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LPSGX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K (MUTUAL FUND)
Basic Info 22.59 0(0.0%) May 02
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 07/01/2008 |
| Last Dividend Date: | 06/28/2024 |
| 12-Mo. Yield | 1.07% |
| Expenses | 0.34% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/01/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | -0.3 | -0.3 | 6.1 | 8.7 | 6.3 | 7.6 | 6.3 | 5.0 | 22.6 | -19.3 | 8.2 | 8.2 | 19.9 | 2.0 | 21.9 | 9.5 | -2.1 | 6.0 | 20.2 | 16.5 | -3.4 | 13.8 | 30.9 | -32.3 |
| Sharpe Ratio | NA | -0.15 | -0.33 | 0.09 | 0.34 | 0.26 | NA | 0.26 | -0.1 | 1.35 | -0.93 | 0.55 | 0.28 | 1.16 | 0.04 | 3.55 | 0.66 | -0.15 | 0.63 | 1.94 | 1.29 | -0.14 | 0.69 | 1.04 | -0.94 |
| Draw Down(%) | NA | 16.5 | 23.4 | 23.4 | 32.6 | 35.9 | NA | 50.3 | 13.0 | 11.5 | 27.5 | 7.4 | 35.9 | 11.5 | 17.4 | 1.6 | 11.5 | 13.1 | 7.6 | 7.4 | 11.1 | 21.4 | 15.9 | 28.8 | 46.3 |
| Standard Deviation(%) | NA | 25.8 | 20.5 | 18.4 | 17.8 | 17.7 | NA | 20.6 | 15.8 | 13.7 | 22.4 | 14.7 | 28.1 | 15.9 | 18.0 | 6.0 | 14.0 | 14.1 | 9.5 | 10.4 | 12.9 | 25.1 | 19.9 | 29.7 | 58.1 |
| Treynor Ratio | NA | -0.04 | -0.08 | 0.02 | 0.07 | 0.06 | NA | 0.06 | -0.02 | 0.19 | -0.23 | 0.09 | 0.14 | 0.5 | 0.02 | 0.3 | 0.09 | -0.02 | 0.08 | 0.23 | 0.18 | -0.03 | 0.13 | 0.29 | -0.51 |
| Alpha | NA | 0.03 | -0.05 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.06 | -0.01 | -0.01 | -0.06 | -0.01 | 0.03 | 0.02 | 0.02 | -0.01 | -0.01 | -0.02 | -0.03 | 0.01 | -0.02 | -0.01 | 0.01 | -0.02 |
| Beta | NA | 0.9 | 0.89 | 0.91 | 0.9 | 0.73 | NA | 0.89 | 0.9 | 0.95 | 0.9 | 0.92 | 0.59 | 0.37 | 0.39 | 0.72 | 1.02 | 0.88 | 0.79 | 0.89 | 0.9 | 1.04 | 1.06 | 1.08 | 1.07 |
| RSquared | NA | 0.95 | 0.71 | 0.83 | 0.83 | 0.58 | NA | 0.77 | 0.54 | 0.83 | 0.95 | 0.68 | 0.52 | 0.09 | 0.13 | 0.65 | 0.91 | 0.94 | 0.91 | 0.9 | 0.8 | 0.94 | 0.92 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.0 | 1.1 | 1.7 | 3.8 | 5.2 | 6.5 | N/A | 1.1 | 3.7 | 1.4 | 7.7 | 1.5 | 7.5 | 12.6 | 7.0 | 2.4 | 8.6 | 14.5 | 8.4 | 4.6 | 4.2 | 2.9 | 5.4 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | -60.9 | -71.1 | -56.6 | N/A | N/A | N/A | -64.1 | 115.2 | -81.8 | 465.1 | -76.0 | -53.0 | 107.6 | 212.4 | -75.1 | -45.4 | 87.4 | 109.3 | -1.7 | 61.5 | -33.4 | 447.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2008
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