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BRPDX: BlackRock Lifecycle Prprd Prtfl 25 Cl R (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 | 24.47% |
| Expenses | 0.81% |
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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 | 5.5 | 5.2 | 7.1 | 6.9 | 4.7 | 1.5 | 18.0 | -6.1 | 12.6 | 9.0 | -2.8 | 5.2 | 14.7 | 12.8 | -1.1 | 12.1 | 27.8 | -31.9 | 4.8 |
| Sharpe Ratio | NA | 0.3 | 0.36 | 0.62 | 0.65 | 0.33 | 0.09 | 2.69 | -0.88 | 2.61 | 0.94 | -0.31 | 0.72 | 2.09 | 1.34 | -0.08 | 0.87 | 1.51 | -1.44 | 0.3 |
| Draw Down(%) | NA | 21.8 | 21.8 | 21.8 | 21.8 | 44.3 | 21.8 | 3.0 | 11.7 | 2.0 | 7.6 | 9.7 | 5.8 | 5.5 | 7.8 | 15.2 | 10.6 | 19.0 | 36.8 | 10.4 |
| Standard Deviation(%) | NA | 16.7 | 11.3 | 10.1 | 10.1 | 12.8 | 19.3 | 6.2 | 8.5 | 4.6 | 9.3 | 9.2 | 7.2 | 7.0 | 9.6 | 14.7 | 13.7 | 18.3 | 22.7 | 15.3 |
| Treynor Ratio | NA | 0.15 | 0.32 | 0.38 | 0.22 | 0.1 | 0.05 | 3.39 | -0.36 | 0.15 | 0.12 | -0.03 | 0.08 | 0.19 | 0.16 | -0.02 | 0.16 | 0.41 | -0.65 | 0.05 |
| Alpha | NA | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.06 | -0.03 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.04 | -0.08 | 0.03 |
| Beta | NA | 0.33 | 0.13 | 0.17 | 0.29 | 0.41 | 0.32 | 0.05 | 0.21 | 0.82 | 0.74 | 0.88 | 0.62 | 0.77 | 0.81 | 0.72 | 0.73 | 0.67 | 0.5 | 0.85 |
| RSquared | NA | 0.14 | 0.09 | 0.12 | 0.23 | 0.34 | 0.14 | 0.08 | 0.25 | 0.53 | 0.53 | 0.83 | 0.39 | 0.76 | 0.62 | 0.71 | 0.53 | 0.6 | 0.48 | 0.63 |
| Yield(%) | N/A | 24.5 | 11.5 | 9.7 | 8.0 | N/A | 17.5 | 8.6 | 7.9 | 2.6 | 2.6 | 8.2 | 8.1 | 5.7 | 3.3 | 6.7 | 1.5 | 1.4 | 1.1 | 1.5 |
| Dividend Growth(%) | N/A | 200.3 | 89.1 | 90.2 | N/A | N/A | 124.4 | -7.4 | 242.3 | 5.4 | -71.7 | -3.3 | 54.2 | 91.3 | -54.2 | 388.8 | 34.0 | -10.7 | -24.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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See Target Date 2021-2025 Asset Class Trend Rankings |
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