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LPRDX: BLACKROCK LIFEPATH DYNAMIC 2030 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info 14.57 0(0.0%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 03/27/2002 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 4.38% |
| Expenses | 0.34% |
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Performance Analytics (As of 06/01/2026)
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(%) | 0.1 | 7.1 | 15.9 | 13.1 | 3.3 | 6.5 | 6.0 | 5.2 | 5.1 | 13.3 | 9.9 | 15.3 | -16.5 | -1.1 | 9.9 | 21.7 | -5.6 | 10.8 | 8.4 | -2.3 | 5.0 | 13.4 | 12.8 | -0.9 | 11.5 | 25.5 | -31.2 | 2.4 | 14.8 | 7.1 | 10.2 | 22.0 | -17.6 |
| Sharpe Ratio | NA | 1.58 | 1.77 | 1.05 | 0.08 | 0.41 | NA | NA | 0.28 | 1.04 | 0.73 | 1.2 | -1.15 | -0.09 | 0.49 | 2.7 | -0.71 | 1.6 | 0.8 | -0.22 | 0.72 | 1.67 | 1.35 | -0.05 | 0.78 | 1.12 | -0.98 | -0.06 | 1.2 | 0.59 | 1.01 | 1.78 | -1.07 |
| Draw Down(%) | NA | 5.6 | 5.6 | 9.5 | 29.5 | 29.5 | NA | NA | 48.6 | 9.5 | 4.6 | 9.2 | 22.8 | 8.8 | 26.9 | 4.1 | 13.1 | 5.4 | 8.1 | 10.5 | 5.6 | 6.5 | 7.9 | 15.5 | 11.7 | 23.0 | 43.1 | 8.7 | 8.4 | 5.3 | 7.8 | 10.4 | 26.6 |
| Standard Deviation(%) | NA | 9.7 | 8.0 | 9.5 | 11.6 | 11.6 | NA | NA | 14.1 | 10.1 | 8.5 | 9.7 | 15.6 | 13.0 | 19.5 | 7.5 | 9.9 | 6.4 | 10.3 | 10.4 | 6.9 | 8.0 | 9.5 | 17.8 | 14.7 | 22.7 | 32.8 | 13.3 | 9.5 | 8.2 | 9.1 | 11.9 | 22.0 |
| Treynor Ratio | NA | 0.16 | 0.15 | 0.1 | 0.01 | 0.06 | NA | NA | 0.04 | 0.11 | 0.06 | 0.12 | -0.18 | -0.01 | 0.13 | 0.29 | -0.12 | 0.12 | 0.08 | -0.02 | 0.06 | 0.15 | 0.16 | -0.01 | 0.12 | 0.26 | -0.34 | -0.01 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.04 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 0.95 | 0.95 | 0.97 | 1.0 | 0.85 | NA | NA | 0.91 | 0.99 | 0.97 | 0.98 | 1.02 | 0.98 | 0.72 | 0.69 | 0.61 | 0.84 | 0.98 | 0.96 | 0.82 | 0.88 | 0.81 | 0.92 | 0.94 | 0.97 | 0.95 | 0.94 | 0.99 | NA | NA | NA | NA |
| RSquared | NA | 0.96 | 0.92 | 0.84 | 0.81 | 0.68 | NA | NA | 0.75 | 0.94 | 0.79 | 0.74 | 0.98 | 0.41 | 0.64 | 0.47 | 0.4 | 0.37 | 0.96 | 0.98 | 0.92 | 0.93 | 0.8 | 0.98 | 0.95 | 0.99 | 0.99 | 0.97 | 0.54 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.5 | 7.6 | 3.5 | 1.2 | 4.9 | 1.5 | 7.3 | 11.5 | 9.3 | 2.6 | 8.3 | 13.6 | 8.4 | 4.8 | 2.8 | 1.6 | 3.0 | 1.9 | 6.8 | 4.9 | 3.9 | 4.7 | 0.0 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -38.7 | 140.8 | 139.1 | -76.6 | 244.0 | -76.0 | -47.1 | 26.5 | 276.7 | -72.2 | -43.7 | 67.6 | 91.2 | 65.3 | 92.3 | -36.8 | 7.5 | -72.8 | 48.5 | 32.9 | -13.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/2001
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