Find A Portfolio/Ticker
Comparison Box
LPSAX: BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (MUTUAL FUND)
Basic Info 9.76 0(0.0%) May 10
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (61%) |
Start Date: | 06/03/2008 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 8.07% |
Expenses | 1.04% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/03/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 3.0 | 9.9 | 0.8 | 5.4 | 5.1 | 6.2 | 4.7 | 12.9 | -22.3 | 17.6 | 11.6 | 11.9 | 2.5 | 11.7 | 6.4 | -1.3 | -0.2 | 12.3 | 9.0 | 4.3 | 8.2 | 14.6 | -17.7 |
Sharpe Ratio | NA | 0.64 | 0.51 | -0.11 | 0.31 | 0.4 | NA | 0.4 | 0.72 | -1.52 | 1.42 | 0.84 | 1.34 | 0.13 | 3.75 | 1.11 | -0.24 | -0.03 | 1.69 | 1.91 | 0.48 | 1.09 | 1.29 | -1.52 |
Draw Down(%) | NA | 3.3 | 7.9 | 26.9 | 26.9 | 26.9 | NA | 27.0 | 7.9 | 26.9 | 4.7 | 18.4 | 6.3 | 8.6 | 1.2 | 3.6 | 6.7 | 6.1 | 5.1 | 3.5 | 6.6 | 6.0 | 12.1 | 26.4 |
Standard Deviation(%) | NA | 7.4 | 12.0 | 13.5 | 12.3 | 9.8 | NA | 9.8 | 12.1 | 15.6 | 12.4 | 13.4 | 7.8 | 9.1 | 3.0 | 5.6 | 5.5 | 6.5 | 7.3 | 4.7 | 8.7 | 7.5 | 11.2 | 19.1 |
Treynor Ratio | NA | 0.03 | 0.05 | -0.01 | 0.05 | 0.05 | NA | 0.04 | 0.08 | -0.19 | 0.17 | 0.39 | 0.16 | 0.01 | 0.11 | 0.05 | -0.01 | 0.0 | 0.1 | 0.08 | 0.03 | 0.06 | 0.11 | -0.22 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | NA | 0.0 | 0.01 | -0.03 | 0.05 | 0.03 | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | -0.03 | 0.02 | 0.0 | -0.01 | -0.02 | -0.01 | -0.02 |
Beta | NA | 1.36 | 1.2 | 1.19 | 0.81 | 0.88 | NA | 1.09 | 1.06 | 1.22 | 1.06 | 0.29 | 0.67 | 0.79 | 0.99 | 1.29 | 1.25 | 1.28 | 1.23 | 1.2 | 1.35 | 1.33 | 1.3 | 1.33 |
RSquared | NA | 0.89 | 0.31 | 0.33 | 0.21 | 0.24 | NA | 0.45 | 0.25 | 0.48 | 0.12 | 0.04 | 0.08 | 0.13 | 0.56 | 0.94 | 0.94 | 0.4 | 0.42 | 0.85 | 0.86 | 0.89 | 0.94 | 0.96 |
Yield(%) | N/A | 0.0 | 8.1 | 6.9 | 6.9 | 6.4 | 6.9 | N/A | 9.0 | 1.1 | 13.9 | 7.0 | 3.1 | 8.6 | 9.6 | 1.9 | 5.6 | 10.8 | 7.2 | 5.3 | 5.6 | 1.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 511.4 | 25.1 | -10.9 | N/A | N/A | N/A | 583.3 | -92.5 | 109.1 | 156.7 | -68.1 | -8.7 | 442.1 | -69.4 | -50.8 | 48.2 | 41.7 | -7.7 | 441.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/2008
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 Retirement Income Asset Class Trend Rankings |
Top Rated Funds in Retirement Income
Best Mutual Funds
- ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) 0.0% (100%)
- ARTOX (ONE CHOICE IN RETIREMENT PORTFOLIO INVESTOR CLASS) 0.0% (99%)
- FFFAX (FIDELITY FREEDOM INCOME FUND FIDELITY FREEDOM INCOME FUND) 0.10% (98%)
- VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) 0.08% (97%)
- MLLIX (MFS LIFETIME INCOME FUND I) 0.0% (96%)
- ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) 0.08% (94%)
- STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) 0.10% (92%)
- TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) 0.08% (91%)
- ISWIX (VOYA SOLUTION INCOME PORTFOLIO CLASS I) 0.10% (90%)
- MDRSX (MASSMUTUAL RETIRESMART IN RETIREMENT FUND SERVICE CLASS) 0.0% (88%)