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LPJAX: BLACKROCK LIFEPATH DYNAMIC 2035 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info 18.58 0(0.0%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 4.05% |
| Expenses | 0.34% |
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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(%) | 0.2 | 8.5 | 18.8 | 14.8 | 7.0 | 9.4 | 8.0 | 9.2 | 15.0 | 11.3 | 17.2 | -16.8 | 13.5 | 13.6 | 23.4 | -6.7 | 16.9 | 7.8 | -2.4 | 1.8 | 18.7 | 13.6 | -1.5 | 20.6 |
| Sharpe Ratio | NA | 1.65 | 1.72 | 1.06 | 0.36 | 0.6 | NA | 0.63 | 1.02 | 0.78 | 1.29 | -1.02 | 1.35 | 0.57 | 2.54 | -0.72 | 3.11 | 0.65 | -0.2 | 0.22 | 2.04 | 1.29 | -0.08 | 3.19 |
| Draw Down(%) | NA | 6.6 | 6.6 | 11.5 | 23.8 | 29.9 | NA | 29.9 | 11.5 | 5.6 | 9.8 | 23.6 | 4.3 | 29.9 | 5.0 | 14.9 | 2.7 | 9.5 | 11.7 | 6.6 | 6.7 | 10.7 | 17.2 | 5.5 |
| Standard Deviation(%) | NA | 11.2 | 9.4 | 10.9 | 12.5 | 12.9 | NA | 12.9 | 12.0 | 9.8 | 10.6 | 18.0 | 10.0 | 23.3 | 8.6 | 11.2 | 5.2 | 11.7 | 11.9 | 8.4 | 9.1 | 10.6 | 20.1 | 14.0 |
| Treynor Ratio | NA | 0.2 | 0.17 | 0.11 | 0.04 | 0.09 | NA | 0.09 | 0.12 | 0.07 | 0.14 | -0.17 | 0.13 | 0.16 | 0.31 | -0.13 | 0.19 | 0.07 | -0.02 | 0.02 | 0.22 | 0.17 | -0.02 | 0.45 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 0.94 | 0.97 | 1.01 | 1.03 | 0.91 | NA | 0.91 | 1.06 | 1.04 | 0.99 | 1.05 | 1.02 | 0.81 | 0.7 | 0.61 | 0.87 | 1.02 | 1.0 | 0.85 | 0.86 | 0.8 | 0.92 | 0.98 |
| RSquared | NA | 0.88 | 0.91 | 0.83 | 0.88 | 0.77 | NA | 0.83 | 0.95 | 0.81 | 0.74 | 0.93 | 0.9 | 0.69 | 0.47 | 0.4 | 0.71 | 0.98 | 0.98 | 0.85 | 0.82 | 0.76 | 0.95 | 0.98 |
| Yield(%) | N/A | 0.0 | 4.0 | 5.2 | 5.0 | 6.2 | 6.0 | N/A | 4.2 | 7.7 | 3.3 | 1.7 | 12.2 | 2.1 | 5.9 | 9.5 | 8.5 | 1.5 | 4.0 | 7.8 | 4.8 | 1.6 | 1.4 | 5.5 |
| Dividend Growth(%) | N/A | -100.0 | -42.5 | -12.5 | 15.5 | N/A | N/A | N/A | -42.5 | 158.7 | 65.3 | -86.2 | 529.3 | -57.0 | -48.2 | 20.6 | 507.4 | -65.2 | -49.8 | 73.8 | 247.5 | 6.0 | -69.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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