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LPRRX: BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 10.22 0(0.0%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 05/03/2010 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 4.58% |
| 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 | Since 05/03/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 5.7 | 13.5 | 10.5 | 2.0 | 4.6 | 4.3 | 4.4 | 11.5 | 8.0 | 11.8 | -15.6 | -4.1 | 7.4 | 16.2 | -4.1 | 11.1 | 5.2 | -2.1 | -0.9 | 11.1 | 8.2 | 3.4 | 2.9 |
| Sharpe Ratio | NA | 1.46 | 1.69 | 0.81 | -0.05 | 0.33 | NA | 0.41 | 1.03 | 0.63 | 0.69 | -1.41 | -0.42 | 0.54 | 3.15 | -0.91 | 3.63 | 0.89 | -0.39 | -0.14 | 1.54 | 1.72 | 0.38 | 0.52 |
| Draw Down(%) | NA | 4.7 | 4.7 | 8.0 | 27.5 | 27.5 | NA | 27.5 | 7.5 | 3.4 | 8.0 | 20.6 | 8.7 | 19.0 | 2.0 | 8.6 | 1.2 | 3.6 | 6.9 | 6.0 | 5.2 | 3.6 | 6.8 | 5.6 |
| Standard Deviation(%) | NA | 8.0 | 6.7 | 9.4 | 10.1 | 8.9 | NA | 8.2 | 8.4 | 6.9 | 11.9 | 12.1 | 9.9 | 13.2 | 4.7 | 6.0 | 2.9 | 5.6 | 5.5 | 6.4 | 7.2 | 4.7 | 8.8 | 8.0 |
| Treynor Ratio | NA | 0.09 | 0.09 | 0.06 | 0.0 | 0.02 | NA | 0.03 | 0.06 | 0.03 | 0.07 | -0.13 | -0.03 | 0.07 | 0.15 | -0.06 | 0.11 | 0.04 | -0.02 | -0.01 | 0.09 | 0.07 | 0.02 | 0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.04 | -0.01 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.03 | 0.01 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 1.27 | 1.3 | 1.31 | 1.33 | 1.2 | NA | 1.23 | 1.38 | 1.35 | 1.25 | 1.36 | 1.35 | 1.03 | 0.98 | 0.88 | 0.98 | 1.28 | 1.26 | 1.27 | 1.25 | 1.2 | 1.37 | 1.33 |
| RSquared | NA | 0.93 | 0.9 | 0.57 | 0.64 | 0.61 | NA | 0.64 | 0.75 | 0.9 | 0.36 | 0.95 | 0.33 | 0.56 | 0.45 | 0.39 | 0.57 | 0.93 | 0.94 | 0.41 | 0.44 | 0.85 | 0.88 | 0.9 |
| Yield(%) | N/A | 0.0 | 4.6 | 7.6 | 4.2 | 4.6 | 4.7 | N/A | 4.7 | 10.7 | 8.3 | 0.4 | 3.1 | 1.6 | 2.5 | 8.0 | 9.0 | 0.8 | 4.8 | 9.7 | 6.4 | 4.8 | 4.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -56.9 | 279.2 | 7.7 | N/A | N/A | N/A | -56.9 | 33.0 | 1460.4 | -86.4 | 102.3 | -28.7 | -72.0 | -9.8 | 1078.0 | -84.4 | -53.7 | 50.8 | 38.7 | -3.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2010
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