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
LPSGX: BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K (MUTUAL FUND)
Basic Info 28.9 0.13(0.45%) June 04
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 07/01/2008 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.90% |
| Expenses | 0.34% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
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(%) | 0.4 | 12.8 | 27.8 | 21.4 | 10.7 | 12.5 | 10.5 | 9.1 | 20.3 | 16.5 | 22.6 | -18.5 | 18.4 | 9.7 | 19.9 | 2.0 | 21.9 | 9.5 | -2.1 | 6.0 | 20.2 | 16.5 | -3.4 | 13.8 | 30.9 | -32.3 |
| Sharpe Ratio | NA | 1.87 | 1.94 | 1.19 | 0.5 | 0.63 | NA | 0.4 | 0.99 | 1.0 | 1.4 | -0.89 | 1.47 | 0.34 | 1.16 | 0.03 | 3.55 | 0.66 | -0.15 | 0.63 | 1.94 | 1.29 | -0.14 | 0.69 | 1.04 | -0.94 |
| Draw Down(%) | NA | 9.4 | 9.4 | 16.5 | 26.9 | 35.9 | NA | 50.3 | 16.5 | 8.1 | 11.5 | 26.8 | 5.4 | 35.9 | 11.5 | 17.4 | 1.6 | 11.5 | 13.1 | 7.6 | 7.4 | 11.1 | 21.4 | 15.9 | 28.8 | 46.3 |
| Standard Deviation(%) | NA | 16.3 | 13.5 | 15.1 | 16.5 | 17.1 | NA | 20.1 | 17.7 | 12.9 | 13.7 | 22.4 | 12.5 | 28.2 | 15.9 | 18.0 | 6.0 | 14.0 | 14.1 | 9.5 | 10.4 | 12.9 | 25.1 | 19.9 | 29.7 | 58.1 |
| Treynor Ratio | NA | 0.27 | 0.25 | 0.2 | 0.09 | 0.15 | NA | 0.09 | 0.22 | 0.13 | 0.2 | -0.22 | 0.2 | 0.16 | 0.5 | 0.02 | 0.29 | 0.09 | -0.02 | 0.08 | 0.23 | 0.18 | -0.03 | 0.13 | 0.29 | -0.51 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | NA | -0.01 | 0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.03 | 0.02 | 0.02 | -0.01 | -0.01 | -0.02 | -0.03 | 0.01 | -0.02 | -0.01 | 0.01 | -0.02 |
| Beta | NA | 1.14 | 1.05 | 0.89 | 0.9 | 0.72 | NA | 0.89 | 0.79 | 0.96 | 0.95 | 0.9 | 0.9 | 0.59 | 0.37 | 0.39 | 0.72 | 1.02 | 0.88 | 0.79 | 0.89 | 0.9 | 1.04 | 1.06 | 1.08 | 1.07 |
| RSquared | NA | 0.89 | 0.85 | 0.77 | 0.85 | 0.57 | NA | 0.77 | 0.69 | 0.88 | 0.83 | 0.95 | 0.9 | 0.53 | 0.09 | 0.13 | 0.65 | 0.91 | 0.94 | 0.91 | 0.9 | 0.8 | 0.94 | 0.92 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.2 | 12.8 | 3.7 | 2.1 | 17.4 | 2.7 | 7.5 | 12.6 | 7.0 | 2.4 | 8.6 | 14.5 | 8.4 | 4.6 | 4.2 | 2.9 | 5.4 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -40.4 | 304.6 | 40.5 | -87.7 | 599.5 | -56.1 | -53.0 | 107.6 | 212.4 | -75.1 | -45.4 | 87.4 | 109.3 | -1.7 | 61.5 | -33.4 | 447.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2008
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%)
Latest Articles Related to LPSGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
