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LIHIX: BlackRock LifePath Idx 2045 Prt Inst Cl (MUTUAL FUND)
Basic Info 28.49 0(0.0%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 06/01/2011 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 3.08% |
| Expenses | 0.39% |
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Performance Analytics (As of 06/05/2026)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 10.9 | 25.3 | 18.5 | 9.3 | 11.4 | 9.9 | 9.9 | 19.0 | 14.3 | 20.3 | -18.1 | 17.7 | 14.6 | 26.1 | -7.6 | 20.0 | 8.9 | -0.7 | 7.3 | 19.9 | 15.6 | -8.8 |
| Sharpe Ratio | NA | 1.88 | 2.07 | 1.21 | 0.47 | 0.62 | NA | 0.57 | 1.11 | 0.99 | 1.4 | -0.93 | 1.5 | 0.46 | 2.34 | -0.65 | 3.14 | 0.63 | -0.05 | 0.82 | 2.02 | 1.32 | -0.51 |
| Draw Down(%) | NA | 8.3 | 8.3 | 14.5 | 25.9 | 33.3 | NA | 33.3 | 14.5 | 6.8 | 11.0 | 25.7 | 5.2 | 33.3 | 5.9 | 16.8 | 1.8 | 10.8 | 12.5 | 6.9 | 7.0 | 10.4 | 19.9 |
| Standard Deviation(%) | NA | 13.1 | 10.9 | 12.6 | 14.5 | 15.8 | NA | 15.5 | 14.6 | 10.8 | 11.9 | 21.0 | 11.8 | 30.9 | 10.5 | 13.7 | 6.2 | 13.8 | 14.2 | 9.0 | 9.8 | 11.9 | 28.2 |
| Treynor Ratio | NA | 0.26 | 0.23 | 0.14 | 0.06 | 0.1 | NA | 0.09 | 0.15 | 0.1 | 0.16 | -0.18 | 0.17 | 0.14 | 0.57 | -0.1 | 0.2 | 0.08 | -0.01 | 0.08 | 0.21 | 0.18 | -0.14 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 |
| Beta | NA | 0.94 | 0.97 | 1.05 | 1.06 | 0.99 | NA | 0.99 | 1.08 | 1.07 | 1.08 | 1.07 | 1.02 | 1.06 | 0.44 | 0.87 | 0.98 | 1.07 | 1.08 | 0.9 | 0.94 | 0.89 | 1.03 |
| RSquared | NA | 0.9 | 0.93 | 0.96 | 0.98 | 0.91 | NA | 0.92 | 0.99 | 0.99 | 0.94 | 1.0 | 0.91 | 0.98 | 0.33 | 0.87 | 0.86 | 0.98 | 0.99 | 0.97 | 0.95 | 0.81 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.2 | 2.5 | 2.6 | 1.6 | 2.7 | 1.8 | 4.1 | 2.2 | 2.7 | 2.2 | 3.0 | 3.1 | 3.6 | 2.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 43.6 | 14.7 | 28.0 | -30.0 | 63.5 | -45.2 | 66.7 | -4.3 | 33.8 | -31.1 | 2.5 | -5.0 | 88.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2011
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