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LPVCX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES (MUTUAL FUND)
Basic Info 18.07 0.16(0.89%) April 26
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (84%) |
Start Date: | 07/06/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 0.49% |
Expenses | 0.59% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/06/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 4.9 | 20.1 | 0.8 | 7.1 | 6.5 | 8.5 | 21.2 | -27.3 | 22.6 | 14.3 | 25.2 | -9.4 | 18.4 | 7.7 | -3.5 | 1.1 | 24.1 | 15.3 | -5.0 | 24.9 |
Sharpe Ratio | NA | 0.99 | 1.28 | -0.08 | 0.29 | 0.34 | 0.47 | 1.24 | -1.17 | 1.71 | 0.5 | 2.29 | -0.79 | 2.85 | 0.54 | -0.25 | 0.1 | 2.1 | 1.14 | -0.19 | 3.25 |
Draw Down(%) | NA | 5.2 | 11.7 | 34.2 | 34.2 | 34.2 | 34.2 | 11.7 | 34.2 | 5.6 | 32.9 | 6.3 | 18.5 | 3.3 | 11.6 | 13.6 | 8.4 | 7.8 | 12.7 | 22.4 | 7.0 |
Standard Deviation(%) | NA | 12.5 | 12.8 | 17.9 | 19.4 | 16.1 | 16.6 | 13.7 | 24.6 | 13.2 | 28.3 | 10.4 | 13.6 | 6.3 | 14.0 | 14.1 | 10.6 | 11.5 | 13.5 | 25.9 | 17.4 |
Treynor Ratio | NA | 0.14 | 0.19 | -0.02 | 0.13 | 0.1 | 0.12 | 0.21 | -0.38 | 0.28 | 1.04 | 0.43 | -0.22 | 0.25 | 0.07 | -0.04 | 0.01 | 0.26 | 0.16 | -0.05 | 0.51 |
Alpha | NA | -0.02 | -0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.06 | 0.0 | 0.06 | 0.03 | -0.03 | 0.01 | -0.01 | -0.02 | -0.04 | -0.02 | 0.0 | -0.03 | -0.01 |
Beta | NA | 0.91 | 0.87 | 0.79 | 0.43 | 0.52 | 0.64 | 0.82 | 0.76 | 0.8 | 0.13 | 0.56 | 0.48 | 0.73 | 1.01 | 0.88 | 0.85 | 0.94 | 0.94 | 1.07 | 1.11 |
RSquared | NA | 0.72 | 0.64 | 0.58 | 0.23 | 0.33 | 0.46 | 0.62 | 0.57 | 0.63 | 0.03 | 0.44 | 0.37 | 0.6 | 0.91 | 0.94 | 0.85 | 0.81 | 0.79 | 0.94 | 0.97 |
Yield(%) | N/A | 0.0 | 2.4 | 2.8 | 3.5 | 4.5 | N/A | 2.5 | 1.6 | 6.3 | 1.2 | 4.9 | 7.9 | 8.3 | 1.0 | 2.7 | 7.1 | 4.8 | 1.0 | 1.5 | 6.8 |
Dividend Growth(%) | N/A | -100.0 | 94.7 | -22.9 | -34.9 | N/A | N/A | 23.3 | -72.7 | 511.1 | -71.4 | -49.2 | 5.1 | 807.7 | -65.8 | -63.1 | 66.1 | 463.6 | -38.9 | -73.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2010
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