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LPVIX: BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 24.84 0(0.0%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 07/06/2010 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.89% |
| Expenses | 0.59% |
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Performance Analytics (As of 06/05/2026)
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 | 13.3 | 29.3 | 21.2 | 10.8 | 12.3 | 10.3 | 11.6 | 20.9 | 17.0 | 22.2 | -18.8 | 18.4 | 15.5 | 26.5 | -8.4 | 19.5 | 8.8 | -2.6 | 2.0 | 25.6 | 16.5 | -4.0 | 25.5 |
| Sharpe Ratio | NA | 1.85 | 1.92 | 1.18 | 0.49 | 0.65 | NA | 0.65 | 0.98 | 1.01 | 1.36 | -0.9 | 1.46 | 0.55 | 2.41 | -0.72 | 3.01 | 0.62 | -0.19 | 0.18 | 2.22 | 1.22 | -0.16 | 3.32 |
| Draw Down(%) | NA | 9.9 | 9.9 | 17.2 | 27.0 | 34.3 | NA | 34.3 | 17.2 | 8.5 | 11.5 | 27.0 | 5.5 | 34.3 | 6.3 | 17.8 | 3.3 | 11.5 | 13.3 | 8.5 | 7.7 | 11.9 | 22.1 | 7.0 |
| Standard Deviation(%) | NA | 17.2 | 14.2 | 15.7 | 16.9 | 16.4 | NA | 16.3 | 18.5 | 13.2 | 13.7 | 22.6 | 12.6 | 27.6 | 10.4 | 13.6 | 6.3 | 14.0 | 14.0 | 10.6 | 11.5 | 13.5 | 25.9 | 17.4 |
| Treynor Ratio | NA | 0.26 | 0.25 | 0.2 | 0.09 | 0.14 | NA | 0.13 | 0.22 | 0.14 | 0.2 | -0.22 | 0.2 | 0.26 | 0.44 | -0.2 | 0.26 | 0.09 | -0.03 | 0.02 | 0.27 | 0.17 | -0.04 | 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 | 0.01 | -0.01 | -0.02 | -0.04 | -0.01 | 0.01 | -0.02 | -0.01 |
| Beta | NA | 1.21 | 1.11 | 0.93 | 0.92 | 0.74 | NA | 0.82 | 0.83 | 0.99 | 0.96 | 0.91 | 0.91 | 0.59 | 0.57 | 0.48 | 0.72 | 1.01 | 0.87 | 0.85 | 0.94 | 0.95 | 1.07 | 1.12 |
| RSquared | NA | 0.89 | 0.86 | 0.77 | 0.85 | 0.67 | NA | 0.74 | 0.7 | 0.89 | 0.83 | 0.94 | 0.9 | 0.55 | 0.47 | 0.37 | 0.59 | 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 | 6.2 | 9.6 | 3.6 | 2.0 | 13.0 | 2.2 | 5.9 | 8.7 | 9.2 | 1.8 | 3.6 | 8.0 | 5.8 | 1.9 | 2.1 | 7.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -30.0 | 217.1 | 40.4 | -83.6 | 575.2 | -55.4 | -44.0 | 3.5 | 457.4 | -54.1 | -55.8 | 55.0 | 255.4 | -16.5 | -64.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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