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BAPDX: BlackRock Lifecycle Prprd Prtfl 25 ClA (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/09/2007 |
| Last Dividend Date: | 08/05/2020 |
| 12-Mo. Yield | 24.52% |
| Expenses | 0.57% |
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Performance Analytics (As of 09/25/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/09/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.7 | 5.4 | 7.3 | 7.2 | 5.0 | 1.6 | 18.5 | -6.0 | 12.6 | 9.5 | -2.6 | 5.4 | 14.9 | 13.1 | -0.8 | 12.5 | 28.2 | -31.8 | 5.2 |
| Sharpe Ratio | NA | 0.31 | 0.38 | 0.65 | 0.67 | 0.35 | 0.1 | 2.76 | -0.87 | 2.54 | 0.99 | -0.28 | 0.75 | 2.11 | 1.34 | -0.06 | 0.9 | 1.53 | -1.43 | 0.34 |
| Draw Down(%) | NA | 21.8 | 21.8 | 21.8 | 21.8 | 44.1 | 21.8 | 3.1 | 11.5 | 2.3 | 7.5 | 9.6 | 5.7 | 5.4 | 7.8 | 15.0 | 10.5 | 18.8 | 36.8 | 10.4 |
| Standard Deviation(%) | NA | 16.7 | 11.3 | 10.1 | 10.1 | 12.8 | 19.3 | 6.2 | 8.5 | 4.7 | 9.4 | 9.3 | 7.2 | 7.1 | 9.8 | 14.7 | 13.8 | 18.4 | 22.8 | 15.4 |
| Treynor Ratio | NA | 0.16 | 0.34 | 0.4 | 0.23 | 0.11 | 0.06 | 3.51 | -0.36 | 0.15 | 0.14 | -0.03 | 0.09 | 0.19 | 0.16 | -0.01 | 0.17 | 0.42 | -0.64 | 0.06 |
| Alpha | NA | 0.01 | 0.02 | 0.02 | 0.02 | 0.01 | 0.01 | 0.06 | -0.02 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.04 | -0.08 | 0.03 |
| Beta | NA | 0.33 | 0.13 | 0.16 | 0.29 | 0.41 | 0.32 | 0.05 | 0.21 | 0.82 | 0.67 | 0.88 | 0.62 | 0.77 | 0.82 | 0.72 | 0.72 | 0.67 | 0.51 | 0.86 |
| RSquared | NA | 0.14 | 0.09 | 0.11 | 0.23 | 0.34 | 0.13 | 0.08 | 0.25 | 0.49 | 0.43 | 0.83 | 0.4 | 0.76 | 0.61 | 0.71 | 0.52 | 0.6 | 0.48 | 0.62 |
| Yield(%) | N/A | 24.5 | 11.6 | 9.8 | 8.3 | N/A | 17.4 | 8.7 | 7.8 | 2.9 | 2.8 | 8.4 | 8.3 | 5.9 | 3.5 | 7.1 | 1.8 | 1.6 | 1.1 | 1.6 |
| Dividend Growth(%) | N/A | 206.2 | 85.7 | 84.7 | N/A | N/A | 120.2 | -4.4 | 207.9 | 6.0 | -69.9 | -2.1 | 49.8 | 87.0 | -54.1 | 350.0 | 35.7 | -3.4 | -25.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2021-2025 Asset Class Trend Rankings |
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