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LPSAX: BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (MUTUAL FUND)
Basic Info 9.78 0.05(0.51%) June 30
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 06/03/2008 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 6.32% |
| Expenses | 1.04% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/03/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 6.3 | 5.0 | 5.4 | 1.2 | 3.2 | 4.6 | 3.6 | 0.9 | 7.7 | -15.0 | -3.4 | 6.6 | 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 | 0.92 | 0.13 | 0.2 | -0.09 | 0.2 | NA | 0.29 | -0.64 | 0.34 | -1.35 | -0.34 | 0.48 | 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 | 7.4 | 7.4 | 11.5 | 26.7 | 26.7 | NA | 27.0 | 5.4 | 7.9 | 20.2 | 8.2 | 18.9 | 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 | 10.0 | 9.9 | 10.1 | 10.1 | 9.2 | NA | 9.2 | 8.9 | 10.3 | 12.1 | 9.9 | 13.3 | 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 | 0.06 | 0.01 | 0.02 | -0.01 | 0.02 | NA | 0.02 | -0.07 | 0.03 | -0.12 | -0.07 | 0.06 | 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 | -0.03 | -0.01 | -0.02 | -0.01 | NA | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 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 | 1.44 | 1.44 | 1.35 | 1.35 | 1.2 | NA | 1.25 | 0.86 | 1.24 | 1.35 | 0.45 | 1.0 | 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 | 0.87 | 0.69 | 0.72 | 0.66 | 0.55 | NA | 0.67 | 0.37 | 0.49 | 0.95 | 0.11 | 0.54 | 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 | 6.0 | 3.9 | 3.2 | 4.4 | 5.3 | N/A | 6.7 | 4.3 | 0.7 | 3.8 | 2.3 | 3.1 | 8.6 | 9.6 | 1.8 | 5.6 | 10.7 | 7.2 | 5.4 | 5.7 | 1.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 65.5 | 16.4 | -43.4 | N/A | N/A | N/A | 61.4 | 380.2 | -81.4 | 75.8 | -17.1 | -68.2 | -9.3 | 458.1 | -69.8 | -50.7 | 46.9 | 39.6 | -7.4 | 418.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/2008
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