Nasdaq - Delayed Quote • USD
BlackRock LifePath Dynamic 2020 Fund Class K Shares (LPSCX)
At close: March 5 at 8:01 PM EST
Fund Summary
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund invests all of its assets in the 2020 Master Portfolio, a separate mutual fund with a substantially identical investment objective, which allocates and reallocates its assets among a combination of equity, bond and money market funds (the "underlying funds"), direct investments in equity securities of issuers that are primarily engaged in or related to the real estate industry ("real estate-related equity securities") and derivatives in proportions based on its own comprehensive investment strategy.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.14% |
| Worst 1Y Total Return | -3.71% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 5.16% |
| 5y Average Return | 5.14% |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LPSCX | Category Average | LPSCX | Category Average | LPSCX | Category Average | |
| Alpha | 0.73 | 0 | 0.39 | 0 | 0.05 | 0 |
| BETA | 0.84 | 0.01 | 0.85 | 0.01 | 0.92 | 0.01 |
| Mean Annual Return | 0.68 | 0.01 | 0.48 | 0.01 | 0.61 | 0.01 |
| R-squared | 95.32 | 0.96 | 96.36 | 0.96 | 97.25 | 0.95 |
| Standard Deviation | 5.79 | 0.09 | 5.99 | 0.08 | 7.2 | 0.08 |
| Sharpe Ratio | 1.11 | 0.01 | 0.79 | 0.01 | 0.94 | 0.01 |
| Treynor Ratio | 7.83 | 0.1 | 5.46 | 0.09 | 7.3 | 0.08 |
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