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LPRNX: BLACKROCK LIFEPATH DYNAMIC 2030 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 13.91 0(0.0%) July 08
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 05/03/2010 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 5.81% |
| 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 05/03/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 6.3 | 8.7 | 10.1 | 5.1 | 5.3 | 6.4 | 5.7 | 3.7 | 14.9 | -16.7 | -0.8 | 9.8 | 21.4 | -5.9 | 15.6 | 7.9 | -2.5 | 4.7 | 13.1 | 12.5 | -1.1 | 4.5 |
| Sharpe Ratio | NA | 0.92 | 0.67 | 0.63 | 0.26 | 0.33 | NA | 0.41 | -0.28 | 1.11 | -1.16 | -0.07 | 0.49 | 2.68 | -0.74 | 3.37 | 0.75 | -0.24 | 0.68 | 1.63 | 1.32 | -0.06 | 0.42 |
| Draw Down(%) | NA | 9.5 | 9.5 | 13.4 | 29.4 | 29.4 | NA | 29.4 | 8.6 | 9.3 | 22.9 | 8.5 | 27.0 | 4.1 | 13.3 | 1.3 | 8.2 | 10.6 | 5.6 | 6.5 | 8.0 | 15.6 | 11.1 |
| Standard Deviation(%) | NA | 12.6 | 11.0 | 11.1 | 11.8 | 11.7 | NA | 11.8 | 10.1 | 9.6 | 15.6 | 12.3 | 19.6 | 7.5 | 9.9 | 4.5 | 10.3 | 10.4 | 7.0 | 8.0 | 9.5 | 18.2 | 16.0 |
| Treynor Ratio | NA | 0.12 | 0.07 | 0.07 | 0.03 | 0.05 | NA | 0.06 | -0.03 | 0.1 | -0.18 | -0.01 | 0.13 | 0.29 | -0.12 | 0.18 | 0.08 | -0.03 | 0.06 | 0.15 | 0.15 | -0.01 | 0.07 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | -0.01 | -0.03 | -0.01 | 0.0 | -0.04 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 1.0 | 1.02 | 1.04 | 1.02 | 0.86 | NA | 0.88 | 1.03 | 1.05 | 1.02 | 1.0 | 0.72 | 0.69 | 0.6 | 0.83 | 0.98 | 0.97 | 0.83 | 0.88 | 0.82 | 0.92 | 0.93 |
| RSquared | NA | 0.95 | 0.95 | 0.94 | 0.85 | 0.73 | NA | 0.8 | 0.65 | 0.86 | 0.98 | 0.47 | 0.64 | 0.47 | 0.4 | 0.7 | 0.96 | 0.98 | 0.93 | 0.93 | 0.82 | 0.96 | 0.94 |
| Yield(%) | N/A | 0.0 | 5.8 | 3.7 | 3.4 | 5.3 | 6.3 | N/A | 7.2 | 3.2 | 1.1 | 4.5 | 1.3 | 6.9 | 11.0 | 13.4 | 2.1 | 7.9 | 13.1 | 8.0 | 4.7 | 2.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 101.0 | -25.2 | -59.7 | N/A | N/A | N/A | 151.8 | 140.7 | -77.1 | 279.2 | -78.7 | -47.6 | -15.6 | 577.9 | -76.6 | -44.1 | 69.3 | 85.9 | 82.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2010
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