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BRPEX: BlackRock Lifecycle Prprd Prtfl 30 Cl R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/09/2007 |
| Last Dividend Date: | 08/05/2020 |
| 12-Mo. Yield | 23.97% |
| Expenses | 0.81% |
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Performance Analytics (As of 10/02/2020)
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 | -10.8 | -1.1 | 3.2 | 5.2 | 4.6 | -15.8 | 19.3 | -7.1 | 14.1 | 9.3 | -2.8 | 4.6 | 16.7 | 13.0 | -2.1 | 12.3 | 30.4 | -35.5 | 5.2 |
| Sharpe Ratio | NA | -0.46 | -0.12 | 0.2 | 0.37 | 0.17 | -0.68 | 2.48 | -0.87 | 2.62 | 0.82 | -0.27 | 0.56 | 2.15 | 1.18 | -0.12 | 0.77 | 1.43 | -1.34 | 0.28 |
| Draw Down(%) | NA | 24.5 | 24.5 | 24.5 | 24.5 | 48.2 | 24.5 | 3.9 | 13.4 | 2.2 | 9.0 | 11.1 | 6.6 | 5.6 | 9.2 | 17.3 | 12.5 | 20.9 | 40.8 | 12.1 |
| Standard Deviation(%) | NA | 26.7 | 16.9 | 14.3 | 13.0 | 15.8 | 31.0 | 7.2 | 9.8 | 5.1 | 11.1 | 10.8 | 8.1 | 7.7 | 11.1 | 17.1 | 15.9 | 21.2 | 27.2 | 18.6 |
| Treynor Ratio | NA | -0.32 | -0.04 | 0.05 | 0.07 | 0.04 | -0.55 | 0.22 | -0.1 | 0.19 | 0.13 | -0.03 | 0.08 | 0.22 | 0.16 | -0.03 | 0.16 | 0.44 | -0.65 | 0.06 |
| Alpha | NA | -0.05 | -0.01 | 0.0 | 0.01 | 0.0 | -0.08 | 0.02 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.05 | -0.08 | 0.04 |
| Beta | NA | 0.39 | 0.51 | 0.55 | 0.66 | 0.65 | 0.38 | 0.8 | 0.84 | 0.71 | 0.72 | 0.84 | 0.61 | 0.74 | 0.8 | 0.74 | 0.75 | 0.7 | 0.55 | 0.92 |
| RSquared | NA | 0.1 | 0.2 | 0.25 | 0.41 | 0.47 | 0.1 | 0.75 | 0.83 | 0.46 | 0.48 | 0.74 | 0.39 | 0.73 | 0.61 | 0.7 | 0.53 | 0.59 | 0.49 | 0.62 |
| Yield(%) | N/A | 24.0 | 11.3 | 9.8 | 8.3 | N/A | 16.5 | 8.9 | 7.2 | 3.4 | 2.7 | 9.0 | 7.8 | 9.1 | 3.7 | 6.6 | 1.0 | 1.0 | 0.6 | 1.2 |
| Dividend Growth(%) | N/A | 224.8 | 79.5 | 68.4 | N/A | N/A | 106.2 | 6.1 | 139.1 | 31.0 | -73.3 | 10.5 | -8.8 | 175.2 | -49.5 | 643.7 | 27.9 | 11.5 | -51.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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See Target Date 2026-2030 Asset Class Trend Rankings |
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