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LPRAX: BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info 8.23 0(0.0%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 03/27/2002 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.07% |
| Expenses | 1.04% |
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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 | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 5.8 | 13.3 | 10.8 | 1.8 | 4.2 | 4.1 | 4.3 | 4.3 | 11.7 | 7.8 | 12.3 | -15.5 | -5.5 | 6.9 | 16.6 | -3.9 | 7.4 | 5.8 | -1.8 | 4.6 | 5.9 | 8.5 | 3.6 | 9.1 | 18.2 | -15.2 | 4.2 | 8.5 | 4.0 | 5.1 | 13.5 | -5.5 |
| Sharpe Ratio | NA | 1.46 | 1.7 | 0.78 | -0.06 | 0.27 | NA | NA | 0.37 | 1.09 | 0.59 | 0.65 | -1.4 | -0.48 | 0.49 | 3.2 | -0.91 | 1.46 | 1.0 | -0.33 | 1.16 | 1.17 | 1.78 | 0.42 | 1.24 | 1.65 | -1.06 | 0.17 | 1.01 | 0.4 | 0.84 | 1.97 | -0.99 |
| Draw Down(%) | NA | 4.8 | 4.8 | 8.3 | 28.6 | 28.6 | NA | NA | 28.6 | 7.5 | 3.3 | 7.9 | 20.6 | 10.1 | 19.0 | 1.9 | 8.4 | 4.3 | 3.7 | 6.9 | 3.2 | 5.2 | 3.6 | 6.6 | 5.4 | 12.0 | 25.6 | 4.2 | 3.6 | 2.7 | 5.5 | 4.7 | 9.9 |
| Standard Deviation(%) | NA | 8.1 | 6.8 | 10.0 | 10.7 | 9.4 | NA | NA | 8.3 | 8.2 | 7.1 | 13.5 | 12.1 | 11.5 | 13.4 | 4.7 | 5.9 | 4.6 | 5.5 | 5.6 | 3.9 | 5.1 | 4.8 | 8.5 | 7.3 | 11.0 | 15.3 | 6.0 | 5.1 | 4.3 | 4.9 | 6.5 | 8.4 |
| Treynor Ratio | NA | 0.09 | 0.09 | 0.06 | 0.0 | 0.02 | NA | NA | 0.02 | 0.06 | 0.03 | 0.07 | -0.12 | -0.04 | 0.06 | 0.15 | -0.06 | 0.06 | 0.04 | -0.01 | 0.04 | 0.05 | 0.07 | 0.03 | 0.07 | 0.14 | -0.12 | 0.01 | 0.04 | 0.02 | 0.04 | 0.17 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.05 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 | 0.04 | NA |
| Beta | NA | 1.29 | 1.3 | 1.3 | 1.32 | 1.2 | NA | NA | 1.23 | 1.44 | 1.28 | 1.16 | 1.36 | 1.3 | 1.04 | 1.0 | 0.87 | 1.04 | 1.27 | 1.26 | 1.14 | 1.23 | 1.18 | 1.35 | 1.32 | 1.29 | 1.32 | 1.21 | 1.21 | 1.07 | 0.98 | 0.76 | NA |
| RSquared | NA | 0.94 | 0.88 | 0.49 | 0.57 | 0.54 | NA | NA | 0.67 | 0.86 | 0.77 | 0.25 | 0.95 | 0.23 | 0.55 | 0.47 | 0.4 | 0.26 | 0.93 | 0.94 | 0.85 | 0.88 | 0.81 | 0.92 | 0.91 | 0.96 | 0.96 | 0.88 | 0.87 | 0.76 | 0.69 | 0.04 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.3 | 13.2 | 10.1 | 0.7 | 3.8 | 2.1 | 3.1 | 9.3 | 6.6 | 1.6 | 5.6 | 11.1 | 7.2 | 5.2 | 5.5 | 2.2 | 3.5 | 3.1 | 5.7 | 5.4 | 3.9 | 3.9 | 0.0 | 2.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -54.7 | 31.9 | 1170.5 | -84.1 | 93.0 | -24.6 | -70.7 | 40.8 | 346.6 | -74.4 | -53.0 | 50.9 | 45.0 | -8.6 | 165.9 | -27.6 | -7.5 | -46.5 | 8.0 | 39.8 | 2.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2001
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