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LPSFX: BLACKROCK LIFEPATH DYNAMIC 2040 FUND CLASS K (MUTUAL FUND)
Basic Info 20.95 0.08(0.38%) June 04
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 06/03/2008 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.67% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 10.2 | 22.2 | 17.9 | 9.0 | 11.3 | 9.5 | 7.6 | 17.2 | 14.2 | 19.6 | -16.9 | 16.3 | 8.5 | 20.7 | 1.9 | 20.7 | 9.1 | -1.9 | 5.8 | 17.4 | 15.1 | -2.0 | 12.4 | 24.6 | -35.2 |
| Sharpe Ratio | NA | 1.8 | 1.9 | 1.15 | 0.45 | 0.62 | NA | 0.37 | 1.01 | 0.97 | 1.28 | -0.92 | 1.46 | 0.31 | 1.29 | 0.03 | 3.61 | 0.68 | -0.15 | 0.68 | 1.86 | 1.34 | -0.09 | 0.7 | 0.92 | -1.11 |
| Draw Down(%) | NA | 7.6 | 7.6 | 13.4 | 24.8 | 35.0 | NA | 51.6 | 13.4 | 6.6 | 10.4 | 24.7 | 4.7 | 35.0 | 10.6 | 16.3 | 1.5 | 10.7 | 12.4 | 6.6 | 6.9 | 9.6 | 18.6 | 14.2 | 26.2 | 48.0 |
| Standard Deviation(%) | NA | 13.0 | 10.8 | 12.7 | 14.2 | 15.4 | NA | 17.9 | 14.3 | 10.9 | 12.6 | 20.0 | 11.2 | 26.2 | 14.9 | 16.6 | 5.6 | 13.0 | 13.2 | 8.5 | 9.3 | 11.3 | 21.8 | 17.4 | 26.6 | 48.0 |
| Treynor Ratio | NA | 0.22 | 0.19 | 0.14 | 0.06 | 0.11 | NA | 0.07 | 0.14 | 0.09 | 0.14 | -0.17 | 0.16 | 0.1 | 0.39 | 0.01 | 0.23 | 0.09 | -0.02 | 0.07 | 0.19 | 0.18 | -0.02 | 0.12 | 0.23 | -0.5 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.03 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | -0.02 | -0.01 |
| Beta | NA | 1.08 | 1.08 | 1.07 | 1.09 | 0.89 | NA | 0.97 | 1.01 | 1.16 | 1.11 | 1.1 | 1.05 | 0.78 | 0.49 | 0.51 | 0.88 | 1.03 | 1.01 | 0.84 | 0.89 | 0.84 | 0.98 | 1.01 | 1.06 | 1.06 |
| RSquared | NA | 0.97 | 0.95 | 0.82 | 0.9 | 0.62 | NA | 0.82 | 0.76 | 0.98 | 0.77 | 0.98 | 0.91 | 0.62 | 0.1 | 0.15 | 0.78 | 0.98 | 0.99 | 0.94 | 0.94 | 0.81 | 0.96 | 0.95 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.0 | 11.5 | 5.7 | 1.9 | 19.9 | 4.8 | 8.0 | 11.9 | 15.6 | 2.6 | 9.8 | 14.3 | 9.2 | 5.4 | 2.5 | 1.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -37.2 | 128.1 | 144.2 | -90.8 | 345.9 | -29.0 | -45.3 | -20.6 | 554.6 | -77.1 | -37.0 | 63.8 | 90.9 | 103.1 | 165.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/02/2008
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