LPVIX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES (MUTUAL FUND)

Basic Info 21.29 0.04(0.19%) July 25

Asset Class:	Target Date 2051+
MyPlanIQ Rating:	(85%)
Start Date:	07/06/2010
Last Dividend Date:	12/24/2024
12-Mo. Yield	7.75%
Expenses	0.59%
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Performance Analytics (As of 07/23/2025)

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	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 07/06/2010	2024
Annualized Return(%) ?	1.7	11.4	17.3	16.1	11.0	8.8	9.7	10.2	8.4
Sharpe Ratio ?	NA	0.71	0.52	0.8	0.52	0.43	NA	0.56	0.12
Draw Down(%) ?	NA	17.2	17.2	17.2	31.4	34.3	NA	34.3	11.3

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 07/06/2010	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010
Annualized Return(%) ?	1.7	11.4	17.3	16.1	11.0	8.8	9.7	10.2	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	0.71	0.52	0.8	0.52	0.43	NA	0.56	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	NA	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	22.2	19.3	17.0	16.9	16.6	NA	16.4	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	0.17	0.11	0.14	0.1	0.09	NA	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	0.02	0.0	-0.01	-0.01	-0.01	NA	-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	0.92	0.93	0.95	0.92	0.75	NA	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	0.93	0.92	0.91	0.89	0.7	NA	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	7.9	4.9	4.9	5.5	6.9	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	191.2	-4.7	-8.1	N/A	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

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 07/06/2010	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010
Annualized Return(%) ?	1.7	11.4	17.3	16.1	11.0	8.8	9.7	10.2	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	0.71	0.52	0.8	0.52	0.43	NA	0.56	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	NA	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	22.2	19.3	17.0	16.9	16.6	NA	16.4	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	0.17	0.11	0.14	0.1	0.09	NA	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	0.02	0.0	-0.01	-0.01	-0.01	NA	-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	0.92	0.93	0.95	0.92	0.75	NA	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	0.93	0.92	0.91	0.89	0.7	NA	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	7.9	4.9	4.9	5.5	6.9	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	191.2	-4.7	-8.1	N/A	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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LPVIX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES (MUTUAL FUND)

Basic Info 21.29 0.04(0.19%) July 25

Performance Analytics (As of 07/23/2025)

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LPVIX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES (MUTUAL FUND)

Basic Info 21.29 0.04(0.19%) July 25

Performance Analytics (As of 07/23/2025)

Top Rated Funds in Target Date 2051+

Best Mutual Funds

Latest Articles Related to LPVIX

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