It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
LPRFX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info 28.23 0.25(0.88%) June 03
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 07/01/2008 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.50% |
| Expenses | 0.34% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 12.0 | 26.8 | 21.2 | 8.0 | 10.7 | 9.1 | 7.8 | 19.8 | 15.9 | 22.0 | -19.7 | 7.6 | 7.8 | 19.3 | 1.5 | 21.4 | 8.9 | -2.7 | 5.3 | 19.5 | 15.8 | -4.1 | 13.1 | 30.1 | -32.4 |
| Sharpe Ratio | NA | 1.82 | 1.91 | 1.16 | 0.32 | 0.52 | NA | 0.34 | 0.97 | 0.95 | 1.36 | -0.95 | 0.51 | 0.27 | 1.12 | 0.01 | 3.47 | 0.62 | -0.19 | 0.56 | 1.87 | 1.23 | -0.16 | 0.65 | 1.01 | -0.94 |
| Draw Down(%) | NA | 9.5 | 9.5 | 16.6 | 33.0 | 35.9 | NA | 50.4 | 16.6 | 8.1 | 11.6 | 27.8 | 7.5 | 35.9 | 11.5 | 17.7 | 1.7 | 11.5 | 13.3 | 7.7 | 7.5 | 11.2 | 21.6 | 16.0 | 28.9 | 46.5 |
| Standard Deviation(%) | NA | 16.3 | 13.3 | 15.0 | 16.8 | 17.2 | NA | 20.1 | 17.5 | 13.0 | 13.6 | 22.4 | 14.8 | 28.1 | 15.8 | 18.0 | 6.0 | 14.0 | 14.0 | 9.5 | 10.4 | 12.9 | 25.2 | 19.9 | 29.8 | 58.2 |
| Treynor Ratio | NA | 0.26 | 0.24 | 0.19 | 0.06 | 0.13 | NA | 0.08 | 0.19 | 0.15 | 0.21 | -0.23 | 0.08 | 0.13 | 0.48 | 0.0 | 0.29 | 0.09 | -0.03 | 0.07 | 0.22 | 0.18 | -0.04 | 0.12 | 0.28 | -0.51 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | NA | -0.01 | 0.01 | -0.02 | 0.0 | -0.02 | -0.06 | -0.01 | 0.03 | 0.01 | 0.02 | -0.01 | -0.02 | -0.02 | -0.03 | 0.01 | -0.02 | -0.01 | 0.01 | -0.02 |
| Beta | NA | 1.14 | 1.05 | 0.91 | 0.91 | 0.72 | NA | 0.89 | 0.9 | 0.84 | 0.88 | 0.9 | 0.92 | 0.59 | 0.37 | 0.39 | 0.72 | 1.01 | 0.88 | 0.79 | 0.89 | 0.91 | 1.04 | 1.06 | 1.08 | 1.07 |
| RSquared | NA | 0.89 | 0.88 | 0.81 | 0.84 | 0.57 | NA | 0.77 | 0.93 | 0.68 | 0.72 | 0.95 | 0.68 | 0.52 | 0.09 | 0.13 | 0.64 | 0.9 | 0.94 | 0.91 | 0.9 | 0.8 | 0.94 | 0.93 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.8 | 12.4 | 3.2 | 1.2 | 7.3 | 1.0 | 7.0 | 12.3 | 6.5 | 1.9 | 8.0 | 14.0 | 7.8 | 3.9 | 3.7 | 2.4 | 5.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -42.3 | 353.4 | 116.8 | -83.7 | 681.4 | -82.4 | -55.0 | 116.8 | 266.3 | -78.8 | -46.9 | 93.6 | 126.0 | -2.6 | 68.0 | -40.1 | 731.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2046-2050 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2046-2050
Best Mutual Funds
- PPLIX (PRINCIPAL LIFETIME 2050 FUND INSTITUTIONAL CLASS) (100%)
- PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) (99%)
- ARFSX (ONE CHOICE 2050 PORTFOLIO I CLASS) (96%)
- ARFVX (ONE CHOICE 2050 PORTFOLIO INVESTOR CLASS) (95%)
- FFFHX (FIDELITY FREEDOM 2050 FUND FIDELITY FREEDOM 2050 FUND) (94%)
- FFFPX (FIDELITY ADVISOR FREEDOM 2050 FUND CLASS I) (93%)
- JTSIX (JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS) (92%)
- JTSSX (JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS) (90%)
- LPRFX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES) (89%)
- LPSGX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K) (88%)
Latest Articles Related to LPRFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
