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BRPHX: BlackRock Lifecycle Prprd Prtfl 40 Cl R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/08/2007 |
| Last Dividend Date: | 08/05/2020 |
| 12-Mo. Yield | 23.59% |
| 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 05/08/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.2 | 5.2 | 7.8 | 7.5 | 4.6 | -0.1 | 21.4 | -9.1 | 14.9 | 11.1 | -3.6 | 4.8 | 19.8 | 13.3 | -3.4 | 12.8 | 30.7 | -37.3 | 6.0 |
| Sharpe Ratio | NA | 0.23 | 0.24 | 0.46 | 0.49 | 0.23 | -0.02 | 2.12 | -0.85 | 2.22 | 0.76 | -0.27 | 0.49 | 2.17 | 1.02 | -0.16 | 0.69 | 1.3 | -1.3 | 0.33 |
| Draw Down(%) | NA | 29.9 | 29.9 | 29.9 | 29.9 | 51.0 | 29.9 | 5.7 | 16.8 | 2.8 | 11.7 | 13.2 | 7.7 | 6.0 | 11.3 | 20.6 | 14.8 | 23.1 | 43.0 | 12.2 |
| Standard Deviation(%) | NA | 25.2 | 17.0 | 15.2 | 14.6 | 17.5 | 29.2 | 9.4 | 12.4 | 6.5 | 14.3 | 13.5 | 9.8 | 9.1 | 13.1 | 20.9 | 18.5 | 23.7 | 29.3 | 19.6 |
| Treynor Ratio | NA | 0.14 | 0.08 | 0.12 | 0.1 | 0.06 | -0.01 | 0.22 | -0.11 | 0.16 | 0.14 | -0.04 | 0.07 | 0.25 | 0.15 | -0.04 | 0.16 | 0.42 | -0.69 | 0.07 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | -0.09 | 0.04 |
| Beta | NA | 0.4 | 0.54 | 0.6 | 0.7 | 0.68 | 0.39 | 0.91 | 0.94 | 0.87 | 0.79 | 0.95 | 0.64 | 0.79 | 0.9 | 0.81 | 0.81 | 0.72 | 0.55 | 0.97 |
| RSquared | NA | 0.17 | 0.31 | 0.36 | 0.5 | 0.51 | 0.16 | 0.82 | 0.91 | 0.58 | 0.48 | 0.84 | 0.41 | 0.76 | 0.69 | 0.72 | 0.55 | 0.58 | 0.48 | 0.65 |
| Yield(%) | N/A | 23.6 | 10.7 | 9.6 | 8.3 | N/A | 13.0 | 12.8 | 5.7 | 2.9 | 3.4 | 8.7 | 8.9 | 8.4 | 3.4 | 4.8 | 0.6 | 0.6 | 0.3 | 1.1 |
| Dividend Growth(%) | N/A | 297.9 | 57.6 | 77.3 | N/A | N/A | 10.8 | 88.7 | 132.0 | -11.6 | -65.4 | -8.0 | 17.3 | 177.1 | -35.1 | 775.5 | 29.3 | 17.1 | -67.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/08/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2036-2040 Asset Class Trend Rankings |
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