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LPVRX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 18.45 0.16(0.87%) April 26
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (87%) |
Start Date: | 07/06/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 0.89% |
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 | 5.0 | 20.7 | 3.3 | 8.9 | 7.9 | 9.7 | 21.9 | -19.1 | 17.8 | 15.0 | 25.9 | -8.9 | 21.1 | 8.3 | -3.0 | 1.5 | 24.9 | 15.8 | -4.5 | 25.2 |
Sharpe Ratio | NA | 1.02 | 1.32 | 0.06 | 0.39 | 0.43 | 0.55 | 1.3 | -0.91 | 1.49 | 0.52 | 2.36 | -0.75 | 3.4 | 0.58 | -0.22 | 0.14 | 2.16 | 1.17 | -0.18 | 3.3 |
Draw Down(%) | NA | 5.1 | 11.6 | 27.2 | 32.8 | 32.8 | 32.8 | 11.6 | 27.1 | 5.6 | 32.8 | 6.3 | 18.1 | 1.7 | 11.6 | 13.4 | 8.4 | 7.7 | 11.9 | 22.2 | 6.9 |
Standard Deviation(%) | NA | 12.5 | 12.8 | 16.7 | 18.8 | 15.7 | 16.3 | 13.7 | 22.7 | 12.0 | 28.2 | 10.4 | 13.6 | 6.0 | 13.9 | 14.0 | 10.7 | 11.5 | 13.5 | 25.7 | 17.3 |
Treynor Ratio | NA | 0.14 | 0.2 | 0.01 | 0.17 | 0.13 | 0.14 | 0.22 | -0.25 | 0.25 | 1.08 | 0.43 | -0.21 | 0.28 | 0.08 | -0.03 | 0.02 | 0.26 | 0.17 | -0.04 | 0.51 |
Alpha | NA | -0.02 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.02 | -0.01 | 0.06 | 0.03 | -0.03 | 0.02 | -0.01 | -0.02 | -0.04 | -0.02 | 0.0 | -0.03 | -0.01 |
Beta | NA | 0.91 | 0.87 | 0.8 | 0.44 | 0.52 | 0.65 | 0.81 | 0.81 | 0.71 | 0.14 | 0.57 | 0.48 | 0.74 | 1.01 | 0.87 | 0.86 | 0.94 | 0.94 | 1.07 | 1.11 |
RSquared | NA | 0.72 | 0.63 | 0.68 | 0.25 | 0.35 | 0.48 | 0.61 | 0.74 | 0.6 | 0.03 | 0.47 | 0.37 | 0.66 | 0.91 | 0.94 | 0.84 | 0.81 | 0.79 | 0.94 | 0.97 |
Yield(%) | N/A | 0.0 | 2.7 | 5.0 | 5.3 | 5.8 | N/A | 3.0 | 1.9 | 12.8 | 1.6 | 5.5 | 8.4 | 10.7 | 1.5 | 3.1 | 7.5 | 5.3 | 1.3 | 1.6 | 6.9 |
Dividend Growth(%) | N/A | -100.0 | 87.0 | 20.7 | -12.0 | N/A | N/A | 28.6 | -84.5 | 769.2 | -63.9 | -45.9 | -13.6 | 670.0 | -55.6 | -58.7 | 58.0 | 392.9 | -26.3 | -72.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2010
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