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BRPJX: BlackRock Lifecycle Prprd Prtfl 45 Cl R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/09/2007 |
| Last Dividend Date: | 08/05/2020 |
| 12-Mo. Yield | 23.80% |
| Expenses | 0.82% |
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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 | 8.5 | 4.8 | 7.4 | 7.7 | 4.8 | -0.3 | 22.0 | -9.6 | 16.3 | 11.0 | -3.7 | 4.4 | 21.2 | 14.2 | -3.2 | 12.3 | 30.4 | -36.6 | 4.8 |
| Sharpe Ratio | NA | 0.22 | 0.23 | 0.44 | 0.49 | 0.23 | -0.02 | 2.04 | -0.83 | 2.33 | 0.72 | -0.26 | 0.42 | 2.2 | 1.11 | -0.15 | 0.66 | 1.26 | -1.27 | 0.21 |
| Draw Down(%) | NA | 32.1 | 32.1 | 32.1 | 32.1 | 51.5 | 32.1 | 6.3 | 17.7 | 2.6 | 12.3 | 13.5 | 8.4 | 6.2 | 11.0 | 20.5 | 14.7 | 23.3 | 42.3 | 13.4 |
| Standard Deviation(%) | NA | 27.4 | 18.4 | 16.3 | 15.2 | 18.1 | 31.6 | 10.1 | 13.1 | 6.8 | 14.9 | 14.1 | 10.4 | 9.6 | 12.8 | 20.9 | 18.4 | 24.1 | 29.4 | 21.7 |
| Treynor Ratio | NA | 0.14 | 0.08 | 0.13 | 0.11 | 0.06 | -0.02 | 0.38 | -0.14 | 0.17 | 0.13 | -0.04 | 0.06 | 0.25 | 0.16 | -0.04 | 0.15 | 0.4 | -0.67 | 0.04 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | -0.01 | -0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.09 | 0.03 |
| Beta | NA | 0.43 | 0.51 | 0.57 | 0.68 | 0.67 | 0.42 | 0.54 | 0.81 | 0.92 | 0.8 | 0.98 | 0.68 | 0.83 | 0.9 | 0.81 | 0.81 | 0.75 | 0.56 | 1.08 |
| RSquared | NA | 0.2 | 0.31 | 0.35 | 0.48 | 0.5 | 0.19 | 0.55 | 0.82 | 0.62 | 0.47 | 0.84 | 0.41 | 0.76 | 0.72 | 0.72 | 0.55 | 0.61 | 0.48 | 0.66 |
| Yield(%) | N/A | 23.8 | 11.0 | 9.7 | 8.3 | N/A | 12.0 | 14.2 | 7.4 | 2.3 | 3.2 | 7.7 | 6.9 | 7.7 | 2.9 | 2.4 | 0.7 | 0.7 | 0.0 | 1.4 |
| Dividend Growth(%) | N/A | 203.9 | 98.7 | 136.7 | N/A | N/A | -8.0 | 58.3 | 283.0 | -24.9 | -63.2 | 8.3 | -1.1 | 208.0 | 11.1 | 298.3 | 34.1 | N/A | -100.0 | 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 2041-2045 Asset Class Trend Rankings |
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