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
LPVKX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES (MUTUAL FUND)
Basic Info 25.42 0(0.0%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 07/06/2010 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.00% |
| Expenses | 0.59% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
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 | 13.4 | 29.7 | 21.5 | 11.1 | 12.7 | 10.7 | 12.0 | 21.2 | 17.4 | 22.4 | -18.5 | 18.7 | 15.7 | 26.7 | -8.2 | 21.7 | 8.9 | -2.2 | 2.3 | 26.5 | 16.9 | -3.7 | 25.7 |
| Sharpe Ratio | NA | 1.87 | 1.94 | 1.2 | 0.51 | 0.67 | NA | 0.67 | 0.99 | 1.05 | 1.38 | -0.88 | 1.48 | 0.56 | 2.43 | -0.71 | 3.53 | 0.62 | -0.16 | 0.21 | 2.28 | 1.26 | -0.14 | 3.36 |
| Draw Down(%) | NA | 9.9 | 9.9 | 17.2 | 26.8 | 34.3 | NA | 34.3 | 17.2 | 8.4 | 11.5 | 26.8 | 5.4 | 34.3 | 6.3 | 17.5 | 1.6 | 11.6 | 13.1 | 8.5 | 7.6 | 11.8 | 21.9 | 6.9 |
| Standard Deviation(%) | NA | 17.2 | 14.2 | 15.7 | 16.8 | 16.4 | NA | 16.3 | 18.5 | 13.2 | 13.7 | 22.6 | 12.6 | 27.6 | 10.4 | 13.5 | 6.0 | 14.0 | 14.0 | 10.7 | 11.6 | 13.5 | 25.8 | 17.4 |
| Treynor Ratio | NA | 0.27 | 0.25 | 0.2 | 0.09 | 0.15 | NA | 0.13 | 0.22 | 0.14 | 0.2 | -0.22 | 0.21 | 0.26 | 0.44 | -0.2 | 0.29 | 0.09 | -0.02 | 0.03 | 0.28 | 0.18 | -0.03 | 0.52 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.02 | 0.03 | -0.03 | 0.02 | -0.01 | -0.01 | -0.03 | -0.01 | 0.01 | -0.02 | 0.0 |
| Beta | NA | 1.2 | 1.1 | 0.93 | 0.92 | 0.74 | NA | 0.82 | 0.83 | 0.98 | 0.96 | 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 | 0.86 | 0.77 | 0.85 | 0.68 | NA | 0.74 | 0.7 | 0.89 | 0.83 | 0.95 | 0.9 | 0.54 | 0.47 | 0.37 | 0.65 | 0.9 | 0.94 | 0.84 | 0.8 | 0.79 | 0.94 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.3 | 9.7 | 3.8 | 2.1 | 13.1 | 2.4 | 6.0 | 8.9 | 11.3 | 1.9 | 3.9 | 8.1 | 5.8 | 2.2 | 2.3 | 7.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -29.4 | 204.9 | 42.6 | -83.0 | 520.8 | -52.4 | -43.9 | -13.1 | 531.3 | -54.4 | -52.7 | 57.7 | 208.5 | -12.4 | -61.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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 2051+ Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051+
Best Mutual Funds
- JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) (100%)
- LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) (98%)
- LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) (97%)
- TRRNX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND) (93%)
- FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) (92%)
- LPVKX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES) (90%)
- LPVAX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES) (89%)
- LPVRX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES) (87%)
- LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) (85%)
- LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) (84%)
Latest Articles Related to LPVKX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
