It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
LPHAX: BLACKROCK LIFEPATH DYNAMIC 2045 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info 21.85 0(0.0%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.02% |
| Expenses | 0.34% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/30/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 11.5 | 24.6 | 18.9 | 9.4 | 11.3 | 9.5 | 10.7 | 18.1 | 15.0 | 21.0 | -17.9 | 17.3 | 14.0 | 26.1 | -8.4 | 19.6 | 8.5 | -2.6 | 1.8 | 22.2 | 15.0 | -2.6 | 23.9 |
| Sharpe Ratio | NA | 1.84 | 1.83 | 1.13 | 0.44 | 0.61 | NA | 0.63 | 0.97 | 0.92 | 1.36 | -0.88 | 1.41 | 0.49 | 2.36 | -0.75 | 3.15 | 0.6 | -0.19 | 0.18 | 2.14 | 1.25 | -0.11 | 3.25 |
| Draw Down(%) | NA | 8.6 | 8.6 | 15.3 | 26.0 | 34.4 | NA | 34.4 | 15.3 | 7.6 | 10.9 | 26.0 | 5.2 | 34.4 | 6.3 | 17.6 | 2.8 | 11.3 | 13.2 | 7.5 | 7.2 | 10.6 | 20.2 | 6.5 |
| Standard Deviation(%) | NA | 14.4 | 12.0 | 13.8 | 15.6 | 15.8 | NA | 15.5 | 15.8 | 12.4 | 12.8 | 22.1 | 12.2 | 28.2 | 10.4 | 13.2 | 6.0 | 13.8 | 13.9 | 9.6 | 10.4 | 12.1 | 23.6 | 16.1 |
| Treynor Ratio | NA | 0.26 | 0.21 | 0.14 | 0.06 | 0.11 | NA | 0.1 | 0.13 | 0.11 | 0.17 | -0.18 | 0.16 | 0.17 | 0.56 | -0.18 | 0.21 | 0.08 | -0.03 | 0.02 | 0.24 | 0.17 | -0.03 | 0.47 |
| Alpha | NA | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | NA | 0.0 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 1.02 | 1.05 | 1.09 | 1.1 | 0.88 | NA | 0.93 | 1.15 | 1.09 | 1.05 | 1.1 | 1.05 | 0.81 | 0.44 | 0.56 | 0.89 | 1.07 | 1.05 | 0.92 | 0.94 | 0.9 | 1.06 | 1.12 |
| RSquared | NA | 0.88 | 0.89 | 0.85 | 0.9 | 0.73 | NA | 0.8 | 0.96 | 0.78 | 0.77 | 0.94 | 0.91 | 0.7 | 0.35 | 0.38 | 0.74 | 0.98 | 0.98 | 0.88 | 0.84 | 0.81 | 0.96 | 0.99 |
| Yield(%) | N/A | 0.0 | 6.0 | 6.9 | 6.0 | 7.3 | 6.9 | N/A | 6.3 | 10.3 | 3.4 | 2.0 | 13.1 | 2.2 | 5.9 | 9.2 | 9.4 | 1.7 | 4.2 | 7.8 | 5.1 | 1.6 | 1.3 | 6.9 |
| Dividend Growth(%) | N/A | -100.0 | -35.6 | 8.7 | 41.4 | N/A | N/A | N/A | -35.6 | 251.1 | 40.3 | -84.3 | 570.2 | -56.2 | -47.0 | 8.8 | 512.4 | -64.1 | -47.1 | 69.0 | 260.9 | 22.7 | -78.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2041-2045 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2041-2045
Best Mutual Funds
- AOOIX (ONE CHOICE 2045 PORTFOLIO I CLASS) (100%)
- AROIX (ONE CHOICE 2045 PORTFOLIO INVESTOR CLASS) (99%)
- VTIVX (Vanguard Target Retirement 2045 Fund Investor Shares) (97%)
- TRRKX (T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE RETIREMENT 2045 FUND) (96%)
- ISRIX (VOYA SOLUTION 2045 PORTFOLIO CLASS I) (95%)
- PRVYX (Putnam Retirement Ready 2045 Fd Cl Y Shs) (94%)
- FFFGX (FIDELITY FREEDOM 2045 FUND FIDELITY FREEDOM 2045 FUND) (91%)
- FFFIX (FIDELITY ADVISOR FREEDOM 2045 FUND CLASS I) (90%)
- GMFZX (MYDESTINATION 2045 FUND INVESTOR) (88%)
- ISJIX (VOYA INDEX SOLUTION 2045 PORTFOLIO CLASS I) (87%)
Latest Articles Related to LPHAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
