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BIPCX: BlackRock Lifecycle Prprd Prtfl Cl I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/09/2007 |
| Last Dividend Date: | 11/13/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.23% |
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Performance Analytics (As of 01/07/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/09/2007 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 1.7 | 2.5 | 4.8 | 3.9 | 0.0 | 0.0 | 0.0 | 15.2 | -4.8 | 10.9 | 9.6 | -1.9 | 5.2 | 13.1 | 13.2 | 0.0 | 13.0 | 28.1 | -28.9 | 5.1 |
| Sharpe Ratio | NA | 0.0 | 0.21 | 0.33 | 0.67 | 0.33 | NA | 0.0 | 0.0 | 2.84 | -0.87 | 2.44 | 1.2 | -0.25 | 0.84 | 2.09 | 1.37 | 0.0 | 1.04 | 1.7 | -1.49 | 0.38 |
| Draw Down(%) | NA | 0.0 | 7.9 | 9.3 | 11.3 | 40.1 | NA | 0.0 | 0.0 | 2.1 | 9.3 | 2.2 | 6.0 | 8.3 | 5.0 | 5.2 | 6.9 | 13.3 | 9.2 | 16.8 | 33.7 | 10.4 |
| Standard Deviation(%) | NA | 0.4 | 5.4 | 5.5 | 6.7 | 10.3 | NA | NA | NA | 4.9 | 7.0 | 4.2 | 7.8 | 7.6 | 6.1 | 6.3 | 9.7 | 13.0 | 12.4 | 16.4 | 20.0 | 13.7 |
| Treynor Ratio | NA | 9.25 | 0.92 | 0.62 | 0.58 | 0.16 | NA | NA | NA | 7.36 | -0.45 | 0.14 | 0.14 | -0.02 | 0.08 | 0.17 | 0.16 | 0.0 | 0.18 | 0.42 | -0.62 | 0.06 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | NA | 0.0 | 0.0 | 0.05 | -0.02 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.04 | -0.08 | 0.02 |
| Beta | NA | 0.0 | 0.01 | 0.03 | 0.08 | 0.22 | NA | 0.0 | 0.0 | 0.02 | 0.14 | 0.74 | 0.67 | 0.82 | 0.62 | 0.79 | 0.82 | 0.72 | 0.72 | 0.66 | 0.48 | 0.83 |
| RSquared | NA | 0.0 | 0.01 | 0.02 | 0.06 | 0.18 | NA | 0.0 | 0.0 | 0.04 | 0.18 | 0.4 | 0.48 | 0.82 | 0.42 | 0.81 | 0.49 | 0.7 | 0.5 | 0.59 | 0.46 | 0.58 |
| Yield(%) | N/A | 0.0 | 4.0 | 4.7 | 5.8 | N/A | 0.0 | 0.0 | 0.0 | 12.0 | 7.9 | 3.5 | 2.7 | 6.9 | 7.5 | 9.4 | 4.5 | 5.8 | 2.3 | 2.3 | 2.0 | 1.3 |
| Dividend Growth(%) | N/A | N/A | -22.2 | -26.1 | N/A | N/A | N/A | N/A | -100.0 | 31.9 | 149.3 | 36.7 | -64.7 | -10.3 | -18.3 | 128.4 | -25.9 | 176.8 | 23.4 | -16.2 | 58.1 | 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 2016-2020 Asset Class Trend Rankings |
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