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LPJRX: BLACKROCK LIFEPATH DYNAMIC 2035 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 15.43 0.15(0.98%) May 03
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (54%) |
Start Date: | 06/30/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.23% |
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 | 3.8 | 14.4 | 2.0 | 6.9 | 6.6 | 8.2 | 16.9 | -24.7 | 24.8 | 13.3 | 23.2 | -6.9 | 18.3 | 7.6 | -2.6 | 1.6 | 18.4 | 13.4 | -1.8 | 20.6 |
Sharpe Ratio | NA | 0.8 | 1.03 | -0.02 | 0.33 | 0.41 | 0.55 | 1.2 | -1.31 | 1.83 | 0.56 | 2.53 | -0.73 | 3.52 | 0.63 | -0.22 | 0.19 | 1.99 | 1.3 | -0.09 | 3.17 |
Draw Down(%) | NA | 4.1 | 9.7 | 30.5 | 30.5 | 30.5 | 30.5 | 9.7 | 30.5 | 4.3 | 28.7 | 5.0 | 15.1 | 1.5 | 9.5 | 11.7 | 6.5 | 6.8 | 9.2 | 17.3 | 5.6 |
Standard Deviation(%) | NA | 9.9 | 10.3 | 15.3 | 16.3 | 13.5 | 13.5 | 10.7 | 20.0 | 13.6 | 23.1 | 8.6 | 11.2 | 5.0 | 11.7 | 11.9 | 8.3 | 9.2 | 10.3 | 20.1 | 14.1 |
Treynor Ratio | NA | 0.07 | 0.11 | 0.0 | 0.1 | 0.09 | 0.1 | 0.14 | -0.3 | 0.28 | 0.6 | 0.31 | -0.13 | 0.2 | 0.07 | -0.03 | 0.02 | 0.21 | 0.17 | -0.02 | 0.45 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.05 | 0.05 | 0.05 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 1.09 | 0.95 | 0.9 | 0.53 | 0.64 | 0.73 | 0.9 | 0.88 | 0.89 | 0.22 | 0.71 | 0.61 | 0.87 | 1.02 | 1.0 | 0.85 | 0.87 | 0.81 | 0.92 | 0.99 |
RSquared | NA | 0.85 | 0.65 | 0.5 | 0.23 | 0.36 | 0.5 | 0.61 | 0.55 | 0.34 | 0.05 | 0.49 | 0.39 | 0.77 | 0.98 | 0.98 | 0.86 | 0.82 | 0.82 | 0.96 | 0.98 |
Yield(%) | N/A | 0.0 | 2.7 | 4.9 | 5.1 | 5.6 | N/A | 3.1 | 1.6 | 12.1 | 2.0 | 5.7 | 9.3 | 9.8 | 1.5 | 3.8 | 7.4 | 4.6 | 1.4 | 1.0 | 5.4 |
Dividend Growth(%) | N/A | -100.0 | 111.1 | 6.4 | -19.9 | N/A | N/A | 64.0 | -86.8 | 578.6 | -59.4 | -48.5 | 2.3 | 589.5 | -62.7 | -50.0 | 75.9 | 262.5 | 33.3 | -77.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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