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LPSAX: BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND CLASS K (MUTUAL FUND)
Basic Info 10.24 0.17(1.63%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 06/03/2008 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.28% |
| Expenses | 1.04% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/03/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 4.3 | 12.4 | 10.7 | 2.4 | 5.2 | 5.0 | 4.5 | 12.2 | 8.7 | 12.6 | -15.0 | -3.4 | 6.6 | 11.9 | 2.5 | 11.7 | 6.4 | -1.3 | -0.2 | 12.3 | 9.0 | 4.3 | 8.2 | 14.6 | -17.7 |
| Sharpe Ratio | NA | 1.54 | 1.8 | 0.9 | 0.03 | 0.39 | NA | 0.39 | 1.13 | 0.73 | 0.75 | -1.36 | -0.34 | 0.48 | 1.33 | 0.12 | 3.74 | 1.1 | -0.24 | -0.03 | 1.69 | 1.91 | 0.48 | 1.09 | 1.29 | -1.53 |
| Draw Down(%) | NA | 4.7 | 4.7 | 7.9 | 26.7 | 26.7 | NA | 27.0 | 7.4 | 3.5 | 7.9 | 20.2 | 8.2 | 18.9 | 6.3 | 8.6 | 1.2 | 3.6 | 6.7 | 6.1 | 5.1 | 3.5 | 6.6 | 6.0 | 12.1 | 26.4 |
| Standard Deviation(%) | NA | 8.2 | 6.7 | 9.4 | 10.1 | 9.4 | NA | 9.2 | 8.3 | 6.9 | 12.0 | 12.1 | 9.9 | 13.3 | 7.8 | 9.1 | 3.0 | 5.6 | 5.5 | 6.5 | 7.3 | 4.7 | 8.7 | 7.5 | 11.2 | 19.1 |
| Treynor Ratio | NA | 0.1 | 0.09 | 0.06 | 0.0 | 0.03 | NA | 0.03 | 0.07 | 0.04 | 0.07 | -0.12 | -0.03 | 0.06 | 0.16 | 0.01 | 0.11 | 0.05 | -0.01 | 0.0 | 0.1 | 0.08 | 0.03 | 0.06 | 0.11 | -0.22 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.04 | -0.01 | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | -0.03 | 0.02 | 0.0 | -0.01 | -0.02 | -0.01 | -0.02 |
| Beta | NA | 1.29 | 1.3 | 1.31 | 1.33 | 1.19 | NA | 1.25 | 1.36 | 1.35 | 1.25 | 1.36 | 1.35 | 1.03 | 0.67 | 0.79 | 0.99 | 1.29 | 1.25 | 1.28 | 1.23 | 1.2 | 1.35 | 1.33 | 1.3 | 1.33 |
| RSquared | NA | 0.93 | 0.9 | 0.57 | 0.64 | 0.53 | NA | 0.66 | 0.75 | 0.9 | 0.36 | 0.95 | 0.33 | 0.55 | 0.08 | 0.13 | 0.56 | 0.94 | 0.94 | 0.4 | 0.42 | 0.85 | 0.86 | 0.89 | 0.94 | 0.96 |
| Yield(%) | N/A | 0.0 | 5.3 | 8.1 | 4.7 | 5.2 | 5.3 | N/A | 5.5 | 11.3 | 8.9 | 0.7 | 3.8 | 2.3 | 3.1 | 8.6 | 9.6 | 1.8 | 5.6 | 10.7 | 7.2 | 5.4 | 5.7 | 1.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -52.6 | 208.3 | 3.9 | N/A | N/A | N/A | -52.6 | 30.3 | 906.2 | -81.4 | 75.8 | -17.1 | -68.2 | -9.3 | 458.1 | -69.8 | -50.7 | 46.9 | 39.6 | -7.4 | 418.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/2008
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