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LIRKX: BlackRock LifePth Idx Rtrmt Prt Cl K Shs (MUTUAL FUND)
Basic Info 15.74 0(0.0%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 06/01/2011 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 4.07% |
| 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(%) | 0.1 | 5.6 | 14.3 | 10.5 | 4.4 | 6.1 | 5.7 | 5.7 | 12.5 | 7.2 | 11.5 | -15.2 | 6.9 | 12.2 | 15.9 | -3.5 | 9.7 | 6.4 | -0.3 | 5.9 | 7.6 | 9.2 | -1.7 |
| Sharpe Ratio | NA | 1.65 | 2.09 | 1.06 | 0.23 | 0.59 | NA | 0.65 | 1.4 | 0.56 | 1.06 | -1.46 | 1.24 | 0.93 | 3.35 | -0.83 | 2.95 | 1.07 | -0.06 | 1.5 | 1.51 | 1.96 | -0.28 |
| Draw Down(%) | NA | 4.2 | 4.2 | 7.5 | 20.5 | 20.5 | NA | 20.5 | 5.9 | 3.5 | 7.5 | 19.8 | 2.8 | 15.5 | 1.6 | 7.6 | 1.1 | 3.6 | 6.1 | 2.9 | 4.9 | 3.3 | 7.0 |
| Standard Deviation(%) | NA | 6.7 | 5.5 | 6.8 | 7.8 | 7.5 | NA | 7.0 | 6.9 | 6.3 | 7.4 | 11.4 | 5.5 | 12.8 | 4.3 | 5.9 | 3.1 | 5.7 | 5.7 | 3.9 | 5.0 | 4.7 | 10.4 |
| Treynor Ratio | NA | 0.11 | 0.11 | 0.06 | 0.01 | 0.04 | NA | 0.04 | 0.08 | 0.03 | 0.06 | -0.13 | 0.05 | 0.09 | 0.13 | -0.04 | 0.08 | 0.05 | 0.0 | 0.05 | 0.06 | 0.08 | -0.02 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 |
| Beta | NA | 1.01 | 1.05 | 1.21 | 1.25 | 1.26 | NA | 1.27 | 1.28 | 1.26 | 1.22 | 1.3 | 1.27 | 1.31 | 1.11 | 1.33 | 1.11 | 1.3 | 1.3 | 1.17 | 1.22 | 1.13 | 1.35 |
| RSquared | NA | 0.9 | 0.92 | 0.92 | 0.95 | 0.93 | NA | 0.92 | 0.96 | 0.96 | 0.9 | 0.98 | 0.9 | 0.97 | 0.68 | 0.93 | 0.65 | 0.92 | 0.95 | 0.9 | 0.89 | 0.77 | 0.87 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.2 | 3.2 | 2.9 | 2.3 | 3.0 | 2.9 | 2.8 | 2.3 | 2.4 | 2.2 | 2.9 | 3.2 | 2.3 | 1.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 37.1 | 19.5 | 5.7 | -21.5 | 12.7 | 17.0 | 12.4 | 3.7 | 17.8 | -27.6 | -8.2 | 46.1 | 39.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2011
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