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
LPRPX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 28.04 0(0.0%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (63%) |
| Start Date: | 05/03/2010 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.36% |
| 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 | Since 05/03/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 12.4 | 27.3 | 19.9 | 7.7 | 10.4 | 8.9 | 8.8 | 19.5 | 16.0 | 21.4 | -19.8 | 7.3 | 12.7 | 25.9 | -8.6 | 21.3 | 8.4 | -2.8 | 5.1 | 19.2 | 15.6 | -4.3 | 4.6 |
| Sharpe Ratio | NA | 1.81 | 1.88 | 1.14 | 0.31 | 0.53 | NA | 0.48 | 0.94 | 0.96 | 1.31 | -0.95 | 0.49 | 0.45 | 2.36 | -0.74 | 3.45 | 0.59 | -0.2 | 0.54 | 1.84 | 1.22 | -0.17 | 0.31 |
| Draw Down(%) | NA | 9.5 | 9.5 | 16.6 | 33.1 | 34.5 | NA | 34.5 | 16.6 | 8.1 | 11.6 | 27.9 | 7.6 | 34.5 | 6.3 | 18.0 | 1.6 | 11.6 | 13.4 | 7.7 | 7.5 | 11.2 | 21.7 | 14.9 |
| Standard Deviation(%) | NA | 16.3 | 13.5 | 15.1 | 16.8 | 16.4 | NA | 16.3 | 17.7 | 12.9 | 13.6 | 22.3 | 14.8 | 27.7 | 10.4 | 13.6 | 6.0 | 14.0 | 14.0 | 9.5 | 10.4 | 12.9 | 25.1 | 21.6 |
| Treynor Ratio | NA | 0.26 | 0.24 | 0.19 | 0.06 | 0.12 | NA | 0.1 | 0.21 | 0.13 | 0.19 | -0.24 | 0.08 | 0.21 | 0.43 | -0.21 | 0.29 | 0.08 | -0.03 | 0.06 | 0.21 | 0.17 | -0.04 | 0.06 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | NA | -0.01 | 0.02 | -0.03 | -0.01 | -0.02 | -0.06 | 0.01 | 0.03 | -0.03 | 0.02 | -0.01 | -0.02 | -0.02 | -0.03 | 0.01 | -0.02 | -0.01 |
| Beta | NA | 1.14 | 1.05 | 0.89 | 0.9 | 0.74 | NA | 0.81 | 0.79 | 0.96 | 0.95 | 0.9 | 0.92 | 0.59 | 0.57 | 0.48 | 0.73 | 1.01 | 0.88 | 0.8 | 0.89 | 0.91 | 1.04 | 1.06 |
| RSquared | NA | 0.89 | 0.86 | 0.77 | 0.82 | 0.66 | NA | 0.74 | 0.7 | 0.89 | 0.83 | 0.95 | 0.67 | 0.55 | 0.47 | 0.37 | 0.65 | 0.9 | 0.94 | 0.91 | 0.9 | 0.8 | 0.94 | 0.93 |
| Yield(%) | N/A | 0.0 | 6.3 | 7.8 | 5.0 | 6.6 | 6.6 | N/A | 6.7 | 12.4 | 3.0 | 1.1 | 7.2 | 0.9 | 6.9 | 12.2 | 6.3 | 1.5 | 7.8 | 13.7 | 7.6 | 3.8 | 3.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -43.7 | 127.8 | 16.1 | N/A | N/A | N/A | -43.7 | 379.4 | 118.9 | -84.5 | 833.7 | -85.2 | -55.4 | 121.2 | 348.3 | -82.8 | -47.2 | 95.3 | 128.0 | -0.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2010
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%)
