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LPRKX: BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 20.11 0(0.0%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 05/03/2010 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.25% |
| Expenses | 1.04% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/03/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 9.9 | 21.8 | 16.7 | 5.2 | 8.6 | 7.5 | 7.6 | 16.4 | 13.5 | 18.7 | -18.1 | 1.7 | 9.8 | 25.1 | -7.8 | 20.2 | 7.9 | -2.7 | 4.8 | 16.4 | 14.2 | -2.9 | 5.0 |
| Sharpe Ratio | NA | 1.73 | 1.78 | 1.06 | 0.18 | 0.47 | NA | 0.45 | 0.95 | 0.91 | 1.2 | -0.98 | 0.11 | 0.37 | 2.43 | -0.74 | 3.53 | 0.59 | -0.2 | 0.57 | 1.76 | 1.26 | -0.13 | 0.39 |
| Draw Down(%) | NA | 7.6 | 7.6 | 13.5 | 32.4 | 33.2 | NA | 33.2 | 13.5 | 6.6 | 10.6 | 25.7 | 9.3 | 33.2 | 5.8 | 16.8 | 1.6 | 10.7 | 12.7 | 6.7 | 7.0 | 9.7 | 18.9 | 13.0 |
| Standard Deviation(%) | NA | 12.8 | 10.8 | 12.7 | 14.9 | 14.8 | NA | 14.7 | 14.3 | 10.9 | 12.6 | 20.0 | 15.1 | 25.7 | 9.7 | 12.5 | 5.5 | 13.0 | 13.2 | 8.5 | 9.3 | 11.3 | 21.8 | 19.0 |
| Treynor Ratio | NA | 0.23 | 0.19 | 0.13 | 0.02 | 0.08 | NA | 0.07 | 0.13 | 0.09 | 0.14 | -0.18 | 0.02 | 0.12 | 0.33 | -0.15 | 0.22 | 0.07 | -0.03 | 0.06 | 0.18 | 0.17 | -0.03 | 0.07 |
| Alpha | NA | 0.03 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.05 | -0.01 | 0.03 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.98 | 1.02 | 1.05 | 1.08 | 0.91 | NA | 0.93 | 1.01 | 1.16 | 1.11 | 1.1 | 1.07 | 0.79 | 0.72 | 0.62 | 0.88 | 1.03 | 1.01 | 0.84 | 0.89 | 0.85 | 0.98 | 1.01 |
| RSquared | NA | 0.88 | 0.9 | 0.8 | 0.82 | 0.71 | NA | 0.79 | 0.76 | 0.98 | 0.77 | 0.98 | 0.53 | 0.65 | 0.48 | 0.4 | 0.79 | 0.98 | 0.99 | 0.94 | 0.94 | 0.81 | 0.96 | 0.94 |
| Yield(%) | N/A | 0.0 | 6.2 | 7.7 | 4.8 | 6.7 | 6.6 | N/A | 6.5 | 11.2 | 5.1 | 1.0 | 6.5 | 1.0 | 7.5 | 11.4 | 15.2 | 1.8 | 9.1 | 13.5 | 8.3 | 4.6 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -40.1 | 134.3 | -21.3 | N/A | N/A | N/A | -40.1 | 147.1 | 305.0 | -84.8 | 617.5 | -84.7 | -46.8 | -21.6 | 827.1 | -83.1 | -38.2 | 71.0 | 100.5 | 153.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2010
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