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STLCX: BLACKROCK LIFEPATH DYNAMIC 2020 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/30/1994 |
| Last Dividend Date: | 11/13/2019 |
| 12-Mo. Yield | 7.52% |
| Expenses | 0.67% |
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Performance Analytics (As of 03/05/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/1994 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 8.1 | 6.9 | 5.1 | 6.4 | 5.1 | 4.1 | 6.6 | 0.0 | 15.3 | -3.9 | 13.1 | 6.6 | -1.8 | 5.0 | 9.7 | 11.0 | 1.5 | 10.9 | 22.7 | -25.4 | 3.3 | 13.0 | 6.3 | 9.1 | 20.6 | -12.6 | -6.4 | -3.8 | 14.2 | 19.6 | 21.2 | 13.2 | 25.2 | 0.8 |
| Sharpe Ratio | NA | 0.72 | 0.8 | 0.62 | 0.73 | NA | NA | 0.44 | 0.0 | 1.41 | -0.79 | 3.84 | 0.9 | -0.25 | 0.97 | 1.51 | 1.56 | 0.11 | 0.95 | 1.26 | -1.01 | 0.02 | 1.21 | 0.59 | 1.06 | 1.96 | -0.8 | -0.68 | -0.57 | 0.99 | 1.23 | 1.79 | 1.18 | 3.57 | -0.35 |
| Draw Down(%) | NA | 5.7 | 9.1 | 10.4 | 11.2 | NA | NA | 40.7 | 0.0 | 5.7 | 9.1 | 1.2 | 5.2 | 8.2 | 4.2 | 5.7 | 5.9 | 11.2 | 8.9 | 18.8 | 37.0 | 7.1 | 6.8 | 4.4 | 6.1 | 8.9 | 22.3 | 19.3 | 9.9 | 6.7 | 13.5 | 5.7 | 5.0 | 3.3 | 4.3 |
| Standard Deviation(%) | NA | 9.4 | 7.1 | 7.1 | 8.1 | NA | NA | 11.2 | NA | 9.8 | 6.7 | 3.2 | 7.1 | 7.3 | 5.2 | 6.4 | 7.1 | 13.4 | 11.4 | 18.0 | 26.0 | 10.6 | 8.0 | 6.9 | 7.7 | 10.1 | 17.1 | 13.2 | 13.9 | 11.0 | 13.1 | 9.8 | 8.0 | 6.0 | 6.7 |
| Treynor Ratio | NA | 5.56 | 1.86 | 0.69 | 0.35 | NA | NA | 0.13 | NA | 9.77 | -0.5 | 0.17 | 0.07 | -0.02 | 0.07 | 0.11 | 0.14 | 0.02 | 0.12 | 0.24 | -0.28 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.03 | 0.02 | 0.02 | 0.02 | NA | NA | 0.02 | 0.0 | 0.05 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.01 | 0.03 | 0.06 | 0.17 | NA | NA | 0.37 | 0.0 | 0.01 | 0.11 | 0.73 | 0.86 | 0.85 | 0.77 | 0.86 | 0.79 | 0.87 | 0.91 | 0.94 | 0.92 | 0.93 | 0.97 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.02 | 0.05 | 0.17 | NA | NA | 0.21 | 0.0 | 0.01 | 0.12 | 0.67 | 0.97 | 0.97 | 0.9 | 0.92 | 0.86 | 0.97 | 0.95 | 0.99 | 0.99 | 0.97 | 0.42 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 7.5 | 7.3 | 6.0 | 6.5 | 5.3 | 4.3 | N/A | 0.0 | 8.0 | 8.7 | 5.6 | 1.6 | 7.5 | 11.6 | 7.5 | 3.1 | 5.8 | 1.9 | 3.4 | 2.5 | 6.2 | 2.6 | 2.1 | 1.3 | 1.6 | 1.5 | 1.6 | 6.7 | 12.1 | 8.0 | 6.6 | 2.7 | 3.1 | 2.6 |
| Dividend Growth(%) | N/A | -19.5 | 0.3 | -2.1 | 108.1 | N/A | N/A | N/A | -100.0 | -19.5 | 65.8 | 265.3 | -80.4 | -39.7 | 57.0 | 166.5 | -50.3 | 240.0 | -35.9 | -0.2 | -60.5 | 163.4 | 28.3 | 71.3 | -0.5 | -8.3 | -14.2 | -78.5 | -43.9 | 66.9 | 41.5 | 169.3 | 5.4 | 16.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1994
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