LPRFX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES (MUTUAL FUND)

Basic Info 24.69 0(0.0%) July 25

Asset Class:	Target Date 2046-2050
MyPlanIQ Rating:	(89%)
Start Date:	07/01/2008
Last Dividend Date:	12/24/2024
12-Mo. Yield	9.32%
Expenses	0.34%
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Performance Analytics (As of 07/23/2025)

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	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Inception**	2024
Annualized Return(%) ?	1.5	10.7	16.4	15.1	9.5	8.1	9.0	6.9	4.8
Sharpe Ratio ?	NA	0.69	0.51	0.76	0.44	0.37	NA	0.29	-0.12
Draw Down(%) ?	NA	16.6	16.6	16.6	33.0	35.9	NA	50.4	12.7

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Inception**	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008
Annualized Return(%) ?	1.5	10.7	16.4	15.1	9.5	8.1	9.0	6.9	4.8	22.0	-19.7	7.6	7.8	19.3	1.5	21.4	8.9	-2.7	5.3	19.5	15.8	-4.1	13.1	30.1	-32.4
Sharpe Ratio ?	NA	0.69	0.51	0.76	0.44	0.37	NA	0.29	-0.12	1.31	-0.94	0.51	0.27	1.13	0.01	3.47	0.62	-0.19	0.56	1.87	1.23	-0.16	0.65	1.01	-0.94
Draw Down(%) ?	NA	16.6	16.6	16.6	33.0	35.9	NA	50.4	12.7	11.6	27.8	7.5	35.9	11.5	17.7	1.7	11.5	13.3	7.7	7.5	11.2	21.6	16.0	28.9	46.5
Standard Deviation(%) ?	NA	21.3	18.5	16.7	16.9	17.4	NA	20.4	15.6	13.7	22.4	14.8	28.1	15.8	18.0	6.0	14.0	14.0	9.5	10.4	12.9	25.2	19.9	29.8	58.2
Treynor Ratio ?	NA	0.17	0.11	0.14	0.08	0.09	NA	0.07	-0.02	0.19	-0.23	0.08	0.13	0.49	0.01	0.29	0.09	-0.03	0.07	0.22	0.18	-0.04	0.12	0.28	-0.51
Alpha	NA	0.02	0.0	-0.01	-0.02	-0.01	NA	-0.01	-0.06	-0.01	-0.02	-0.06	-0.01	0.03	0.01	0.02	-0.01	-0.02	-0.02	-0.03	0.01	-0.02	-0.01	0.01	-0.02
Beta	NA	0.88	0.9	0.93	0.91	0.73	NA	0.89	0.9	0.95	0.9	0.92	0.59	0.37	0.39	0.72	1.01	0.88	0.79	0.89	0.91	1.04	1.06	1.08	1.07
RSquared ?	NA	0.93	0.91	0.9	0.87	0.59	NA	0.78	0.55	0.83	0.95	0.68	0.52	0.09	0.13	0.64	0.9	0.94	0.91	0.9	0.8	0.94	0.93	0.98	0.98
Yield(%)	N/A	0.0	N/A	N/A	N/A	N/A	N/A	N/A	11.6	3.2	1.2	7.3	1.0	7.0	12.3	6.5	1.9	8.0	14.0	7.8	3.9	3.7	2.4	5.0	0.4
Dividend Growth(%)	N/A	-100.0	N/A	N/A	N/A	N/A	N/A	N/A	323.2	116.8	-83.7	681.4	-82.4	-55.0	116.8	266.3	-78.8	-46.9	93.6	126.0	-2.6	68.0	-40.1	731.3	N/A

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Inception**	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008
Annualized Return(%) ?	1.5	10.7	16.4	15.1	9.5	8.1	9.0	6.9	4.8	22.0	-19.7	7.6	7.8	19.3	1.5	21.4	8.9	-2.7	5.3	19.5	15.8	-4.1	13.1	30.1	-32.4
Sharpe Ratio ?	NA	0.69	0.51	0.76	0.44	0.37	NA	0.29	-0.12	1.31	-0.94	0.51	0.27	1.13	0.01	3.47	0.62	-0.19	0.56	1.87	1.23	-0.16	0.65	1.01	-0.94
Draw Down(%) ?	NA	16.6	16.6	16.6	33.0	35.9	NA	50.4	12.7	11.6	27.8	7.5	35.9	11.5	17.7	1.7	11.5	13.3	7.7	7.5	11.2	21.6	16.0	28.9	46.5
Standard Deviation(%) ?	NA	21.3	18.5	16.7	16.9	17.4	NA	20.4	15.6	13.7	22.4	14.8	28.1	15.8	18.0	6.0	14.0	14.0	9.5	10.4	12.9	25.2	19.9	29.8	58.2
Treynor Ratio ?	NA	0.17	0.11	0.14	0.08	0.09	NA	0.07	-0.02	0.19	-0.23	0.08	0.13	0.49	0.01	0.29	0.09	-0.03	0.07	0.22	0.18	-0.04	0.12	0.28	-0.51
Alpha	NA	0.02	0.0	-0.01	-0.02	-0.01	NA	-0.01	-0.06	-0.01	-0.02	-0.06	-0.01	0.03	0.01	0.02	-0.01	-0.02	-0.02	-0.03	0.01	-0.02	-0.01	0.01	-0.02
Beta	NA	0.88	0.9	0.93	0.91	0.73	NA	0.89	0.9	0.95	0.9	0.92	0.59	0.37	0.39	0.72	1.01	0.88	0.79	0.89	0.91	1.04	1.06	1.08	1.07
RSquared ?	NA	0.93	0.91	0.9	0.87	0.59	NA	0.78	0.55	0.83	0.95	0.68	0.52	0.09	0.13	0.64	0.9	0.94	0.91	0.9	0.8	0.94	0.93	0.98	0.98
Yield(%)	N/A	0.0	N/A	N/A	N/A	N/A	N/A	N/A	11.6	3.2	1.2	7.3	1.0	7.0	12.3	6.5	1.9	8.0	14.0	7.8	3.9	3.7	2.4	5.0	0.4
Dividend Growth(%)	N/A	-100.0	N/A	N/A	N/A	N/A	N/A	N/A	323.2	116.8	-83.7	681.4	-82.4	-55.0	116.8	266.3	-78.8	-46.9	93.6	126.0	-2.6	68.0	-40.1	731.3	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2008

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LPRFX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES (MUTUAL FUND)

Basic Info 24.69 0(0.0%) July 25

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LPRFX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES (MUTUAL FUND)

Basic Info 24.69 0(0.0%) July 25

Performance Analytics (As of 07/23/2025)

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