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LPSFX: BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (MUTUAL FUND)
Basic Info 17.39 0(0.0%) April 25
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | (79%) |
Start Date: | 06/03/2008 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.39% |
Expenses | 1.04% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 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(%) | 1.4 | 3.5 | 16.7 | 3.1 | 8.4 | 7.9 | 10.0 | 6.3 | 19.8 | -16.9 | 16.3 | 8.5 | 20.7 | 1.9 | 20.7 | 9.1 | -1.9 | 5.8 | 17.4 | 15.1 | -2.0 | 12.4 | 24.6 | -35.2 |
Sharpe Ratio | NA | 0.3 | 0.8 | 0.04 | 0.38 | 0.44 | NA | 0.3 | 1.24 | -0.93 | 1.32 | 0.3 | 1.29 | 0.04 | 3.61 | 0.68 | -0.15 | 0.68 | 1.86 | 1.34 | -0.09 | 0.7 | 0.92 | -1.11 |
Draw Down(%) | NA | 4.4 | 10.4 | 24.5 | 33.5 | 33.5 | NA | 51.6 | 10.4 | 24.5 | 6.0 | 33.5 | 10.6 | 16.3 | 1.5 | 10.7 | 12.4 | 6.6 | 6.9 | 9.6 | 18.6 | 14.2 | 26.2 | 48.0 |
Standard Deviation(%) | NA | 10.6 | 12.0 | 15.2 | 17.7 | 15.4 | NA | 18.5 | 12.6 | 19.7 | 12.4 | 27.0 | 14.9 | 16.6 | 5.6 | 13.0 | 13.2 | 8.5 | 9.3 | 11.3 | 21.8 | 17.4 | 26.6 | 48.0 |
Treynor Ratio | NA | 0.03 | 0.1 | 0.01 | 0.17 | 0.14 | NA | 0.07 | 0.18 | -0.19 | 0.18 | 0.91 | 1.79 | 0.02 | 0.23 | 0.09 | -0.02 | 0.07 | 0.19 | 0.18 | -0.02 | 0.12 | 0.23 | -0.5 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.04 | 0.06 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | -0.02 | -0.01 |
Beta | NA | 1.1 | 0.99 | 0.95 | 0.38 | 0.5 | NA | 0.79 | 0.88 | 0.95 | 0.89 | 0.09 | 0.11 | 0.34 | 0.88 | 1.03 | 1.01 | 0.84 | 0.89 | 0.85 | 0.98 | 1.01 | 1.06 | 1.06 |
RSquared | NA | 0.81 | 0.58 | 0.66 | 0.15 | 0.23 | NA | 0.59 | 0.52 | 0.76 | 0.55 | 0.01 | 0.02 | 0.09 | 0.79 | 0.98 | 0.99 | 0.94 | 0.94 | 0.82 | 0.96 | 0.95 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 5.1 | 7.8 | 8.1 | 8.2 | 11.0 | N/A | 5.7 | 1.9 | 19.9 | 4.8 | 8.0 | 11.9 | 15.7 | 2.5 | 9.8 | 14.4 | 9.2 | 5.4 | 2.5 | 1.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 229.2 | 13.3 | -30.8 | N/A | N/A | N/A | 147.1 | -90.9 | 342.9 | -28.2 | -45.8 | -20.6 | 563.4 | -77.3 | -36.9 | 64.0 | 90.2 | 104.4 | 164.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/2008
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