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LPRKX: BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 17.11 0.17(1.00%) May 03
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | (44%) |
Start Date: | 05/03/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 0.97% |
Expenses | 1.04% |
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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 05/03/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 4.8 | 17.3 | 2.9 | 7.9 | 7.2 | 7.6 | 19.0 | -28.6 | 33.6 | 13.4 | 25.1 | -7.8 | 20.2 | 7.9 | -2.7 | 4.8 | 16.4 | 14.2 | -2.9 | 5.0 |
Sharpe Ratio | NA | 1.01 | 1.11 | 0.03 | 0.32 | 0.39 | 0.44 | 1.18 | -1.24 | 1.86 | 0.5 | 2.44 | -0.73 | 3.54 | 0.59 | -0.2 | 0.57 | 1.76 | 1.26 | -0.13 | 0.4 |
Draw Down(%) | NA | 4.4 | 10.6 | 34.9 | 34.9 | 34.9 | 34.9 | 10.6 | 34.9 | 4.8 | 31.7 | 5.8 | 16.8 | 1.6 | 10.7 | 12.7 | 6.7 | 7.0 | 9.7 | 18.9 | 13.0 |
Standard Deviation(%) | NA | 11.1 | 12.1 | 18.9 | 19.4 | 15.7 | 15.7 | 12.6 | 24.3 | 18.0 | 26.2 | 9.7 | 12.5 | 5.5 | 13.0 | 13.2 | 8.5 | 9.3 | 11.3 | 21.8 | 19.0 |
Treynor Ratio | NA | 0.1 | 0.14 | 0.01 | 0.14 | 0.11 | 0.1 | 0.16 | -0.33 | 0.37 | 0.68 | 0.89 | -0.19 | 0.22 | 0.07 | -0.03 | 0.06 | 0.18 | 0.17 | -0.03 | 0.07 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | -0.06 | 0.07 | 0.05 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 |
Beta | NA | 1.11 | 0.99 | 0.94 | 0.46 | 0.57 | 0.68 | 0.95 | 0.92 | 0.92 | 0.19 | 0.26 | 0.49 | 0.88 | 1.03 | 1.01 | 0.84 | 0.89 | 0.85 | 0.98 | 1.01 |
RSquared | NA | 0.83 | 0.59 | 0.42 | 0.18 | 0.29 | 0.44 | 0.56 | 0.48 | 0.25 | 0.04 | 0.23 | 0.34 | 0.8 | 0.98 | 0.99 | 0.94 | 0.94 | 0.82 | 0.96 | 0.94 |
Yield(%) | N/A | 0.0 | 4.7 | 7.5 | 7.7 | 7.7 | N/A | 5.1 | 1.7 | 19.7 | 4.2 | 7.5 | 11.4 | 15.2 | 1.8 | 9.1 | 13.5 | 8.3 | 4.6 | 1.7 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 273.7 | 17.0 | -30.6 | N/A | N/A | 143.3 | -91.7 | 401.4 | -33.3 | -47.1 | -21.5 | 828.6 | -83.1 | -38.1 | 70.7 | 101.3 | 160.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2010
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