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LPREX: BLACKROCK LIFEPATH DYNAMIC 2040 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info 17.17 0(0.0%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 03/27/2002 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 7.51% |
| Expenses | 1.04% |
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Performance Analytics (As of 05/29/2026)
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(%) | 0.2 | 9.9 | 21.6 | 17.3 | 8.4 | 10.1 | 8.6 | 6.9 | 6.7 | 16.7 | 13.4 | 19.2 | -17.3 | 15.8 | 13.7 | 25.3 | -7.5 | 13.7 | 8.5 | -2.6 | 5.1 | 16.7 | 14.4 | -2.6 | 12.4 | 27.9 | -35.6 | 1.8 | 16.6 | 7.7 | 10.8 | 26.1 | -19.0 |
| Sharpe Ratio | NA | 1.76 | 1.87 | 1.11 | 0.41 | 0.57 | NA | NA | 0.33 | 0.99 | 0.89 | 1.22 | -0.93 | 1.42 | 0.5 | 2.46 | -0.72 | 1.67 | 0.64 | -0.2 | 0.6 | 1.78 | 1.28 | -0.12 | 0.71 | 1.05 | -0.94 | -0.09 | 1.23 | 0.58 | 0.95 | 1.88 | -1.01 |
| Draw Down(%) | NA | 7.6 | 7.6 | 13.5 | 25.1 | 33.1 | NA | NA | 54.4 | 13.5 | 6.6 | 10.5 | 25.0 | 4.8 | 33.1 | 5.9 | 16.5 | 6.8 | 10.7 | 12.7 | 6.7 | 7.0 | 9.7 | 18.8 | 14.0 | 26.3 | 47.8 | 10.1 | 9.7 | 6.1 | 8.7 | 11.5 | 28.9 |
| Standard Deviation(%) | NA | 13.0 | 10.6 | 12.7 | 14.3 | 14.8 | NA | NA | 16.9 | 13.9 | 11.0 | 12.8 | 20.3 | 11.1 | 26.6 | 9.7 | 12.4 | 7.8 | 13.0 | 13.2 | 8.5 | 9.4 | 11.3 | 21.5 | 17.4 | 26.5 | 38.7 | 15.5 | 10.8 | 9.3 | 10.4 | 13.5 | 24.8 |
| Treynor Ratio | NA | 0.21 | 0.19 | 0.13 | 0.05 | 0.09 | NA | NA | 0.06 | 0.12 | 0.09 | 0.15 | -0.17 | 0.15 | 0.16 | 0.33 | -0.14 | 0.15 | 0.08 | -0.03 | 0.06 | 0.19 | 0.17 | -0.03 | 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 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 1.07 | 1.06 | 1.06 | 1.08 | 0.93 | NA | NA | 0.99 | 1.11 | 1.05 | 1.03 | 1.09 | 1.04 | 0.84 | 0.72 | 0.62 | 0.87 | 1.03 | 1.01 | 0.83 | 0.9 | 0.83 | 0.98 | 1.02 | 1.06 | 1.06 | 1.05 | 1.1 | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.94 | 0.81 | 0.88 | 0.74 | NA | NA | 0.77 | 0.95 | 0.79 | 0.64 | 0.94 | 0.91 | 0.7 | 0.49 | 0.4 | 0.4 | 0.98 | 0.99 | 0.93 | 0.94 | 0.79 | 0.98 | 0.95 | 0.99 | 0.99 | 0.97 | 0.53 | 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 | 7.8 | 13.0 | 6.1 | 2.0 | 22.0 | 4.9 | 8.4 | 12.6 | 10.6 | 2.3 | 9.9 | 14.5 | 9.1 | 5.0 | 2.0 | 1.5 | 2.8 | 1.6 | 4.8 | 1.7 | 1.2 | 0.5 | 0.0 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -38.7 | 138.1 | 147.9 | -91.5 | 378.8 | -31.3 | -46.7 | 23.0 | 396.3 | -80.0 | -38.2 | 67.9 | 102.2 | 132.1 | 47.3 | -32.3 | 15.1 | -68.3 | 215.5 | 50.5 | 149.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/2001
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