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LPSDX: BLACKROCK LIFEPATH DYNAMIC 2030 FUND CLASS K (MUTUAL FUND)
Basic Info 15.64 0.05(0.32%) June 04
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 06/03/2008 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 4.58% |
| Expenses | 0.34% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 7.3 | 16.4 | 13.7 | 6.5 | 9.0 | 7.9 | 6.4 | 13.9 | 10.6 | 15.6 | -15.6 | 11.7 | 7.9 | 17.6 | 3.5 | 16.2 | 9.0 | -1.7 | 5.7 | 14.1 | 13.4 | -0.2 | 11.1 | 21.9 | -31.4 |
| Sharpe Ratio | NA | 1.66 | 1.85 | 1.11 | 0.36 | 0.61 | NA | 0.37 | 1.07 | 0.83 | 1.24 | -1.09 | 1.36 | 0.38 | 1.26 | 0.15 | 3.43 | 0.85 | -0.16 | 0.81 | 1.75 | 1.43 | -0.01 | 0.75 | 0.96 | -1.19 |
| Draw Down(%) | NA | 5.5 | 5.5 | 9.5 | 22.3 | 28.9 | NA | 46.5 | 9.5 | 4.5 | 9.1 | 22.0 | 3.8 | 28.9 | 9.6 | 12.9 | 1.3 | 8.1 | 10.3 | 5.5 | 6.4 | 7.9 | 15.3 | 12.3 | 22.9 | 43.6 |
| Standard Deviation(%) | NA | 9.6 | 7.9 | 9.5 | 10.9 | 12.1 | NA | 14.7 | 10.4 | 8.5 | 9.7 | 15.7 | 8.6 | 20.2 | 12.8 | 14.1 | 4.5 | 10.3 | 10.4 | 6.9 | 8.0 | 9.4 | 18.1 | 14.7 | 22.6 | 40.7 |
| Treynor Ratio | NA | 0.17 | 0.15 | 0.11 | 0.04 | 0.09 | NA | 0.06 | 0.12 | 0.07 | 0.11 | -0.17 | 0.12 | 0.11 | 0.34 | 0.04 | 0.19 | 0.09 | -0.02 | 0.07 | 0.16 | 0.17 | 0.0 | 0.12 | 0.23 | -0.51 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.03 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 0.94 | 0.96 | 0.98 | 1.0 | 0.83 | NA | 0.9 | 0.91 | 1.07 | 1.05 | 1.02 | 0.98 | 0.72 | 0.47 | 0.51 | 0.83 | 0.99 | 0.97 | 0.82 | 0.88 | 0.82 | 0.92 | 0.94 | 0.97 | 0.95 |
| RSquared | NA | 0.96 | 0.94 | 0.84 | 0.91 | 0.59 | NA | 0.82 | 0.75 | 0.97 | 0.85 | 0.98 | 0.91 | 0.59 | 0.08 | 0.13 | 0.68 | 0.96 | 0.98 | 0.93 | 0.93 | 0.82 | 0.95 | 0.95 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.8 | 7.7 | 3.8 | 1.8 | 16.4 | 4.4 | 7.5 | 11.5 | 14.0 | 3.0 | 8.7 | 13.9 | 8.8 | 5.3 | 3.3 | 1.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -36.3 | 124.8 | 74.8 | -89.5 | 299.2 | -32.3 | -45.5 | -15.3 | 392.1 | -69.3 | -42.1 | 63.0 | 80.5 | 54.4 | 235.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/02/2008
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