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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

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