.6 | 4.6 | -18.7 | N/A | N/A | 73.3 | -85.1 | 443.2 | -51.3 | -47.2 | 2.9 | 508.7 | -63.5 | -44.7 | 78.1 | 166.7 | 9.1 | -61.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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