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LPHIX: BLACKROCK LIFEPATH DYNAMIC 2045 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 22.04 0(0.0%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.19% |
| Expenses | 0.34% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| 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 | 11.6 | 25.4 | 19.0 | 9.8 | 11.6 | 9.7 | 11.0 | 18.5 | 15.6 | 21.0 | -17.7 | 17.6 | 14.3 | 26.4 | -8.2 | 19.7 | 8.8 | -2.4 | 2.0 | 22.6 | 15.4 | -2.5 | 23.9 |
| Sharpe Ratio | NA | 1.85 | 1.91 | 1.17 | 0.47 | 0.64 | NA | 0.65 | 0.97 | 0.99 | 1.36 | -0.88 | 1.44 | 0.52 | 2.39 | -0.73 | 3.2 | 0.62 | -0.17 | 0.2 | 2.16 | 1.29 | -0.11 | 3.24 |
| Draw Down(%) | NA | 8.5 | 8.5 | 15.2 | 25.9 | 34.4 | NA | 34.4 | 15.2 | 7.6 | 10.9 | 25.9 | 5.2 | 34.4 | 6.4 | 17.4 | 2.8 | 11.3 | 13.0 | 7.5 | 7.2 | 10.5 | 20.2 | 6.5 |
| Standard Deviation(%) | NA | 14.6 | 12.1 | 13.9 | 15.6 | 15.6 | NA | 15.4 | 16.2 | 12.0 | 12.9 | 21.9 | 12.2 | 27.1 | 10.4 | 13.2 | 6.0 | 13.7 | 13.9 | 9.6 | 10.4 | 12.0 | 23.6 | 16.2 |
| Treynor Ratio | NA | 0.24 | 0.2 | 0.15 | 0.07 | 0.11 | NA | 0.11 | 0.15 | 0.1 | 0.16 | -0.17 | 0.17 | 0.18 | 0.56 | -0.17 | 0.22 | 0.08 | -0.02 | 0.02 | 0.24 | 0.17 | -0.02 | 0.47 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 1.13 | 1.13 | 1.1 | 1.11 | 0.87 | NA | 0.92 | 1.04 | 1.18 | 1.12 | 1.11 | 1.04 | 0.76 | 0.44 | 0.56 | 0.89 | 1.07 | 1.05 | 0.92 | 0.94 | 0.9 | 1.06 | 1.13 |
| RSquared | NA | 0.97 | 0.96 | 0.85 | 0.92 | 0.72 | NA | 0.79 | 0.75 | 0.98 | 0.88 | 0.98 | 0.91 | 0.65 | 0.35 | 0.38 | 0.74 | 0.98 | 0.98 | 0.87 | 0.83 | 0.82 | 0.96 | 0.99 |
| Yield(%) | N/A | 0.0 | 6.1 | 7.1 | 6.2 | 7.5 | 7.1 | N/A | 6.5 | 10.4 | 3.7 | 2.0 | 13.2 | 2.4 | 6.2 | 9.4 | 9.6 | 1.9 | 4.5 | 8.0 | 5.3 | 1.9 | 1.5 | 6.9 |
| Dividend Growth(%) | N/A | -100.0 | -34.2 | 8.8 | 39.5 | N/A | N/A | N/A | -34.2 | 230.0 | 44.9 | -83.8 | 506.2 | -53.2 | -45.3 | 7.6 | 457.9 | -61.8 | -45.5 | 67.0 | 218.0 | 21.2 | -74.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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