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LPRPX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 22.63 0.26(1.16%) May 03
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (87%) |
Start Date: | 05/03/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 0.88% |
Expenses | 0.34% |
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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(%) | 1.3 | 6.0 | 21.0 | 3.6 | 8.8 | 7.8 | 8.1 | 21.7 | -29.0 | 34.1 | 14.3 | 25.9 | -8.6 | 21.3 | 8.4 | -2.8 | 5.1 | 19.2 | 15.6 | -4.3 | 4.6 |
Sharpe Ratio | NA | 1.17 | 1.34 | 0.07 | 0.35 | 0.4 | 0.43 | 1.29 | -1.19 | 1.9 | 0.49 | 2.37 | -0.73 | 3.46 | 0.59 | -0.2 | 0.54 | 1.84 | 1.22 | -0.17 | 0.31 |
Draw Down(%) | NA | 5.1 | 11.6 | 35.8 | 35.8 | 35.8 | 35.8 | 11.6 | 35.8 | 5.5 | 32.9 | 6.3 | 18.0 | 1.6 | 11.6 | 13.4 | 7.7 | 7.5 | 11.2 | 21.7 | 14.9 |
Standard Deviation(%) | NA | 12.8 | 12.8 | 19.8 | 20.5 | 16.8 | 17.0 | 13.7 | 25.7 | 17.9 | 28.3 | 10.4 | 13.6 | 6.0 | 14.0 | 14.0 | 9.5 | 10.4 | 12.9 | 25.1 | 21.6 |
Treynor Ratio | NA | 0.16 | 0.2 | 0.02 | 0.17 | 0.13 | 0.11 | 0.22 | -0.41 | 0.44 | 1.04 | 0.43 | -0.21 | 0.29 | 0.08 | -0.03 | 0.06 | 0.22 | 0.17 | -0.04 | 0.06 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.07 | 0.04 | 0.06 | 0.03 | -0.03 | 0.02 | -0.01 | -0.02 | -0.02 | -0.03 | 0.01 | -0.02 | -0.01 |
Beta | NA | 0.92 | 0.88 | 0.77 | 0.42 | 0.51 | 0.64 | 0.79 | 0.74 | 0.77 | 0.13 | 0.57 | 0.48 | 0.73 | 1.01 | 0.88 | 0.8 | 0.89 | 0.91 | 1.04 | 1.06 |
RSquared | NA | 0.73 | 0.64 | 0.45 | 0.2 | 0.3 | 0.44 | 0.58 | 0.5 | 0.3 | 0.03 | 0.47 | 0.37 | 0.65 | 0.9 | 0.94 | 0.91 | 0.9 | 0.8 | 0.94 | 0.93 |
Yield(%) | N/A | 0.0 | 2.7 | 6.2 | 6.4 | 6.8 | N/A | 3.1 | 1.8 | 16.9 | 2.1 | 6.8 | 12.1 | 6.3 | 1.6 | 7.8 | 13.6 | 7.6 | 3.8 | 3.5 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 100.0 | 10.2 | -24.6 | N/A | N/A | 31.0 | -88.9 | 802.4 | -63.5 | -55.8 | 122.2 | 333.3 | -82.4 | -46.9 | 94.6 | 127.7 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2010
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