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LPRMX: BLACKROCK LIFEPATH DYNAMIC 2020 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/03/2010 |
| Last Dividend Date: | 11/13/2019 |
| 12-Mo. Yield | 7.27% |
| Expenses | 1.12% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/03/2010 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.2 | 4.8 | 5.4 | 5.5 | 0.0 | 14.5 | -4.4 | 12.6 | 5.7 | -2.2 | 4.5 | 9.2 | 10.4 | 1.1 | 4.7 |
| Sharpe Ratio | NA | 0.67 | 0.74 | 0.54 | 0.63 | 0.0 | 1.37 | -0.85 | 3.67 | 0.78 | -0.31 | 0.86 | 1.42 | 1.46 | 0.08 | 0.55 |
| Draw Down(%) | NA | 5.7 | 9.4 | 10.8 | 11.4 | 0.0 | 5.7 | 9.4 | 1.2 | 5.3 | 8.4 | 4.2 | 5.8 | 5.9 | 11.4 | 8.8 |
| Standard Deviation(%) | NA | 9.1 | 7.0 | 7.0 | 8.2 | NA | 9.5 | 6.7 | 3.3 | 7.0 | 7.3 | 5.2 | 6.4 | 7.1 | 13.7 | 12.5 |
| Treynor Ratio | NA | 5.69 | 1.87 | 0.67 | 0.33 | NA | 9.25 | -0.54 | 0.16 | 0.06 | -0.03 | 0.06 | 0.11 | 0.13 | 0.01 | 0.08 |
| Alpha | NA | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.05 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.01 | 0.03 | 0.06 | 0.16 | 0.0 | 0.01 | 0.11 | 0.75 | 0.86 | 0.85 | 0.78 | 0.86 | 0.81 | 0.88 | 0.91 |
| RSquared | NA | 0.0 | 0.02 | 0.05 | 0.16 | 0.0 | 0.01 | 0.12 | 0.68 | 0.98 | 0.97 | 0.92 | 0.92 | 0.89 | 0.95 | 0.94 |
| Yield(%) | N/A | 7.3 | 7.0 | 5.5 | N/A | 0.0 | 7.7 | 8.3 | 5.2 | 0.9 | 7.1 | 11.2 | 6.9 | 2.7 | 5.3 | 0.8 |
| Dividend Growth(%) | N/A | -18.8 | 2.5 | N/A | N/A | -100.0 | -18.8 | 72.8 | 504.7 | -88.6 | -40.3 | 61.8 | 180.9 | -51.9 | 602.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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