LEWAX
2065 BlackRock LifePath ESG IxFd-InvA
$13.24
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-2060+ |
---|---|
Market Cap | 3.743M |
52 Week High | 13.24 |
52 Week Low | 10.584 |
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Key Data
Symbol | LEWAX |
---|---|
Type | Mutual Fund |
Category | Target Date-2060+ |
Price | 13.24 |
Price Yesterday | 13.24 |
Market Cap | 3.74 |
YTD Return | 7.03% |
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 | 13.24 |
---|---|
52 Week Low | 10.58 |
Market Cap | 3.74M |
Shares Outstanding | 0.28M |
Income Dividend Yield | 1.83% |
Long Term Dividend Yield | 0.40% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.22% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 7.92% |
One Months | 48.70% |
Three Months | 32.45% |
Six Months | 43.45% |
Nine Months | 20.25% |
One Year | 21.37% |
Three Years | 6.29% |
Five Years | -999 |
Ten Years | -999 |
YTD | 32.45% |
Since Inception | 10.74% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.15% |
One Month | 3.20% |
Three Months | 7.03% |
Six Months | 19.41% |
Nine Months | 14.65% |
One Year | 21.07% |
Three Years | 19.97% |
Five Years | -999 |
Ten Years | -999 |
YTD | 7.03% |
Since Inception | 44.35% |
Yearly Returns
2024 | 7.03% |
---|---|
2023 | 20.97% |
2022 | -18.80% |
2021 | 20.81% |
2020 | 13.65% |
2019 | 0.00% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -8.96% |
---|---|
Beta | 0.99 |
Correlation | 97.71% |
Downside Deviation | 3.19% |
Coefficient of determination | 95.47% |
Standard Deviation | 3.39% |
Sharpe Ratio | -0.8 |
Sortino | -2.94 |
Treynor | 20.1 |
Ulcer Index | 3.52 |
Ulcer Performance Index | -2.66 |