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STLDX: BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 13.24 0.02(0.15%) April 24
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (94%) |
Start Date: | 03/30/1994 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.10% |
Expenses | 0.34% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 1.6 | 10.3 | 1.7 | 6.3 | 5.8 | 8.3 | 5.9 | 6.5 | 15.7 | -24.9 | 25.5 | 13.1 | 22.1 | -5.4 | 11.1 | 8.8 | -2.1 | 5.3 | 13.7 | 13.1 | -0.6 | 11.8 | 25.8 | -31.0 | 2.6 | 15.1 | 7.3 | 14.9 | 23.9 | -15.7 | -9.9 | -5.7 | 17.1 | 22.5 | 24.5 | 15.3 | 28.3 | 1.6 |
Sharpe Ratio | NA | -0.31 | 0.55 | -0.07 | 0.3 | 0.38 | NA | NA | 0.36 | 1.18 | -1.37 | 1.69 | 0.64 | 2.76 | -0.68 | 1.68 | 0.83 | -0.2 | 0.75 | 1.71 | 1.4 | -0.04 | 0.8 | 1.14 | -0.97 | -0.03 | 1.25 | 0.62 | 1.42 | 1.95 | -0.84 | -0.75 | -0.57 | 0.59 | 1.18 | 1.77 | 1.25 | 3.56 | -0.12 |
Draw Down(%) | NA | 4.0 | 9.1 | 30.2 | 30.2 | 30.2 | NA | NA | 48.4 | 9.1 | 30.2 | 5.1 | 25.8 | 4.1 | 12.9 | 5.2 | 8.1 | 10.4 | 5.6 | 6.4 | 8.0 | 15.4 | 11.7 | 23.0 | 43.1 | 8.7 | 8.4 | 5.3 | 7.2 | 10.4 | 26.4 | 24.6 | 12.8 | 12.3 | 17.2 | 6.8 | 5.9 | 3.9 | 4.9 |
Standard Deviation(%) | NA | 8.6 | 9.4 | 15.2 | 15.3 | 12.5 | NA | NA | 14.8 | 9.8 | 19.3 | 15.1 | 20.1 | 7.5 | 9.9 | 6.2 | 10.3 | 10.4 | 7.0 | 8.0 | 9.4 | 17.9 | 14.6 | 22.6 | 32.8 | 13.2 | 9.5 | 8.3 | 9.8 | 11.9 | 20.0 | 16.5 | 17.1 | 23.6 | 16.3 | 11.8 | 9.4 | 6.9 | 8.7 |
Treynor Ratio | NA | -0.02 | 0.05 | -0.01 | 0.1 | 0.08 | NA | NA | 0.07 | 0.14 | -0.3 | 0.31 | 1.4 | 0.3 | -0.11 | 0.13 | 0.09 | -0.02 | 0.06 | 0.16 | 0.16 | -0.01 | 0.13 | 0.27 | -0.34 | 0.0 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | 0.02 | 0.0 | -0.05 | 0.06 | 0.05 | 0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.06 | 0.95 | 0.88 | 0.46 | 0.58 | NA | NA | 0.83 | 0.8 | 0.87 | 0.83 | 0.09 | 0.69 | 0.62 | 0.83 | 0.98 | 0.97 | 0.82 | 0.88 | 0.8 | 0.92 | 0.93 | 0.97 | 0.95 | 0.94 | 0.98 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.86 | 0.66 | 0.4 | 0.16 | 0.28 | NA | NA | 0.43 | 0.56 | 0.49 | 0.2 | 0.01 | 0.47 | 0.41 | 0.37 | 0.96 | 0.98 | 0.92 | 0.93 | 0.8 | 0.98 | 0.95 | 0.99 | 0.99 | 0.97 | 0.54 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 3.0 | 6.4 | 6.7 | 6.8 | 8.8 | 6.3 | N/A | 3.5 | 1.6 | 16.6 | 4.2 | 7.2 | 11.3 | 9.2 | 2.8 | 8.3 | 13.4 | 8.3 | 4.9 | 2.9 | 1.7 | 3.1 | 2.1 | 6.9 | 5.0 | 4.1 | 8.9 | 1.4 | 2.1 | 4.8 | 5.9 | 17.1 | 6.7 | 5.1 | 2.3 | 2.4 | 2.5 |
Dividend Growth(%) | N/A | -100.0 | 131.2 | -2.3 | -32.1 | 54.7 | N/A | N/A | N/A | 78.3 | -90.6 | 320.7 | -32.6 | -46.6 | 25.8 | 245.9 | -69.7 | -43.3 | 66.7 | 87.0 | 60.5 | 87.0 | -34.3 | 6.1 | -71.8 | 48.1 | 29.5 | -51.6 | 687.5 | -44.8 | -62.3 | -28.7 | -66.4 | 194.5 | 58.0 | 146.4 | 21.7 | -4.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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