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LPVRX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 19.71 0(0.0%) May 19
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 07/06/2010 |
| Last Dividend Date: | 12/24/2024 |
| 12-Mo. Yield | 3.76% |
| 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(%) | 1.5 | 4.7 | 5.9 | 10.6 | 11.4 | 7.2 | 9.2 | 11.3 | 21.6 | -20.1 | 11.4 | 13.9 | 25.9 | -8.9 | 21.1 | 8.3 | -3.0 | 1.5 | 24.9 | 15.8 | -4.5 | 25.2 |
| Sharpe Ratio | NA | 0.34 | -0.04 | 0.34 | 0.49 | 0.32 | 0.48 | 0.34 | 1.28 | -0.95 | 0.83 | 0.5 | 2.36 | -0.75 | 3.4 | 0.58 | -0.22 | 0.14 | 2.16 | 1.17 | -0.18 | 3.3 |
| Draw Down(%) | NA | 17.2 | 20.1 | 20.1 | 31.7 | 34.3 | 34.3 | 8.6 | 11.6 | 28.0 | 5.6 | 34.3 | 6.3 | 18.1 | 1.7 | 11.6 | 13.4 | 8.4 | 7.7 | 11.9 | 22.2 | 6.9 |
| Standard Deviation(%) | NA | 26.0 | 19.6 | 17.9 | 17.5 | 16.6 | 16.5 | 13.8 | 13.7 | 22.6 | 13.7 | 27.5 | 10.4 | 13.6 | 6.0 | 13.9 | 14.0 | 10.7 | 11.5 | 13.5 | 25.7 | 17.3 |
| Treynor Ratio | NA | 0.09 | -0.01 | 0.07 | 0.09 | 0.07 | 0.1 | 0.05 | 0.18 | -0.24 | 0.12 | 0.23 | 0.43 | -0.21 | 0.28 | 0.08 | -0.03 | 0.02 | 0.26 | 0.17 | -0.04 | 0.51 |
| Alpha | NA | 0.03 | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | -0.04 | -0.01 | -0.02 | -0.05 | 0.01 | 0.03 | -0.03 | 0.02 | -0.01 | -0.02 | -0.04 | -0.02 | 0.0 | -0.03 | -0.01 |
| Beta | NA | 0.94 | 0.93 | 0.94 | 0.92 | 0.75 | 0.82 | 0.95 | 0.96 | 0.91 | 0.92 | 0.59 | 0.57 | 0.48 | 0.74 | 1.01 | 0.87 | 0.86 | 0.94 | 0.94 | 1.07 | 1.11 |
| RSquared | NA | 0.95 | 0.87 | 0.89 | 0.88 | 0.7 | 0.75 | 0.77 | 0.83 | 0.95 | 0.78 | 0.55 | 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 | 3.7 | 2.7 | 3.9 | 4.6 | N/A | 4.2 | 3.1 | 0.9 | 6.7 | 0.8 | 5.5 | 8.4 | 10.7 | 1.5 | 3.2 | 7.4 | 5.3 | 1.3 | 1.6 | 6.9 |
| Dividend Growth(%) | N/A | -100.0 | 65.5 | -42.9 | -37.5 | N/A | N/A | 56.9 | 159.6 | -84.9 | 793.2 | -81.5 | -46.0 | -14.0 | 681.2 | -57.1 | -57.7 | 57.5 | 371.9 | -24.0 | -72.3 | 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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