Find A Portfolio/Ticker
Comparison Box
LPRDX: BLACKROCK LIFEPATH DYNAMIC 2030 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info 12.49 0.14(1.13%) May 02
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (55%) |
Start Date: | 03/27/2002 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.55% |
Expenses | 0.34% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/05/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 2.1 | 11.2 | 1.0 | 6.0 | 5.6 | 7.9 | 5.6 | 6.5 | 15.3 | -25.5 | 25.3 | 12.7 | 21.7 | -5.6 | 10.8 | 8.4 | -2.3 | 5.0 | 13.4 | 12.8 | -0.9 | 11.5 | 25.5 | -31.2 | 2.4 | 14.8 | 7.1 | 10.2 | 22.0 | -17.6 |
Sharpe Ratio | NA | 0.27 | 0.82 | -0.08 | 0.29 | 0.36 | NA | NA | 0.27 | 1.13 | -1.37 | 1.73 | 0.62 | 2.71 | -0.7 | 1.6 | 0.8 | -0.22 | 0.72 | 1.67 | 1.35 | -0.05 | 0.78 | 1.12 | -0.97 | -0.05 | 1.22 | 0.6 | 1.01 | 1.78 | -1.06 |
Draw Down(%) | NA | 3.8 | 9.2 | 30.7 | 30.7 | 30.7 | NA | NA | 48.6 | 9.2 | 30.7 | 3.7 | 25.9 | 4.1 | 13.1 | 5.4 | 8.1 | 10.5 | 5.6 | 6.5 | 7.9 | 15.5 | 11.7 | 23.0 | 43.1 | 8.7 | 8.4 | 5.3 | 7.8 | 10.4 | 26.6 |
Standard Deviation(%) | NA | 8.6 | 9.4 | 15.2 | 15.3 | 12.5 | NA | NA | 14.7 | 9.8 | 19.6 | 14.7 | 20.1 | 7.5 | 9.9 | 6.4 | 10.3 | 10.4 | 6.9 | 8.0 | 9.5 | 17.8 | 14.7 | 22.7 | 32.8 | 13.3 | 9.5 | 8.2 | 9.1 | 11.9 | 22.0 |
Treynor Ratio | NA | 0.02 | 0.08 | -0.01 | 0.09 | 0.07 | NA | NA | 0.05 | 0.12 | -0.33 | 0.32 | 0.58 | 0.3 | -0.11 | 0.12 | 0.08 | -0.02 | 0.06 | 0.15 | 0.16 | -0.01 | 0.12 | 0.26 | -0.34 | -0.01 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | 0.0 | 0.0 | -0.06 | 0.06 | 0.04 | 0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | NA | NA | NA | NA |
Beta | NA | 1.05 | 0.95 | 0.85 | 0.51 | 0.62 | NA | NA | 0.84 | 0.9 | 0.83 | 0.79 | 0.21 | 0.69 | 0.61 | 0.84 | 0.98 | 0.96 | 0.82 | 0.88 | 0.81 | 0.92 | 0.94 | 0.97 | 0.95 | 0.94 | 0.99 | NA | NA | NA | NA |
RSquared | NA | 0.85 | 0.66 | 0.37 | 0.2 | 0.31 | NA | NA | 0.6 | 0.61 | 0.43 | 0.19 | 0.05 | 0.47 | 0.4 | 0.37 | 0.96 | 0.98 | 0.92 | 0.93 | 0.8 | 0.98 | 0.95 | 0.99 | 0.99 | 0.97 | 0.54 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 3.0 | 6.4 | 6.7 | 6.7 | 8.3 | 6.1 | N/A | 3.5 | 1.7 | 16.6 | 4.2 | 7.4 | 11.4 | 9.3 | 2.6 | 8.3 | 13.6 | 8.3 | 4.8 | 2.8 | 1.7 | 3.0 | 1.9 | 6.8 | 4.9 | 3.9 | 4.7 | 0.0 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | 133.3 | -4.0 | -33.4 | 68.7 | N/A | N/A | N/A | 72.7 | -90.6 | 323.6 | -34.5 | -46.5 | 25.6 | 278.8 | -72.0 | -44.3 | 68.3 | 90.9 | 65.0 | 81.8 | -33.3 | 10.0 | -73.5 | 48.7 | 33.3 | -13.6 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2026-2030
Best Mutual Funds
- TRRCX (T. Rowe Price Retirement 2030 Fund) 0.81% (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) 0.70% (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) 0.89% (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) 0.89% (96%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) 1.14% (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) 0.88% (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) 1.18% (92%)
- PTCPX (PRINCIPAL LIFETIME 2030 FUND R-5) 0.88% (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) 0.87% (89%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) 0.76% (88%)