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LPRCX: BLACKROCK LIFEPATH DYNAMIC 2020 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/27/2002 |
| Last Dividend Date: | 11/13/2019 |
| 12-Mo. Yield | 8.05% |
| Expenses | 0.92% |
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Performance Analytics (As of 03/05/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/27/2002 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 7.9 | 6.6 | 4.9 | 6.1 | 4.9 | 4.8 | 0.0 | 15.0 | -4.1 | 12.7 | 6.3 | -2.0 | 4.7 | 9.5 | 10.7 | 1.3 | 10.6 | 22.4 | -25.6 | 3.1 | 12.8 | 6.1 | 8.3 | 18.8 | -13.1 |
| Sharpe Ratio | NA | 0.65 | 0.73 | 0.56 | 0.69 | NA | 0.34 | 0.0 | 1.29 | -0.82 | 3.7 | 0.87 | -0.28 | 0.9 | 1.47 | 1.52 | 0.09 | 0.92 | 1.24 | -1.02 | -0.01 | 1.18 | 0.56 | 0.95 | 1.76 | -0.97 |
| Draw Down(%) | NA | 6.2 | 9.3 | 10.6 | 11.3 | NA | 40.9 | 0.0 | 6.2 | 9.3 | 1.2 | 5.2 | 8.2 | 4.2 | 5.8 | 5.9 | 11.3 | 8.9 | 18.9 | 37.0 | 7.1 | 6.9 | 4.4 | 6.7 | 9.0 | 21.6 |
| Standard Deviation(%) | NA | 10.2 | 7.4 | 7.3 | 8.2 | NA | 11.5 | NA | 10.5 | 6.7 | 3.3 | 7.1 | 7.2 | 5.2 | 6.4 | 7.0 | 13.4 | 11.4 | 18.0 | 26.0 | 10.6 | 8.0 | 6.8 | 7.7 | 10.2 | 18.6 |
| Treynor Ratio | NA | 5.9 | 1.83 | 0.66 | 0.33 | NA | 0.11 | NA | 10.39 | -0.52 | 0.17 | 0.07 | -0.02 | 0.06 | 0.11 | 0.14 | 0.01 | 0.11 | 0.24 | -0.29 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.03 | 0.02 | 0.02 | 0.02 | NA | 0.01 | 0.0 | 0.05 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | NA | NA | NA | NA |
| Beta | NA | 0.01 | 0.03 | 0.06 | 0.17 | NA | 0.37 | 0.0 | 0.01 | 0.11 | 0.73 | 0.86 | 0.85 | 0.77 | 0.86 | 0.79 | 0.87 | 0.91 | 0.94 | 0.93 | 0.93 | 0.97 | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.02 | 0.05 | 0.17 | NA | 0.29 | 0.0 | 0.0 | 0.12 | 0.66 | 0.96 | 0.97 | 0.9 | 0.92 | 0.86 | 0.97 | 0.95 | 0.99 | 0.99 | 0.96 | 0.42 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 8.0 | 7.7 | 6.2 | 6.6 | 5.3 | N/A | 0.0 | 8.6 | 9.2 | 5.9 | 1.6 | 7.8 | 12.1 | 7.7 | 3.0 | 5.9 | 1.7 | 3.4 | 2.5 | 6.2 | 2.4 | 2.0 | 0.7 | 0.0 | 1.0 |
| Dividend Growth(%) | N/A | -19.4 | 0.2 | -1.7 | N/A | N/A | N/A | -100.0 | -19.4 | 68.4 | 298.5 | -82.3 | -40.2 | 59.4 | 178.0 | -52.2 | 270.1 | -39.5 | -1.9 | -60.7 | 177.7 | 30.9 | 223.6 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2002
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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