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LPBKX: BLACKROCK LIFEPATH DYNAMIC 2025 FUND CLASS K SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 10/02/2024 |
| 12-Mo. Yield | 7.08% |
| 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 | 14.8 | 0.9 | 4.3 | 5.3 | 6.6 | 10.6 | 13.3 | -15.4 | 1.9 | 12.1 | 19.7 | -4.4 | 15.1 | 7.2 | -1.6 | 2.7 | 14.5 | 12.4 | 0.7 | 12.1 |
| Sharpe Ratio | NA | 1.12 | -0.3 | 0.17 | 0.39 | 0.55 | 0.68 | 1.06 | -1.26 | 0.21 | 0.74 | 2.92 | -0.68 | 3.69 | 0.8 | -0.19 | 0.4 | 1.85 | 1.5 | 0.04 | 1.91 |
| Draw Down(%) | NA | 3.6 | 24.9 | 25.3 | 25.3 | 25.3 | 3.6 | 8.2 | 20.9 | 5.5 | 23.0 | 3.2 | 10.9 | 1.3 | 6.7 | 9.2 | 5.1 | 6.1 | 6.9 | 13.4 | 4.5 |
| Standard Deviation(%) | NA | 7.2 | 10.4 | 11.2 | 9.6 | 10.0 | 6.7 | 8.6 | 13.4 | 8.9 | 16.0 | 6.3 | 8.4 | 3.9 | 8.7 | 8.8 | 6.7 | 7.8 | 8.3 | 16.3 | 13.2 |
| Treynor Ratio | NA | 0.09 | -0.05 | 0.03 | 0.12 | 0.13 | 0.05 | 0.09 | -0.17 | 0.08 | 0.18 | 4.43 | -0.37 | 0.18 | 0.07 | -0.02 | 0.03 | 0.16 | 0.15 | 0.01 | 0.26 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.04 |
| Beta | NA | 0.89 | 0.63 | 0.66 | 0.32 | 0.41 | 0.91 | 0.99 | 0.97 | 0.24 | 0.65 | 0.04 | 0.16 | 0.83 | 0.94 | 0.91 | 0.83 | 0.88 | 0.81 | 0.92 | 0.98 |
| RSquared | NA | 0.7 | 0.55 | 0.59 | 0.3 | 0.4 | 0.84 | 0.79 | 0.97 | 0.15 | 0.61 | 0.06 | 0.15 | 0.73 | 0.98 | 0.98 | 0.82 | 0.81 | 0.82 | 0.95 | 0.77 |
| Yield(%) | N/A | 7.1 | 3.8 | 4.1 | 5.0 | N/A | 5.0 | 4.3 | 1.1 | 4.2 | 2.2 | 6.0 | 9.1 | 8.7 | 1.6 | 4.3 | 7.9 | 4.1 | 2.2 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | 239.2 | -14.1 | -30.8 | N/A | N/A | 25.1 | 234.8 | -74.6 | 113.6 | -59.4 | -42.4 | 10.8 | 493.0 | -66.0 | -47.4 | 102.5 | 112.9 | 23.6 | 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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