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LPBAX: BLACKROCK LIFEPATH DYNAMIC 2025 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 10/02/2024 |
| 12-Mo. Yield | 6.54% |
| Expenses | 0.59% |
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Performance Analytics (As of 12/06/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/30/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 14.3 | 0.4 | 3.8 | 4.6 | 6.0 | 10.2 | 12.9 | -15.9 | 1.4 | 11.5 | 19.2 | -4.9 | 13.2 | 6.6 | -2.2 | 2.2 | 14.4 | 11.7 | 0.3 | 12.1 |
| Sharpe Ratio | NA | 1.07 | -0.35 | 0.12 | 0.32 | 0.49 | 0.6 | 1.01 | -1.3 | 0.15 | 0.7 | 2.83 | -0.74 | 3.05 | 0.74 | -0.25 | 0.33 | 1.9 | 1.42 | 0.01 | 1.94 |
| Draw Down(%) | NA | 3.6 | 25.2 | 25.6 | 25.6 | 25.6 | 3.6 | 8.3 | 21.2 | 5.6 | 23.0 | 3.2 | 11.2 | 2.4 | 6.7 | 9.4 | 5.1 | 6.2 | 7.0 | 13.7 | 4.5 |
| Standard Deviation(%) | NA | 7.2 | 10.4 | 11.4 | 9.7 | 10.0 | 6.7 | 8.6 | 13.4 | 9.7 | 16.1 | 6.3 | 8.4 | 4.1 | 8.7 | 8.9 | 6.7 | 7.6 | 8.3 | 16.3 | 13.0 |
| Treynor Ratio | NA | 0.09 | -0.06 | 0.02 | 0.1 | 0.12 | 0.04 | 0.09 | -0.18 | 0.06 | 0.17 | 4.28 | -0.39 | 0.15 | 0.07 | -0.02 | 0.03 | 0.17 | 0.15 | 0.0 | 0.26 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.06 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.04 |
| Beta | NA | 0.89 | 0.63 | 0.66 | 0.32 | 0.41 | 0.91 | 1.0 | 0.97 | 0.23 | 0.65 | 0.04 | 0.16 | 0.81 | 0.93 | 0.91 | 0.83 | 0.86 | 0.81 | 0.93 | 0.98 |
| RSquared | NA | 0.71 | 0.55 | 0.58 | 0.3 | 0.39 | 0.84 | 0.8 | 0.98 | 0.12 | 0.61 | 0.06 | 0.15 | 0.64 | 0.97 | 0.98 | 0.83 | 0.82 | 0.82 | 0.95 | 0.78 |
| Yield(%) | N/A | 6.5 | 3.5 | 3.6 | 4.4 | N/A | 4.6 | 3.8 | 0.9 | 3.7 | 1.7 | 5.5 | 8.6 | 6.7 | 1.2 | 3.7 | 7.4 | 3.9 | 1.6 | 1.5 | 0.0 |
| Dividend Growth(%) | N/A | 279.7 | -14.1 | -29.9 | N/A | N/A | 30.9 | 269.9 | -76.9 | 141.2 | -65.7 | -44.5 | 35.6 | 494.2 | -69.3 | -51.5 | 98.8 | 179.9 | 0.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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See Target Date 2021-2025 Asset Class Trend Rankings |
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