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BRPCX: BlackRock Lifecycle Prprd Prtfl Cl R (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 | 0.82% |
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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 | 1.3 | 2.1 | 4.3 | 3.3 | 0.0 | 0.0 | 0.0 | 4.9 | -5.3 | 11.2 | 8.1 | -2.4 | 4.5 | 12.5 | 12.4 | -0.6 | 12.2 | 27.2 | -29.4 | 4.4 |
| Sharpe Ratio | NA | 0.0 | 0.13 | 0.24 | 0.58 | 0.27 | NA | 0.0 | 0.0 | 0.34 | -0.95 | 2.66 | 1.01 | -0.32 | 0.72 | 1.98 | 1.35 | -0.05 | 0.99 | 1.67 | -1.52 | 0.29 |
| Draw Down(%) | NA | 0.0 | 8.4 | 9.8 | 11.7 | 40.5 | NA | 0.0 | 0.0 | 8.4 | 9.8 | 1.6 | 6.0 | 8.6 | 5.1 | 5.3 | 7.1 | 13.6 | 9.3 | 16.9 | 34.1 | 10.3 |
| Standard Deviation(%) | NA | 0.4 | 5.7 | 5.7 | 6.7 | 10.3 | NA | NA | NA | 9.9 | 7.1 | 4.0 | 7.8 | 7.6 | 6.2 | 6.3 | 9.2 | 13.0 | 12.2 | 16.3 | 19.9 | 13.8 |
| Treynor Ratio | NA | 9.58 | 0.6 | 0.45 | 0.47 | 0.12 | NA | NA | NA | 2.03 | -0.49 | 0.13 | 0.11 | -0.03 | 0.07 | 0.16 | 0.15 | -0.01 | 0.17 | 0.41 | -0.64 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | -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 | 0.23 | NA | 0.0 | 0.0 | 0.02 | 0.14 | 0.79 | 0.7 | 0.83 | 0.63 | 0.79 | 0.82 | 0.72 | 0.72 | 0.66 | 0.47 | 0.83 |
| RSquared | NA | 0.0 | 0.01 | 0.02 | 0.06 | 0.19 | NA | 0.0 | 0.0 | 0.01 | 0.17 | 0.52 | 0.52 | 0.83 | 0.42 | 0.8 | 0.54 | 0.71 | 0.52 | 0.6 | 0.44 | 0.58 |
| Yield(%) | N/A | 0.0 | 3.8 | 4.4 | 5.3 | N/A | 0.0 | 0.0 | 0.0 | 11.5 | 7.5 | 2.9 | 2.0 | 6.4 | 7.0 | 8.9 | 3.9 | 5.1 | 1.6 | 1.7 | 1.6 | 1.2 |
| Dividend Growth(%) | N/A | N/A | -15.9 | -24.4 | N/A | N/A | N/A | N/A | -100.0 | 32.7 | 184.3 | 56.0 | -72.3 | -11.3 | -18.7 | 147.6 | -27.9 | 255.9 | 14.2 | -25.7 | 42.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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