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LIPKX: BlackRock LifePath Idx 2050 Prt Cl K Shs (MUTUAL FUND)
Basic Info 30.58 0(0.0%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 06/01/2011 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 3.16% |
| Expenses | 0.39% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 12.1 | 28.0 | 20.1 | 10.3 | 12.1 | 10.5 | 10.4 | 20.7 | 15.7 | 21.4 | -18.3 | 18.7 | 15.0 | 26.8 | -7.8 | 20.4 | 9.1 | -0.7 | 7.7 | 21.2 | 16.4 | -9.5 |
| Sharpe Ratio | NA | 1.93 | 2.11 | 1.24 | 0.51 | 0.63 | NA | 0.57 | 1.11 | 1.05 | 1.42 | -0.9 | 1.52 | 0.46 | 2.31 | -0.66 | 3.16 | 0.63 | -0.05 | 0.8 | 2.04 | 1.29 | -0.52 |
| Draw Down(%) | NA | 9.1 | 9.1 | 15.9 | 26.4 | 34.3 | NA | 34.3 | 15.9 | 7.5 | 11.2 | 26.2 | 5.4 | 34.3 | 6.2 | 17.2 | 1.8 | 11.0 | 12.7 | 7.4 | 7.2 | 11.1 | 21.2 |
| Standard Deviation(%) | NA | 14.4 | 12.0 | 13.6 | 15.5 | 16.6 | NA | 16.2 | 16.1 | 11.5 | 12.6 | 22.1 | 12.3 | 32.1 | 10.9 | 14.1 | 6.3 | 14.0 | 14.4 | 9.5 | 10.4 | 12.7 | 30.3 |
| Treynor Ratio | NA | 0.29 | 0.28 | 0.19 | 0.09 | 0.12 | NA | 0.11 | 0.21 | 0.14 | 0.2 | -0.22 | 0.21 | 0.17 | 0.37 | -0.12 | 0.25 | 0.09 | -0.01 | 0.09 | 0.24 | 0.18 | -0.15 |
| Alpha | NA | 0.04 | 0.02 | 0.0 | -0.01 | 0.0 | NA | -0.01 | 0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.02 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.01 | -0.04 |
| Beta | NA | 0.95 | 0.9 | 0.87 | 0.88 | 0.86 | NA | 0.88 | 0.84 | 0.86 | 0.9 | 0.89 | 0.9 | 0.86 | 0.68 | 0.79 | 0.81 | 1.01 | 0.91 | 0.81 | 0.89 | 0.9 | 1.02 |
| RSquared | NA | 0.83 | 0.84 | 0.89 | 0.92 | 0.88 | NA | 0.89 | 0.94 | 0.9 | 0.88 | 0.96 | 0.92 | 0.87 | 0.6 | 0.92 | 0.74 | 0.91 | 0.95 | 0.94 | 0.91 | 0.8 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 2.9 | 2.5 | 1.7 | 2.6 | 1.9 | 4.1 | 2.2 | 2.8 | 2.2 | 3.1 | 3.1 | 3.5 | 2.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 32.1 | 32.2 | 22.2 | -24.3 | 54.4 | -43.9 | 68.2 | -7.5 | 35.1 | -31.1 | 4.4 | -0.3 | 85.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2011
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