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LEVAX

2055 BlackRock LifePath ESG IxFd-InvA

$13.30 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category Target Date-2050s
Market Cap 4.409M
52 Week High 13.3
52 Week Low 10.632
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Key Data
Symbol LEVAX
Type Mutual Fund
Category Target Date-2050s
Price 13.3
Price Yesterday 13.3
Market Cap 4.41
YTD Return 7.00%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0
Initial Purchase Amount 1000
Redeption Fee 0
Prospectus 0.005
Overview
52 Week High 13.30
52 Week Low 10.63
Market Cap 4.41M
Shares Outstanding 0.33M
Income Dividend Yield 1.71%
Long Term Dividend Yield 0.04%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 1.75%
Returns Annualized
One Day 0.00%
Five Days 7.89%
One Months 48.43%
Three Months 32.28%
Six Months 43.20%
Nine Months 20.18%
One Year 21.32%
Three Years 6.23%
Five Years -999
Ten Years -999
YTD 32.28%
Since Inception 10.68%
Returns Total
One Day 0.00%
Five Days 0.15%
One Month 3.18%
Three Months 7.00%
Six Months 19.30%
Nine Months 14.60%
One Year 21.02%
Three Years 19.78%
Five Years -999
Ten Years -999
YTD 7.00%
Since Inception 44.10%
Yearly Returns
2024 7.00%
2023 20.94%
2022 -18.85%
2021 20.73%
2020 13.65%
2019 0.00%
2018 0.00%
2017 0.00%
2016 0.00%
2015 0.00%
Risk against SP-DA
Alpha -9.29%
Beta 0.99
Correlation 97.68%
Downside Deviation 3.22%
Coefficient of determination 95.42%
Standard Deviation 3.41%
Sharpe Ratio -0.81
Sortino -2.96
Treynor 19.82
Ulcer Index 3.56
Ulcer Performance Index -2.68

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