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LPVIX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 20.25 0(0.0%) June 06
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 07/06/2010 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 8.75% |
| Expenses | 0.59% |
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Performance Analytics (As of 06/06/2025)
| 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(%) | 0.9 | 6.0 | 12.2 | 11.9 | 10.4 | 8.3 | 9.9 | 8.4 | 22.2 | -19.7 | 12.0 | 14.4 | 26.5 | -8.4 | 19.5 | 8.8 | -2.6 | 2.0 | 25.6 | 16.5 | -4.0 | 25.5 |
| Sharpe Ratio | NA | 0.47 | 0.46 | 0.49 | 0.49 | 0.42 | 0.55 | 0.12 | 1.32 | -0.94 | 0.88 | 0.51 | 2.42 | -0.72 | 3.01 | 0.62 | -0.19 | 0.18 | 2.22 | 1.22 | -0.16 | 3.32 |
| Draw Down(%) | NA | 17.2 | 17.2 | 17.2 | 31.4 | 34.3 | 34.3 | 11.3 | 11.5 | 27.8 | 5.5 | 34.3 | 6.3 | 17.8 | 3.3 | 11.5 | 13.3 | 8.5 | 7.7 | 11.9 | 22.1 | 7.0 |
| Standard Deviation(%) | NA | 24.5 | 19.3 | 17.6 | 17.2 | 16.6 | 16.5 | 15.0 | 13.7 | 22.6 | 13.7 | 27.6 | 10.4 | 13.6 | 6.3 | 14.0 | 14.0 | 10.6 | 11.5 | 13.5 | 25.9 | 17.4 |
| Treynor Ratio | NA | 0.12 | 0.1 | 0.09 | 0.09 | 0.09 | 0.11 | 0.02 | 0.19 | -0.23 | 0.13 | 0.24 | 0.44 | -0.2 | 0.26 | 0.09 | -0.03 | 0.02 | 0.27 | 0.17 | -0.04 | 0.52 |
| Alpha | NA | 0.03 | 0.0 | -0.01 | -0.01 | -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 | -0.01 | 0.01 | -0.02 | -0.01 |
| Beta | NA | 0.93 | 0.94 | 0.94 | 0.92 | 0.75 | 0.82 | 0.94 | 0.96 | 0.91 | 0.92 | 0.59 | 0.57 | 0.48 | 0.72 | 1.01 | 0.87 | 0.85 | 0.94 | 0.95 | 1.07 | 1.12 |
| RSquared | NA | 0.95 | 0.92 | 0.91 | 0.9 | 0.71 | 0.75 | 0.63 | 0.83 | 0.95 | 0.78 | 0.54 | 0.47 | 0.37 | 0.59 | 0.9 | 0.94 | 0.84 | 0.8 | 0.79 | 0.94 | 0.97 |
| Yield(%) | N/A | 0.0 | 8.6 | 4.7 | 5.0 | 5.5 | N/A | 9.6 | 3.6 | 1.1 | 7.0 | 1.3 | 5.9 | 8.7 | 9.2 | 1.8 | 3.6 | 8.0 | 5.8 | 1.9 | 2.1 | 7.1 |
| Dividend Growth(%) | N/A | -100.0 | 242.2 | -3.1 | -9.4 | N/A | N/A | 217.1 | 153.3 | -83.1 | 485.8 | -72.4 | -44.0 | 3.5 | 457.4 | -54.1 | -55.8 | 55.0 | 255.4 | -16.5 | -64.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2010
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See Target Date 2051+ Asset Class Trend Rankings |
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