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BIPEX: BlackRock Lifecycle Prprd Prtfl 30 Cl I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/09/2007 |
| Last Dividend Date: | 08/05/2020 |
| 12-Mo. Yield | 24.46% |
| Expenses | 0.22% |
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Performance Analytics (As of 10/02/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/09/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -10.3 | -0.6 | 3.7 | 5.8 | 5.3 | -15.5 | 20.2 | -6.6 | 13.8 | 10.8 | -2.3 | 5.2 | 17.4 | 13.6 | -1.3 | 13.1 | 31.4 | -35.1 | 6.1 |
| Sharpe Ratio | NA | -0.44 | -0.08 | 0.24 | 0.42 | 0.21 | -0.67 | 2.58 | -0.81 | 2.43 | 0.94 | -0.22 | 0.64 | 2.22 | 1.2 | -0.08 | 0.82 | 1.47 | -1.32 | 0.37 |
| Draw Down(%) | NA | 24.4 | 24.4 | 24.4 | 24.4 | 47.8 | 24.4 | 3.8 | 13.0 | 2.8 | 8.9 | 10.9 | 6.5 | 5.6 | 9.1 | 17.0 | 12.3 | 20.8 | 40.5 | 12.0 |
| Standard Deviation(%) | NA | 26.5 | 16.8 | 14.3 | 13.1 | 15.8 | 30.7 | 7.3 | 9.9 | 5.4 | 11.1 | 10.8 | 8.2 | 7.8 | 11.5 | 17.1 | 15.9 | 21.3 | 27.2 | 18.6 |
| Treynor Ratio | NA | -0.3 | -0.03 | 0.06 | 0.08 | 0.05 | -0.54 | 0.23 | -0.09 | 0.19 | 0.15 | -0.03 | 0.09 | 0.23 | 0.17 | -0.02 | 0.17 | 0.45 | -0.65 | 0.07 |
| Alpha | NA | -0.05 | -0.01 | 0.0 | 0.01 | 0.01 | -0.08 | 0.02 | 0.0 | 0.01 | 0.03 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.05 | -0.08 | 0.05 |
| Beta | NA | 0.39 | 0.51 | 0.55 | 0.65 | 0.65 | 0.38 | 0.8 | 0.85 | 0.7 | 0.71 | 0.84 | 0.61 | 0.75 | 0.8 | 0.74 | 0.75 | 0.7 | 0.55 | 0.91 |
| RSquared | NA | 0.1 | 0.2 | 0.25 | 0.4 | 0.46 | 0.1 | 0.75 | 0.84 | 0.41 | 0.46 | 0.74 | 0.39 | 0.73 | 0.58 | 0.7 | 0.53 | 0.59 | 0.49 | 0.61 |
| Yield(%) | N/A | 24.5 | 11.8 | 10.3 | 8.9 | N/A | 16.7 | 9.5 | 7.4 | 4.0 | 3.5 | 9.5 | 8.4 | 9.7 | 4.3 | 7.4 | 1.7 | 1.7 | 0.9 | 1.5 |
| Dividend Growth(%) | N/A | 222.6 | 72.4 | 61.2 | N/A | N/A | 96.1 | 9.0 | 110.6 | 21.2 | -67.8 | 8.9 | -8.1 | 149.4 | -46.4 | 394.5 | 30.4 | 19.1 | -37.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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