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BRPKX: BlackRock Lifecycle Prprd Prtfl 50 Cl R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/09/2007 |
| Last Dividend Date: | 08/05/2020 |
| 12-Mo. Yield | 23.15% |
| 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 | 8.4 | 4.5 | 7.2 | 7.7 | 4.4 | -0.7 | 21.9 | -10.1 | 16.4 | 10.8 | -3.6 | 4.4 | 22.6 | 13.7 | -3.4 | 12.7 | 30.3 | -38.9 | 4.0 |
| Sharpe Ratio | NA | 0.21 | 0.2 | 0.42 | 0.47 | 0.21 | -0.04 | 1.98 | -0.85 | 2.3 | 0.7 | -0.26 | 0.4 | 2.23 | 1.05 | -0.16 | 0.68 | 1.24 | -1.26 | 0.16 |
| Draw Down(%) | NA | 32.5 | 32.5 | 32.5 | 32.5 | 53.4 | 32.5 | 6.6 | 18.3 | 2.5 | 12.4 | 13.6 | 8.8 | 6.3 | 11.2 | 20.7 | 14.7 | 23.6 | 44.3 | 13.3 |
| Standard Deviation(%) | NA | 28.1 | 18.9 | 16.6 | 15.5 | 18.5 | 32.4 | 10.3 | 13.4 | 6.9 | 15.2 | 14.2 | 10.9 | 10.1 | 13.1 | 20.9 | 18.5 | 24.3 | 31.4 | 21.6 |
| Treynor Ratio | NA | 0.17 | 0.09 | 0.14 | 0.12 | 0.06 | -0.04 | 0.28 | -0.16 | 0.21 | 0.13 | -0.04 | 0.07 | 0.28 | 0.16 | -0.05 | 0.17 | 0.43 | -0.74 | 0.04 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.0 | 0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 | 0.04 | -0.1 | 0.04 |
| Beta | NA | 0.35 | 0.45 | 0.5 | 0.61 | 0.62 | 0.34 | 0.74 | 0.73 | 0.76 | 0.78 | 0.81 | 0.61 | 0.82 | 0.86 | 0.75 | 0.76 | 0.69 | 0.53 | 0.95 |
| RSquared | NA | 0.18 | 0.31 | 0.35 | 0.47 | 0.5 | 0.17 | 0.81 | 0.88 | 0.54 | 0.47 | 0.8 | 0.41 | 0.8 | 0.69 | 0.7 | 0.55 | 0.61 | 0.49 | 0.64 |
| Yield(%) | N/A | 23.2 | 10.5 | 9.3 | 8.1 | N/A | 10.8 | 14.7 | 6.4 | 2.2 | 3.2 | 7.0 | 6.5 | 7.1 | 3.3 | 4.7 | 1.2 | 0.4 | 0.9 | 1.2 |
| Dividend Growth(%) | N/A | 240.4 | 104.0 | 107.9 | N/A | N/A | -20.0 | 89.1 | 239.4 | -25.7 | -59.3 | 4.6 | 2.7 | 141.3 | -34.8 | 358.5 | 327.3 | -77.3 | -18.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2046-2050 Asset Class Trend Rankings |
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