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STLFX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 22.5 0.09(0.40%) April 25
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (81%) |
Start Date: | 07/02/2008 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.14% |
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 | Since 07/02/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 3.9 | 19.5 | 3.5 | 9.0 | 8.2 | 10.6 | 7.3 | 22.3 | -28.7 | 35.2 | 9.5 | 19.7 | 1.8 | 21.7 | 9.2 | -2.5 | 5.6 | 19.8 | 16.1 | -3.8 | 13.5 | 30.4 | -31.1 |
Sharpe Ratio | NA | 0.42 | 0.93 | 0.05 | 0.35 | 0.4 | NA | 0.31 | 1.34 | -1.16 | 1.98 | 0.32 | 1.14 | 0.03 | 3.52 | 0.64 | -0.18 | 0.59 | 1.9 | 1.26 | -0.15 | 0.67 | 1.02 | -0.91 |
Draw Down(%) | NA | 5.1 | 11.5 | 35.6 | 35.6 | 35.6 | NA | 50.4 | 11.5 | 35.6 | 5.5 | 34.3 | 11.4 | 17.6 | 1.6 | 11.5 | 13.2 | 7.7 | 7.4 | 11.2 | 21.4 | 15.9 | 28.9 | 46.4 |
Standard Deviation(%) | NA | 12.3 | 12.8 | 19.8 | 20.8 | 17.6 | NA | 21.1 | 13.6 | 26.0 | 17.7 | 28.8 | 15.9 | 18.0 | 6.0 | 14.1 | 14.1 | 9.5 | 10.4 | 12.9 | 25.1 | 19.9 | 29.7 | 58.5 |
Treynor Ratio | NA | 0.06 | 0.14 | 0.01 | 0.21 | 0.16 | NA | 0.09 | 0.23 | -0.4 | 0.47 | 5.43 | 0.48 | 0.01 | 0.29 | 0.09 | -0.03 | 0.07 | 0.22 | 0.18 | -0.04 | 0.13 | 0.28 | -0.49 |
Alpha | NA | -0.02 | -0.01 | -0.01 | 0.02 | 0.01 | NA | 0.0 | 0.0 | -0.07 | 0.05 | 0.05 | 0.03 | 0.02 | 0.02 | -0.01 | -0.01 | -0.02 | -0.03 | 0.01 | -0.02 | -0.01 | 0.01 | -0.02 |
Beta | NA | 0.89 | 0.87 | 0.77 | 0.35 | 0.45 | NA | 0.76 | 0.79 | 0.76 | 0.75 | 0.02 | 0.38 | 0.39 | 0.72 | 1.02 | 0.88 | 0.8 | 0.89 | 0.9 | 1.04 | 1.06 | 1.08 | 1.07 |
RSquared | NA | 0.7 | 0.64 | 0.46 | 0.13 | 0.21 | NA | 0.54 | 0.58 | 0.51 | 0.29 | 0.0 | 0.09 | 0.13 | 0.63 | 0.91 | 0.94 | 0.91 | 0.9 | 0.8 | 0.94 | 0.93 | 0.98 | 0.98 |
Yield(%) | N/A | 0.0 | 3.0 | 6.6 | 6.9 | 7.3 | 10.3 | N/A | 3.4 | 2.0 | 17.7 | 2.6 | 7.3 | 12.4 | 6.8 | 2.2 | 8.1 | 14.2 | 8.0 | 4.2 | 3.9 | 2.6 | 5.2 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | 100.0 | 10.0 | -23.2 | N/A | N/A | N/A | 34.8 | -88.5 | 667.3 | -58.1 | -53.7 | 109.4 | 236.8 | -76.1 | -47.0 | 91.1 | 118.1 | -1.4 | 65.9 | -38.9 | 554.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2008
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