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LPHKX: BLACKROCK LIFEPATH DYNAMIC 2045 FUND CLASS K SHARES (MUTUAL FUND)
Basic Info 22.45 0.09(0.40%) June 04
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.33% |
| Expenses | 0.34% |
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Performance Analytics (As of 06/03/2026)
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 | 11.7 | 25.2 | 19.9 | 10.1 | 12.0 | 10.1 | 11.4 | 18.7 | 15.9 | 21.2 | -17.5 | 17.9 | 14.6 | 26.7 | -8.0 | 21.5 | 9.0 | -2.0 | 2.1 | 23.3 | 15.7 | -2.1 | 24.0 |
| Sharpe Ratio | NA | 1.88 | 1.94 | 1.19 | 0.49 | 0.66 | NA | 0.67 | 0.98 | 1.02 | 1.38 | -0.87 | 1.47 | 0.52 | 2.42 | -0.71 | 3.55 | 0.64 | -0.15 | 0.21 | 2.22 | 1.32 | -0.09 | 3.27 |
| Draw Down(%) | NA | 8.5 | 8.5 | 15.2 | 25.7 | 34.3 | NA | 34.3 | 15.2 | 7.6 | 10.8 | 25.7 | 5.2 | 34.3 | 6.4 | 17.2 | 1.6 | 11.3 | 13.0 | 7.5 | 7.1 | 10.4 | 20.0 | 6.5 |
| Standard Deviation(%) | NA | 14.7 | 12.2 | 13.9 | 15.6 | 15.6 | NA | 15.4 | 16.2 | 12.1 | 12.9 | 21.9 | 12.2 | 27.2 | 10.4 | 13.3 | 5.9 | 13.8 | 13.9 | 9.7 | 10.5 | 12.0 | 23.6 | 16.1 |
| Treynor Ratio | NA | 0.24 | 0.21 | 0.15 | 0.07 | 0.12 | NA | 0.11 | 0.15 | 0.1 | 0.16 | -0.17 | 0.17 | 0.19 | 0.58 | -0.17 | 0.23 | 0.08 | -0.02 | 0.02 | 0.25 | 0.18 | -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 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 1.13 | 1.14 | 1.1 | 1.11 | 0.87 | NA | 0.92 | 1.05 | 1.19 | 1.12 | 1.11 | 1.04 | 0.76 | 0.44 | 0.56 | 0.9 | 1.07 | 1.05 | 0.92 | 0.95 | 0.9 | 1.06 | 1.12 |
| RSquared | NA | 0.97 | 0.96 | 0.85 | 0.92 | 0.72 | NA | 0.79 | 0.76 | 0.98 | 0.88 | 0.98 | 0.91 | 0.65 | 0.34 | 0.38 | 0.78 | 0.98 | 0.99 | 0.87 | 0.83 | 0.82 | 0.96 | 0.99 |
| Yield(%) | N/A | 0.0 | 6.3 | 7.3 | 6.3 | 7.8 | 7.5 | N/A | 6.6 | 10.6 | 3.9 | 2.1 | 13.3 | 2.6 | 6.4 | 9.6 | 11.1 | 2.0 | 4.8 | 8.0 | 5.4 | 2.2 | 1.7 | 7.0 |
| Dividend Growth(%) | N/A | -100.0 | -33.8 | 10.0 | 32.7 | N/A | N/A | N/A | -33.8 | 217.9 | 47.1 | -83.1 | 465.4 | -50.9 | -45.0 | -5.0 | 502.3 | -61.8 | -41.3 | 66.3 | 176.6 | 23.5 | -71.0 | 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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