BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX)

Basic Info 19.22 0(0.0%)

BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES started on 07/06/2010
BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES is classified as asset class Target Date 2051+
BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES expense ratio is 0.59%
BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES rating is
(89%)

BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) Dividend Info

BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) dividend growth in the last 12 months is 85.25%

The trailing 12-month yield of BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES is 2.88%. its dividend history:

DateDividend
12/22/2023 0.3142
09/29/2023 0.0588
06/30/2023 0.0879
03/31/2023 0.03
07/14/2022 0.1692
06/30/2022 0.0496
03/31/2022 0.1431
12/31/2021 1.9747
06/30/2021 0.155
03/31/2021 0.1518
12/31/2020 0.043
09/30/2020 0.06
06/30/2020 0.165
03/31/2020 0.036
12/31/2019 0.604
09/27/2019 0.039
06/28/2019 0.072
03/28/2019 0.014
12/31/2018 0.9683
09/28/2018 0.0466
06/29/2018 0.282
03/29/2018 0.055
12/29/2017 1.164
09/29/2017 0.045
06/30/2017 0.065
03/31/2017 0.021
12/30/2016 0.103
06/30/2016 0.073
03/31/2016 0.036
12/30/2015 0.28
09/30/2015 0.036
06/30/2015 0.143
03/31/2015 0.028
12/31/2014 0.834
09/30/2014 0.025
06/30/2014 0.235
03/31/2014 0.044
12/31/2013 0.607
09/30/2013 0.048
06/28/2013 0.051
03/28/2013 0.026
12/31/2012 0.072
09/28/2012 0.022
06/29/2012 0.071
03/30/2012 0.017
12/30/2011 0.111
09/30/2011 0.014
06/30/2011 0.081
03/31/2011 0.006
12/31/2010 0.7

Dividend Growth History for BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.4909 3.30% 35.65% -
2022 $0.3619 1.93% -84.14% 35.65%
2021 $2.2815 12.90% 650.49% -53.61%
2020 $0.304 1.92% -58.30% 17.32%
2019 $0.729 5.57% -46.08% -9.41%
2018 $1.3519 8.55% 4.39% -18.34%
2017 $1.295 9.04% 510.85% -14.93%
2016 $0.212 1.60% -56.47% 12.74%
2015 $0.487 3.41% -57.21% 0.10%
2014 $1.138 7.78% 55.46% -8.92%
2013 $0.732 5.64% 302.20% -3.92%
2012 $0.182 1.64% -14.15% 9.44%
2011 $0.212 1.77% -69.71% 7.25%
2010 $0.7 6.99% - -2.69%

Dividend Growth Chart for BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX)

BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) Historical Returns And Risk Info

From 07/06/2010 to 05/15/2024, the compound annualized total return (dividend reinvested) of BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) is 10.052%. Its cumulative total return (dividend reinvested) is 276.501%.

From 07/06/2010 to 05/15/2024, the Maximum Drawdown of BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) is 33.8%.

From 07/06/2010 to 05/15/2024, the Sharpe Ratio of BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) is 0.55.

From 07/06/2010 to 05/15/2024, the Annualized Standard Deviation of BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) is 16.7%.

From 07/06/2010 to 05/15/2024, the Beta of BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) is 0.64.

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(%) 0.7 8.2 22.8 4.5 10.2 8.1 10.0 22.1 -26.8 30.7 15.2 26.1 -8.6 19.2 8.5 -2.8 1.7 25.3 16.1 -4.4 25.4
Sharpe Ratio NA 1.63 1.45 0.1 0.43 0.43 0.55 1.31 -1.15 1.91 0.53 2.38 -0.73 2.97 0.59 -0.2 0.16 2.18 1.2 -0.17 3.31
Draw Down(%) NA 5.1 11.5 33.8 33.8 33.8 33.8 11.5 33.8 5.5 32.7 6.3 17.9 3.3 11.6 13.3 8.4 7.7 11.8 22.2 7.0
Standard Deviation(%) NA 12.7 12.8 18.7 19.9 16.4 16.7 13.7 24.6 16.1 28.2 10.4 13.6 6.3 14.0 14.1 10.7 11.6 13.4 25.9 17.4
Treynor Ratio NA 0.22 0.2 0.02 0.21 0.14 0.15 0.22 -0.38 0.49 1.1 0.43 -0.21 0.26 0.08 -0.03 0.02 0.27 0.17 -0.04 0.52
Alpha NA -0.01 -0.01 -0.01 0.02 0.01 0.0 0.0 -0.06 0.05 0.06 0.03 -0.03 0.01 -0.01 -0.02 -0.04 -0.01 0.01 -0.02 -0.01
Beta NA 0.94 0.91 0.75 0.42 0.51 0.64 0.82 0.74 0.62 0.14 0.57 0.48 0.72 1.01 0.88 0.86 0.94 0.94 1.07 1.12
RSquare NA 0.74 0.67 0.48 0.2 0.31 0.43 0.62 0.54 0.25 0.03 0.47 0.37 0.59 0.9 0.94 0.84 0.81 0.79 0.94 0.97
Yield(%) N/A 0.0 2.9 5.1 5.6 5.8 N/A 3.3 1.9 12.8 1.9 5.5 8.6 8.9 1.6 3.4 7.7 5.7 1.6 1.7 7.0
Dividend Growth(%) N/A -100.0 85.2 20.2 -6.7 N/A N/A 36.1 -84.1 656.7 -58.3 -47.1 6.2 509.5 -57.1 -56.6 52.7 311.1 -14.3 -70.0 N/A

Return Calculator for BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX)

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BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) Historical Return Chart

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BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) 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 07/06/2010 to 05/15/2024, the worst annualized return of 3-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) is 3.02%.
From 07/06/2010 to 05/15/2024, the worst annualized return of 5-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) is 2.73%.
From 07/06/2010 to 05/15/2024, the worst annualized return of 10-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) is 7.8%.
From 07/06/2010 to 05/15/2024, the worst annualized return of 20-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (LPVAX) is NA.

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