BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX)

Basic Info 18.97 0(0.0%)

BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES started on 07/06/2010
BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES is classified as asset class Target Date 2051+
BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES expense ratio is 0.59%
BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES rating is
(87%)

BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) Dividend Info

BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) dividend growth in the last 12 months is 85.71%

The trailing 12-month yield of BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES is 2.74%. its dividend history:

DateDividend
12/22/2023 0.305
09/29/2023 0.0517
06/30/2023 0.0814
03/31/2023 0.0244
07/14/2022 0.1692
06/30/2022 0.0423
03/31/2022 0.1358
12/31/2021 1.9618
06/30/2021 0.1467
03/31/2021 0.1451
12/31/2020 0.033
09/30/2020 0.045
06/30/2020 0.156
03/31/2020 0.029
12/31/2019 0.596
09/27/2019 0.03
06/28/2019 0.081
03/28/2019 0.008
12/31/2018 0.9595
09/28/2018 0.0388
06/29/2018 0.277
03/29/2018 0.048
12/29/2017 1.154
09/29/2017 0.037
06/30/2017 0.331
03/31/2017 0.017
12/30/2016 0.097
06/30/2016 0.069
03/31/2016 0.031
12/30/2015 0.272
09/30/2015 0.028
06/30/2015 0.134
03/31/2015 0.025
12/31/2014 0.801
09/30/2014 0.017
06/30/2014 0.231
03/31/2014 0.036
12/31/2013 0.596
09/30/2013 0.037
06/28/2013 0.042
03/28/2013 0.014
12/31/2012 0.063
09/28/2012 0.014
06/29/2012 0.061
03/30/2012 0.008
12/30/2011 0.101
06/30/2011 0.091
12/31/2010 0.693

Dividend Growth History for BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.4625 3.13% 33.17% -
2022 $0.3473 1.86% -84.59% 33.17%
2021 $2.2536 12.77% 756.88% -54.70%
2020 $0.263 1.67% -63.22% 20.70%
2019 $0.715 5.47% -45.97% -10.32%
2018 $1.3233 8.38% -14.02% -18.96%
2017 $1.539 10.74% 681.22% -18.16%
2016 $0.197 1.49% -57.08% 12.97%
2015 $0.459 3.21% -57.70% 0.09%
2014 $1.085 7.42% 57.47% -9.04%
2013 $0.689 5.31% 371.92% -3.91%
2012 $0.146 1.31% -23.96% 11.05%
2011 $0.192 1.60% -72.29% 7.60%
2010 $0.693 6.92% - -3.06%

Dividend Growth Chart for BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX)

BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) Historical Returns And Risk Info

From 07/06/2010 to 05/10/2024, the compound annualized total return (dividend reinvested) of BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) is 9.902%. Its cumulative total return (dividend reinvested) is 269.034%.

From 07/06/2010 to 05/10/2024, the Maximum Drawdown of BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) is 32.8%.

From 07/06/2010 to 05/10/2024, the Sharpe Ratio of BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) is 0.56.

From 07/06/2010 to 05/10/2024, the Annualized Standard Deviation of BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) is 16.3%.

From 07/06/2010 to 05/10/2024, the Beta of BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) is 0.65.

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(%) 1.6 8.1 22.1 4.0 10.0 8.1 9.9 21.9 -19.1 17.8 15.0 25.9 -8.9 21.1 8.3 -3.0 1.5 24.9 15.8 -4.5 25.2
Sharpe Ratio NA 1.6 1.43 0.1 0.44 0.44 0.56 1.3 -0.91 1.49 0.52 2.36 -0.75 3.4 0.58 -0.22 0.14 2.16 1.17 -0.18 3.3
Draw Down(%) NA 5.1 11.6 27.2 32.8 32.8 32.8 11.6 27.1 5.6 32.8 6.3 18.1 1.7 11.6 13.4 8.4 7.7 11.9 22.2 6.9
Standard Deviation(%) NA 12.7 12.8 16.8 18.8 15.7 16.3 13.7 22.7 12.0 28.2 10.4 13.6 6.0 13.9 14.0 10.7 11.5 13.5 25.7 17.3
Treynor Ratio NA 0.22 0.2 0.02 0.19 0.13 0.14 0.22 -0.25 0.25 1.08 0.43 -0.21 0.28 0.08 -0.03 0.02 0.26 0.17 -0.04 0.51
Alpha NA -0.01 -0.01 -0.01 0.01 0.01 0.0 0.0 -0.02 -0.01 0.06 0.03 -0.03 0.02 -0.01 -0.02 -0.04 -0.02 0.0 -0.03 -0.01
Beta NA 0.94 0.9 0.8 0.44 0.53 0.65 0.81 0.81 0.71 0.14 0.57 0.48 0.74 1.01 0.87 0.86 0.94 0.94 1.07 1.11
RSquare NA 0.74 0.66 0.69 0.25 0.35 0.48 0.61 0.74 0.6 0.03 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 2.7 4.9 5.4 5.8 N/A 3.0 1.9 12.8 1.6 5.5 8.4 10.7 1.5 3.1 7.5 5.3 1.3 1.6 6.9
Dividend Growth(%) N/A -100.0 85.7 21.7 -11.8 N/A N/A 28.6 -84.5 769.2 -63.9 -45.9 -13.6 670.0 -55.6 -58.7 58.0 392.9 -26.3 -72.5 N/A

Return Calculator for BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX)

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BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) Historical Return Chart

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BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) 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 05/10/2024, the worst annualized return of 3-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) is 2.83%.
From 07/06/2010 to 05/10/2024, the worst annualized return of 5-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) is 2.85%.
From 07/06/2010 to 05/10/2024, the worst annualized return of 10-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) is 7.73%.
From 07/06/2010 to 05/10/2024, the worst annualized return of 20-year rolling returns for BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES (LPVRX) is NA.

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