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BIPKX: BlackRock Lifecycle Prprd Prtfl 50 Cl I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/09/2007 |
| Last Dividend Date: | 08/05/2020 |
| 12-Mo. Yield | 23.48% |
| Expenses | 0.23% |
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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 | 9.0 | 5.0 | 7.8 | 8.3 | 5.1 | -0.3 | 22.6 | -9.6 | 16.4 | 12.1 | -3.1 | 5.0 | 23.3 | 14.5 | -2.7 | 13.6 | 31.2 | -38.5 | 5.0 |
| Sharpe Ratio | NA | 0.23 | 0.24 | 0.46 | 0.52 | 0.25 | -0.02 | 2.06 | -0.82 | 2.24 | 0.8 | -0.22 | 0.46 | 2.3 | 1.08 | -0.13 | 0.73 | 1.28 | -1.29 | 0.23 |
| Draw Down(%) | NA | 32.4 | 32.4 | 32.4 | 32.4 | 53.0 | 32.4 | 6.6 | 17.9 | 3.1 | 12.4 | 13.4 | 8.6 | 6.4 | 11.1 | 20.4 | 14.5 | 23.5 | 44.0 | 13.3 |
| Standard Deviation(%) | NA | 28.0 | 18.8 | 16.6 | 15.5 | 18.4 | 32.3 | 10.3 | 13.3 | 7.1 | 14.9 | 14.2 | 10.9 | 10.1 | 13.4 | 21.0 | 18.6 | 24.3 | 30.4 | 21.6 |
| Treynor Ratio | NA | 0.19 | 0.1 | 0.15 | 0.13 | 0.08 | -0.02 | 0.29 | -0.15 | 0.22 | 0.16 | -0.04 | 0.08 | 0.29 | 0.17 | -0.04 | 0.18 | 0.45 | -0.78 | 0.05 |
| Alpha | NA | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.0 | 0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.04 | -0.1 | 0.04 |
| Beta | NA | 0.34 | 0.45 | 0.5 | 0.6 | 0.61 | 0.33 | 0.74 | 0.73 | 0.74 | 0.76 | 0.81 | 0.61 | 0.79 | 0.86 | 0.75 | 0.76 | 0.7 | 0.51 | 0.95 |
| RSquared | NA | 0.18 | 0.31 | 0.34 | 0.46 | 0.49 | 0.17 | 0.81 | 0.88 | 0.49 | 0.45 | 0.8 | 0.41 | 0.75 | 0.67 | 0.69 | 0.55 | 0.61 | 0.46 | 0.64 |
| Yield(%) | N/A | 23.5 | 10.9 | 9.8 | 8.7 | N/A | 10.9 | 15.1 | 6.7 | 2.8 | 3.8 | 7.5 | 6.8 | 7.7 | 4.0 | 5.4 | 1.8 | 0.9 | 1.1 | 1.7 |
| Dividend Growth(%) | N/A | 234.2 | 96.5 | 97.2 | N/A | N/A | -20.9 | 86.6 | 182.2 | -22.0 | -54.4 | 6.2 | 0.5 | 118.3 | -32.7 | 248.6 | 148.3 | -50.8 | -30.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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