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LPVKX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES (MUTUAL FUND)
Basic Info 18.79 0(0.0%) April 23
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (90%) |
Start Date: | 07/06/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.29% |
Expenses | 0.59% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 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(%) | 0.1 | 3.6 | 17.6 | 3.7 | 9.4 | 8.4 | 10.4 | 22.7 | -26.3 | 31.3 | 15.7 | 26.7 | -8.2 | 21.7 | 8.9 | -2.2 | 2.3 | 26.5 | 16.9 | -3.7 | 25.7 |
Sharpe Ratio | NA | 0.52 | 0.97 | 0.07 | 0.39 | 0.45 | 0.57 | 1.35 | -1.13 | 1.95 | 0.55 | 2.44 | -0.7 | 3.54 | 0.62 | -0.16 | 0.21 | 2.28 | 1.26 | -0.14 | 3.36 |
Draw Down(%) | NA | 5.1 | 11.5 | 33.5 | 33.5 | 33.5 | 33.5 | 11.5 | 33.5 | 5.4 | 32.7 | 6.3 | 17.5 | 1.6 | 11.6 | 13.1 | 8.5 | 7.6 | 11.8 | 21.9 | 6.9 |
Standard Deviation(%) | NA | 12.5 | 13.0 | 18.7 | 19.9 | 16.4 | 16.7 | 13.8 | 24.6 | 16.1 | 28.2 | 10.4 | 13.5 | 6.0 | 14.0 | 14.0 | 10.7 | 11.6 | 13.5 | 25.8 | 17.4 |
Treynor Ratio | NA | 0.07 | 0.14 | 0.02 | 0.18 | 0.14 | 0.15 | 0.23 | -0.37 | 0.49 | 1.11 | 0.44 | -0.2 | 0.29 | 0.09 | -0.02 | 0.03 | 0.28 | 0.18 | -0.03 | 0.52 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.02 | 0.01 | 0.01 | 0.0 | -0.06 | 0.05 | 0.06 | 0.03 | -0.03 | 0.02 | -0.01 | -0.01 | -0.03 | -0.01 | 0.01 | -0.02 | 0.0 |
Beta | NA | 0.91 | 0.88 | 0.75 | 0.42 | 0.51 | 0.64 | 0.82 | 0.75 | 0.63 | 0.14 | 0.57 | 0.48 | 0.72 | 1.01 | 0.88 | 0.86 | 0.94 | 0.94 | 1.07 | 1.12 |
RSquared | NA | 0.7 | 0.64 | 0.48 | 0.2 | 0.31 | 0.43 | 0.61 | 0.55 | 0.26 | 0.03 | 0.47 | 0.37 | 0.65 | 0.9 | 0.94 | 0.84 | 0.8 | 0.79 | 0.94 | 0.97 |
Yield(%) | N/A | 0.0 | 3.2 | 5.3 | 5.8 | 6.4 | N/A | 3.8 | 2.1 | 13.0 | 2.4 | 6.1 | 8.8 | 11.2 | 1.9 | 3.9 | 8.1 | 5.8 | 2.2 | 2.4 | 7.2 |
Dividend Growth(%) | N/A | -100.0 | 82.8 | 16.6 | -11.1 | N/A | N/A | 45.0 | -83.0 | 518.4 | -53.1 | -43.0 | -12.9 | 526.9 | -54.4 | -52.5 | 57.9 | 216.7 | -17.2 | -59.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2010
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