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LPVAX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES (MUTUAL FUND)
Basic Info 24.54 0(0.0%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 07/06/2010 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.73% |
| Expenses | 0.59% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 13.2 | 28.6 | 21.5 | 9.1 | 11.2 | 9.5 | 10.8 | 20.6 | 16.6 | 22.1 | -19.9 | 11.7 | 14.1 | 26.1 | -8.6 | 19.2 | 8.5 | -2.8 | 1.7 | 25.3 | 16.1 | -4.4 | 25.4 |
| Sharpe Ratio | NA | 1.83 | 1.92 | 1.16 | 0.39 | 0.57 | NA | 0.59 | 0.97 | 0.95 | 1.37 | -0.94 | 0.83 | 0.5 | 2.37 | -0.74 | 2.97 | 0.59 | -0.2 | 0.16 | 2.18 | 1.2 | -0.17 | 3.31 |
| Draw Down(%) | NA | 9.9 | 9.9 | 17.2 | 31.6 | 34.3 | NA | 34.3 | 17.2 | 8.4 | 11.5 | 27.9 | 6.1 | 34.3 | 6.3 | 17.9 | 3.3 | 11.6 | 13.3 | 8.4 | 7.7 | 11.8 | 22.2 | 7.0 |
| Standard Deviation(%) | NA | 17.2 | 14.1 | 15.6 | 17.0 | 16.5 | NA | 16.4 | 18.3 | 13.6 | 13.6 | 22.6 | 14.2 | 27.6 | 10.4 | 13.6 | 6.3 | 14.0 | 14.1 | 10.7 | 11.6 | 13.4 | 25.9 | 17.4 |
| Treynor Ratio | NA | 0.26 | 0.24 | 0.19 | 0.07 | 0.13 | NA | 0.12 | 0.19 | 0.14 | 0.21 | -0.23 | 0.13 | 0.24 | 0.43 | -0.21 | 0.26 | 0.08 | -0.03 | 0.02 | 0.27 | 0.17 | -0.04 | 0.52 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | NA | -0.01 | 0.01 | -0.02 | 0.0 | -0.02 | -0.05 | 0.01 | 0.03 | -0.03 | 0.01 | -0.01 | -0.02 | -0.04 | -0.01 | 0.01 | -0.02 | -0.01 |
| Beta | NA | 1.21 | 1.11 | 0.96 | 0.93 | 0.75 | NA | 0.82 | 0.94 | 0.91 | 0.88 | 0.91 | 0.91 | 0.59 | 0.57 | 0.48 | 0.72 | 1.01 | 0.88 | 0.86 | 0.94 | 0.94 | 1.07 | 1.12 |
| RSquared | NA | 0.89 | 0.88 | 0.83 | 0.86 | 0.67 | NA | 0.74 | 0.93 | 0.73 | 0.72 | 0.95 | 0.72 | 0.54 | 0.47 | 0.37 | 0.59 | 0.9 | 0.94 | 0.84 | 0.81 | 0.79 | 0.94 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.0 | 9.5 | 3.3 | 1.0 | 6.8 | 1.1 | 5.6 | 8.6 | 9.0 | 1.6 | 3.4 | 7.8 | 5.6 | 1.6 | 1.8 | 7.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -31.2 | 236.9 | 154.4 | -84.0 | 597.7 | -76.3 | -46.1 | 4.4 | 510.8 | -56.5 | -57.2 | 55.5 | 302.2 | -14.2 | -69.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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