BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX)

Basic Info 16.65 0.08(0.48%)
May 14

BlackRock LifePath Idx 2030 Prt Cl K Shs started on 06/01/2011
BlackRock LifePath Idx 2030 Prt Cl K Shs is classified as asset class Target Date 2026-2030
BlackRock LifePath Idx 2030 Prt Cl K Shs expense ratio is 0.39%
BlackRock LifePath Idx 2030 Prt Cl K Shs rating is
(29%)

BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) Dividend Info

BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) dividend growth in the last 12 months is -10.68%

The trailing 12-month yield of BlackRock LifePath Idx 2030 Prt Cl K Shs is 2.26%. its dividend history:

DateDividend
12/22/2023 0.1419
09/29/2023 0.0787
06/30/2023 0.124
03/31/2023 0.0624
12/23/2022 0.0905
09/30/2022 0.0948
07/14/2022 0.0202
06/30/2022 0.1179
03/31/2022 0.0486
12/31/2021 0.2237
09/30/2021 0.0712
06/30/2021 0.1306
03/31/2021 0.0422
12/31/2020 0.12
09/30/2020 0.048
06/30/2020 0.094
03/31/2020 0.051
12/31/2019 0.243
09/27/2019 0.063
06/28/2019 0.119
03/28/2019 0.055
12/31/2018 0.0918
09/28/2018 0.068
06/29/2018 0.105
03/29/2018 0.042
12/29/2017 0.138
09/29/2017 0.057
06/30/2017 0.083
03/31/2017 0.039
12/30/2016 0.113
06/30/2016 0.081
03/31/2016 0.052
12/30/2015 0.172
09/30/2015 0.063
06/30/2015 0.073
03/31/2015 0.045
12/31/2014 0.164
09/30/2014 0.05
06/30/2014 0.124
03/31/2014 0.05
12/31/2013 0.173
09/30/2013 0.053
06/28/2013 0.076
03/28/2013 0.033
12/31/2012 0.116
09/28/2012 0.045
06/29/2012 0.03
03/30/2012 0.023

Dividend Growth History for BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.407 2.82% 9.41% -
2022 $0.372 2.11% -20.46% 9.41%
2021 $0.4677 2.89% 49.42% -6.71%
2020 $0.313 2.11% -34.79% 9.15%
2019 $0.48 3.82% 56.45% -4.04%
2018 $0.3068 2.24% -3.22% 5.82%
2017 $0.317 2.63% 28.86% 4.25%
2016 $0.246 2.18% -30.31% 7.46%
2015 $0.353 2.98% -9.02% 1.80%
2014 $0.388 3.40% 15.82% 0.53%
2013 $0.335 3.22% 56.54% 1.97%
2012 $0.214 2.32% - 6.02%

Dividend Growth Chart for BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX)

BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) Historical Returns And Risk Info

From 06/01/2011 to 05/14/2024, the compound annualized total return (dividend reinvested) of BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) is 6.708%. Its cumulative total return (dividend reinvested) is 131.492%.

From 06/01/2011 to 05/14/2024, the Maximum Drawdown of BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) is 24.1%.

From 06/01/2011 to 05/14/2024, the Sharpe Ratio of BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) is 0.52.

From 06/01/2011 to 05/14/2024, the Annualized Standard Deviation of BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) is 11.2%.

From 06/01/2011 to 05/14/2024, the Beta of BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) is 0.82.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
06/01/2011		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return(%) 0.9 3.1 11.2 1.3 6.4 6.2 6.7 14.6 -16.4 11.4 13.0 21.1 -5.6 15.3 7.9 -0.5 6.8 15.2 13.3 -6.2
Sharpe Ratio NA 0.67 0.88 -0.09 0.38 0.47 0.52 1.18 -1.2 1.43 0.65 2.69 -0.69 3.19 0.75 -0.05 0.99 1.92 1.45 -0.47
Draw Down(%) NA 4.0 8.8 22.7 24.1 24.1 24.1 8.8 22.2 3.5 24.1 3.7 12.5 1.4 7.8 9.8 5.2 6.3 7.9 15.5
Standard Deviation(%) NA 7.7 8.4 10.8 12.7 10.9 11.2 8.8 14.9 7.9 19.6 7.3 10.0 4.6 10.3 10.6 6.9 7.9 9.2 21.8
Treynor Ratio NA 0.05 0.08 -0.01 0.07 0.06 0.07 0.11 -0.18 0.12 0.24 0.25 -0.07 0.16 0.08 -0.01 0.08 0.17 0.17 -0.11
Alpha NA -0.01 -0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.02 0.02 0.0 0.0 0.0 0.0 0.0 -0.01 0.01 -0.01
Beta NA 0.99 0.96 0.95 0.72 0.8 0.82 0.92 0.97 0.92 0.53 0.78 0.94 0.91 0.98 0.99 0.83 0.87 0.79 0.9
RSquare NA 0.97 0.85 0.93 0.58 0.69 0.75 0.78 0.98 0.95 0.33 0.64 0.95 0.81 0.96 0.99 0.96 0.93 0.82 0.95
Yield(%) N/A 0.0 2.3 2.3 2.9 3.0 N/A 2.8 2.1 2.8 2.1 3.8 2.2 2.7 2.1 2.9 3.3 3.2 2.3 0.0
Dividend Growth(%) N/A -100.0 -10.7 9.5 22.8 N/A N/A 8.1 -19.6 48.4 -35.4 60.0 -6.2 33.3 -29.4 -10.5 15.2 57.1 N/A N/A

Return Calculator for BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX)

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BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) Historical Return Chart

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BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/01/2011 to 05/14/2024, the worst annualized return of 3-year rolling returns for BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) is 1.86%.
From 06/01/2011 to 05/14/2024, the worst annualized return of 5-year rolling returns for BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) is 4.04%.
From 06/01/2011 to 05/14/2024, the worst annualized return of 10-year rolling returns for BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) is 6.61%.
From 06/01/2011 to 05/14/2024, the worst annualized return of 20-year rolling returns for BlackRock LifePath Idx 2030 Prt Cl K Shs (LINKX) is NA.

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