Find A Portfolio/Ticker
Comparison Box
LPRNX: BLACKROCK LIFEPATH DYNAMIC 2030 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 13.14 0.12(0.92%) May 03
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (72%) |
Start Date: | 05/03/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.36% |
Expenses | 0.34% |
Sign up to get fund ranking change alerts |
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 | 3.0 | 12.0 | 1.3 | 5.9 | 5.9 | 6.4 | 15.1 | -25.3 | 24.4 | 12.6 | 21.4 | -5.9 | 15.6 | 7.9 | -2.5 | 4.7 | 13.1 | 12.5 | -1.1 | 4.5 |
Sharpe Ratio | NA | 0.59 | 0.86 | -0.07 | 0.29 | 0.39 | 0.45 | 1.13 | -1.39 | 1.73 | 0.61 | 2.68 | -0.73 | 3.37 | 0.75 | -0.24 | 0.68 | 1.63 | 1.32 | -0.06 | 0.42 |
Draw Down(%) | NA | 3.8 | 9.3 | 30.5 | 30.5 | 30.5 | 30.5 | 9.3 | 30.5 | 3.8 | 25.8 | 4.1 | 13.3 | 1.3 | 8.2 | 10.6 | 5.6 | 6.5 | 8.0 | 15.6 | 11.1 |
Standard Deviation(%) | NA | 9.0 | 9.5 | 14.9 | 15.1 | 12.3 | 12.5 | 9.7 | 19.2 | 14.1 | 20.1 | 7.5 | 9.9 | 4.5 | 10.3 | 10.4 | 7.0 | 8.0 | 9.5 | 18.2 | 16.0 |
Treynor Ratio | NA | 0.05 | 0.09 | -0.01 | 0.08 | 0.08 | 0.08 | 0.12 | -0.31 | 0.28 | 0.58 | 0.29 | -0.12 | 0.18 | 0.08 | -0.03 | 0.06 | 0.15 | 0.15 | -0.01 | 0.07 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | -0.05 | 0.05 | 0.04 | 0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 |
Beta | NA | 1.06 | 0.95 | 0.88 | 0.53 | 0.63 | 0.73 | 0.89 | 0.86 | 0.89 | 0.21 | 0.69 | 0.6 | 0.83 | 0.98 | 0.97 | 0.83 | 0.88 | 0.82 | 0.92 | 0.93 |
RSquared | NA | 0.87 | 0.67 | 0.43 | 0.22 | 0.34 | 0.5 | 0.61 | 0.48 | 0.26 | 0.05 | 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 | 2.7 | 6.1 | 6.3 | 6.8 | N/A | 3.1 | 1.5 | 15.9 | 3.8 | 6.9 | 11.0 | 13.4 | 2.1 | 8.0 | 13.1 | 8.0 | 4.7 | 2.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 135.7 | -2.8 | -39.5 | N/A | N/A | 71.4 | -90.9 | 351.0 | -37.0 | -47.7 | -15.8 | 581.5 | -76.9 | -43.5 | 68.3 | 86.4 | 83.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2010
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) 0.63% (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) 0.82% (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) 0.94% (96%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) 0.83% (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) 0.73% (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) 0.85% (92%)
- PTCPX (PRINCIPAL LIFETIME 2030 FUND R-5) 0.73% (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) 0.93% (89%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) 0.82% (88%)