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LPVCX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES (MUTUAL FUND)
Basic Info 19.27 0(0.0%) May 19
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 07/06/2010 |
| Last Dividend Date: | 06/28/2024 |
| 12-Mo. Yield | 0.73% |
| Expenses | 0.59% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/06/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 4.6 | 2.8 | 9.1 | 10.2 | 6.2 | 8.3 | 7.9 | 20.9 | -20.5 | 10.7 | 13.3 | 25.2 | -9.4 | 18.4 | 7.7 | -3.5 | 1.1 | 24.1 | 15.3 | -5.0 | 24.9 |
| Sharpe Ratio | NA | 0.38 | -0.17 | 0.26 | 0.43 | 0.26 | 0.43 | 0.09 | 1.23 | -0.97 | 0.78 | 0.47 | 2.29 | -0.79 | 2.85 | 0.54 | -0.25 | 0.1 | 2.1 | 1.14 | -0.19 | 3.25 |
| Draw Down(%) | NA | 17.3 | 22.2 | 22.2 | 32.2 | 34.4 | 34.4 | 10.9 | 11.7 | 28.4 | 5.7 | 34.4 | 6.3 | 18.5 | 3.3 | 11.6 | 13.6 | 8.4 | 7.8 | 12.7 | 22.4 | 7.0 |
| Standard Deviation(%) | NA | 25.9 | 20.2 | 18.2 | 17.6 | 16.7 | 16.6 | 14.7 | 13.7 | 22.6 | 13.8 | 27.6 | 10.4 | 13.6 | 6.3 | 14.0 | 14.1 | 10.6 | 11.5 | 13.5 | 25.9 | 17.4 |
| Treynor Ratio | NA | 0.1 | -0.04 | 0.05 | 0.08 | 0.06 | 0.09 | 0.01 | 0.18 | -0.24 | 0.12 | 0.22 | 0.43 | -0.22 | 0.25 | 0.07 | -0.04 | 0.01 | 0.26 | 0.16 | -0.05 | 0.51 |
| Alpha | NA | 0.03 | -0.04 | -0.02 | -0.02 | -0.01 | -0.01 | -0.05 | -0.01 | -0.02 | -0.05 | 0.01 | 0.03 | -0.03 | 0.01 | -0.01 | -0.02 | -0.04 | -0.02 | 0.0 | -0.03 | -0.01 |
| Beta | NA | 0.94 | 0.92 | 0.93 | 0.92 | 0.75 | 0.82 | 0.93 | 0.96 | 0.91 | 0.92 | 0.59 | 0.56 | 0.48 | 0.73 | 1.01 | 0.88 | 0.85 | 0.94 | 0.94 | 1.07 | 1.11 |
| RSquared | NA | 0.96 | 0.81 | 0.87 | 0.87 | 0.69 | 0.74 | 0.66 | 0.84 | 0.95 | 0.78 | 0.54 | 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 | 0.7 | 1.2 | 2.7 | 3.6 | N/A | 0.8 | 2.5 | 0.7 | 6.3 | 0.3 | 4.9 | 7.9 | 8.3 | 1.0 | 2.7 | 7.1 | 4.9 | 0.9 | 1.5 | 6.8 |
| Dividend Growth(%) | N/A | -100.0 | -61.9 | -72.4 | -50.5 | N/A | N/A | -62.0 | 170.9 | -87.8 | 2146.9 | -92.3 | -48.8 | 4.6 | 776.0 | -64.9 | -62.8 | 64.8 | 498.1 | -41.0 | -73.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2010
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