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LPJRX: BLACKROCK LIFEPATH DYNAMIC 2035 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 16.48 0.01(0.06%) July 08
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 6.28% |
| Expenses | 0.34% |
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Performance Analytics (As of 07/03/2025)
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(%) | -0.2 | 7.0 | 9.5 | 11.4 | 7.7 | 6.7 | 7.7 | 7.9 | 4.6 | 16.7 | -17.5 | 5.9 | 12.3 | 23.2 | -6.9 | 18.3 | 7.6 | -2.6 | 1.6 | 18.4 | 13.4 | -1.8 | 20.6 |
| Sharpe Ratio | NA | 0.88 | 0.64 | 0.67 | 0.43 | 0.4 | NA | 0.54 | -0.18 | 1.18 | -1.07 | 0.5 | 0.54 | 2.53 | -0.73 | 3.52 | 0.63 | -0.22 | 0.19 | 1.99 | 1.3 | -0.09 | 3.17 |
| Draw Down(%) | NA | 11.4 | 11.4 | 14.4 | 28.8 | 29.9 | NA | 29.9 | 9.3 | 9.7 | 24.3 | 6.2 | 29.9 | 5.0 | 15.1 | 1.5 | 9.5 | 11.7 | 6.5 | 6.8 | 9.2 | 17.3 | 5.6 |
| Standard Deviation(%) | NA | 15.0 | 12.9 | 12.6 | 13.0 | 13.2 | NA | 13.0 | 11.2 | 10.6 | 17.7 | 11.6 | 22.5 | 8.6 | 11.2 | 5.0 | 11.7 | 11.9 | 8.3 | 9.2 | 10.3 | 20.1 | 14.1 |
| Treynor Ratio | NA | 0.12 | 0.08 | 0.08 | 0.05 | 0.06 | NA | 0.08 | -0.02 | 0.12 | -0.18 | 0.2 | 0.16 | 0.31 | -0.13 | 0.2 | 0.07 | -0.03 | 0.02 | 0.21 | 0.17 | -0.02 | 0.45 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 1.07 | 1.08 | 1.08 | 1.06 | 0.89 | NA | 0.9 | 0.93 | 1.07 | 1.05 | 0.29 | 0.75 | 0.71 | 0.61 | 0.87 | 1.02 | 1.0 | 0.85 | 0.87 | 0.81 | 0.92 | 0.99 |
| RSquared | NA | 0.97 | 0.96 | 0.95 | 0.91 | 0.76 | NA | 0.81 | 0.6 | 0.87 | 0.98 | 0.19 | 0.65 | 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 | 6.2 | 3.9 | 3.8 | 4.9 | 5.9 | N/A | 7.6 | 3.2 | 1.0 | 5.0 | 1.1 | 5.7 | 9.3 | 9.8 | 1.4 | 3.8 | 7.4 | 4.5 | 1.4 | 1.0 | 5.4 |
| Dividend Growth(%) | N/A | -100.0 | 134.9 | -9.7 | -34.2 | N/A | N/A | N/A | 167.4 | 165.6 | -80.1 | 424.7 | -78.4 | -48.3 | 2.9 | 629.1 | -65.0 | -49.9 | 76.8 | 259.0 | 33.1 | -77.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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